SBI Automotive Opportunities Fund
- NAV as on 9 Nov 2026
- ₹13.44+1.12%1 day
- Return since launch
- 10.8%
- 52-week range
- ₹10.19 — ₹13.78
- AUM
- ₹6,071 Cr
SBI Automotive Opportunities Fund is a Sectoral - Auto & Transportation equity fund from SBI Mutual Fund with ₹6,071 Cr under management, launched in 2024. The expense ratio is 2.00% and the SEBI riskometer reading is Very High.
Performance
SBI Automotive Opportunities Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +23.2% against +7.1% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 27.3% | +19.4 pts | 7.9% | 12.3% |
| 2Y | 25.1% | +9.9 pts | 15.3% | 13.5% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 5.3% | −1.8 pts | 7.2% | 8.8% |
| 3M | -1.7% | +2.3 pts | -3.9% | -3.9% |
| 6M | 12.8% | +6.1 pts | 6.8% | 8.2% |
| 1Y | 23.2% | +15.3 pts | 7.9% | 6.9% |
| 2Y | 15.7% | +5.3 pts | 10.4% | 10.0% |
Since launch (17 May 2024): 10.8%
Calendar-year returns
Category averageShow as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 20.8% | −0.2 pts | 21.0% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.98%
Expense ratio as on 5 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.56%
- Brokerage
- 0.04%
- Transaction charges
- 0.00%
- Statutory levies
- 0.38%
- Exit load
- Exit load of 1%, if redeemed within 30 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY Auto TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
SBI Automotive Opportunities Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity97.1%
- Debt0.1%
- Other2.9%
Market cap split
- Large38.0%
- Mid20.0%
- Small42.1%
- P/E
- 38.63
- P/B
- 6.15
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | 12.15% | ₹738 Cr | +15.40% | +12.80% | +17.14% |
| TVS Motor Company Ltd. | Automobile | 4.87% | ₹296 Cr | +5.15% | +5.10% | +6.37% |
| Sona BLW Precision Forgings Ltd. | Automobile | 4.79% | ₹291 Cr | +4.03% | +4.17% | +3.05% |
| Eicher Motors Ltd. | Automobile | 4.71% | ₹286 Cr | +6.84% | +7.42% | +7.27% |
| Samvardhana Motherson International Ltd. | Automobile | 4.30% | ₹261 Cr | +4.40% | +3.64% | +2.74% |
| Maruti Suzuki India Ltd. | Automobile | 3.84% | ₹233 Cr | +7.08% | +5.33% | +13.06% |
| Bharat Forge Ltd. | Automobile | 3.81% | ₹231 Cr | +4.78% | +4.79% | +2.25% |
| Tata Motors Ltd. | Automobile | 3.75% | ₹228 Cr | +3.14% | +3.85% | — |
| Sansera Engineering Ltd. | Automobile | 3.59% | ₹218 Cr | +3.09% | +4.04% | +3.05% |
| Bosch Ltd. | Automobile | 3.49% | ₹212 Cr | +2.07% | — | — |
| Dhoot Transmission Ltd. | Capital Goods | 3.43% | ₹208 Cr | — | — | — |
| SEDEMAC Mechatronics Ltd. | Capital Goods | 3.11% | ₹189 Cr | +2.69% | +1.64% | — |
| Ather Energy Ltd. | Automobile | 3.00% | ₹182 Cr | +3.18% | +3.27% | +2.09% |
| Gabriel India Ltd. | Automobile | 2.92% | ₹177 Cr | +3.04% | +2.36% | +3.06% |
| Others | Others | 2.87% | ₹174 Cr | -0.72% | -1.26% | -0.50% |
| Happy Forgings Ltd. | Metals & Mining | 2.86% | ₹174 Cr | +2.86% | +3.61% | +2.72% |
| UNO Minda Ltd. | Automobile | 2.54% | ₹154 Cr | +2.67% | +3.13% | +3.61% |
| Hyundai Motor India Ltd. | Automobile | 2.51% | ₹152 Cr | +2.48% | — | — |
| Craftsman Automation Ltd. | Automobile | 2.23% | ₹135 Cr | +2.11% | +3.63% | +4.53% |
| ASK Automotive Ltd. | Automobile | 2.15% | ₹131 Cr | +1.50% | +1.73% | — |
| Kingfa Science & Technology (India) Ltd. | Chemicals | 2.14% | ₹130 Cr | +1.92% | +1.81% | +1.51% |
| Tenneco Clean Air India Ltd | Automobile | 2.09% | ₹127 Cr | +2.20% | +3.68% | — |
| Belrise Industries Ltd. | Automobile | 1.98% | ₹120 Cr | +2.22% | +2.58% | — |
| Minda Corporation Ltd. | Automobile | 1.91% | ₹116 Cr | +2.33% | +1.97% | — |
| Balkrishna Industries Ltd. | Automobile | 1.88% | ₹114 Cr | — | +0.68% | +1.99% |
| Sundram Fasteners Ltd. | Capital Goods | 1.88% | ₹114 Cr | +1.74% | +1.14% | +2.22% |
| Timken India Ltd. | Capital Goods | 1.81% | ₹110 Cr | +2.27% | +2.79% | +2.23% |
| Schaeffler India Ltd. | Capital Goods | 1.54% | ₹93.53 Cr | +2.34% | +2.67% | +2.57% |
| Motherson Sumi Wiring India Ltd. | Automobile | 1.40% | ₹85.18 Cr | — | — | — |
| Endurance Technologies Ltd. | Automobile | 1.31% | ₹79.70 Cr | +1.49% | +1.73% | +1.22% |
| SPR Auto Technologies Ltd. | Automobile | 1.25% | ₹76.11 Cr | — | — | — |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 1.23% | ₹74.91 Cr | +2.69% | +4.18% | +3.35% |
| Asahi India Glass Ltd. | Materials | 1.11% | ₹67.12 Cr | +1.26% | +1.36% | +1.13% |
| Bajaj Auto Ltd. | Automobile | 0.72% | ₹43.50 Cr | — | — | — |
| Sundaram - Clayton Dcd Ltd. | Financial | 0.40% | ₹24.58 Cr | +0.50% | +0.53% | +0.64% |
| Alicon Castalloy Ltd. | Metals & Mining | 0.34% | ₹20.88 Cr | +0.44% | +0.64% | +0.83% |
| Reserve Bank of India | Financial | 0.08% | ₹4.96 Cr | +0.09% | +0.10% | +0.09% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Eicher Motors Ltd. | 5.64% | 4.71% | -0.93% |
| Mahindra & Mahindra Ltd. | 12.92% | 12.15% | -0.77% |
| Motherson Sumi Wiring India Ltd. | 0.70% | 1.40% | +0.70% |
| Happy Forgings Ltd. | 3.55% | 2.86% | -0.69% |
| SEDEMAC Mechatronics Ltd. | 2.43% | 3.11% | +0.68% |
| Craftsman Automation Ltd. | 1.59% | 2.23% | +0.64% |
| Others | -0.85% | -0.21% | +0.64% |
| Ather Energy Ltd. | 3.46% | 3.00% | -0.46% |
| Sansera Engineering Ltd. | 3.16% | 3.59% | +0.43% |
| Maruti Suzuki India Ltd. | 4.27% | 3.84% | -0.43% |
| Dhoot Transmission Ltd. | 3.81% | 3.43% | -0.38% |
| Bajaj Auto Ltd. | 0.38% | 0.72% | +0.34% |
| Sona BLW Precision Forgings Ltd. | 4.48% | 4.79% | +0.31% |
| Kingfa Science & Technology (India) Ltd. | 1.91% | 2.14% | +0.23% |
| ZF Commercial Vehicle Control Systems India Ltd. | 1.44% | 1.23% | -0.21% |
| Bharat Forge Ltd. | 3.98% | 3.81% | -0.17% |
| Balkrishna Industries Ltd. | 1.72% | 1.88% | +0.16% |
| Belrise Industries Ltd. | 1.83% | 1.98% | +0.15% |
| UNO Minda Ltd. | 2.65% | 2.54% | -0.11% |
| Minda Corporation Ltd. | 1.80% | 1.91% | +0.11% |
| Asahi India Glass Ltd. | 1.20% | 1.11% | -0.09% |
| Hyundai Motor India Ltd. | 2.43% | 2.51% | +0.08% |
| Gabriel India Ltd. | 2.99% | 2.92% | -0.07% |
| Timken India Ltd. | 1.74% | 1.81% | +0.07% |
| SPR Auto Technologies Ltd. | 1.19% | 1.25% | +0.06% |
| TVS Motor Company Ltd. | 4.92% | 4.87% | -0.05% |
| Bosch Ltd. | 3.54% | 3.49% | -0.05% |
| Endurance Technologies Ltd. | 1.36% | 1.31% | -0.05% |
| Tata Motors Ltd. | 3.71% | 3.75% | +0.04% |
| Alicon Castalloy Ltd. | 0.31% | 0.34% | +0.03% |
| Sundram Fasteners Ltd. | 1.90% | 1.88% | -0.02% |
| ASK Automotive Ltd. | 2.13% | 2.15% | +0.02% |
| Schaeffler India Ltd. | 1.52% | 1.54% | +0.02% |
| Tenneco Clean Air India Ltd | 2.08% | 2.09% | +0.01% |
| Sundaram - Clayton Dcd Ltd. | 0.41% | 0.40% | -0.01% |
| Samvardhana Motherson International Ltd. | 4.30% | 4.30% | 0.00% |
| Reserve Bank of India | 0.08% | 0.08% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹2,205 Cr | 1.92% | 12.0% | 12.5% | 16.4% |
 UTI Transportation and Logistics Fund | ₹4,094 Cr | 1.90% | 10.0% | 10.2% | 16.4% |
 ICICI Prudential Transportation and Logistics Fund | ₹3,924 Cr | 2.07% | 18.0% | 14.9% | — |
 HDFC Transportation and Logistics Fund | ₹2,043 Cr | 2.15% | 17.5% | 16.3% | — |
 Bandhan Transportation and Logistics Fund | ₹727 Cr | 2.51% | 7.9% | 10.5% | — |
| ICICI Prudential Nifty Auto Index Fund | ₹234 Cr | 0.95% | 6.6% | 10.5% | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme.
Fund managers
- Tanmaya DesaiMr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months14.98% absolute | ₹60,000 | ₹68,988 | 14.98% | |
| 1 year24.30% annualised | ₹1,20,000 | ₹1,37,029 | 14.19% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.