SBI Automotive Opportunities Fund
- NAV as on 24 Sep 2026
- ₹13.18-0.96%1 day
- Return since launch
- 11.5%
- 52-week range
- ₹10.19 — ₹13.78
- AUM
- ₹6,349 Cr
SBI Automotive Opportunities Fund is a Sectoral - Auto & Transportation equity fund from SBI Mutual Fund with ₹6,349 Cr under management, launched in 2024. The expense ratio is 1.97% 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 +23.5% against +3.8% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 29.3% | +24.3 pts | 5.0% | 6.9% |
| 2Y | 24.9% | +11.8 pts | 13.2% | 10.9% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -3.3% | +2.5 pts | -5.8% | -6.1% |
| 3M | 8.5% | +4.7 pts | 3.8% | 2.8% |
| 6M | 23.2% | +8.9 pts | 14.4% | 12.8% |
| 1Y | 23.5% | +18.5 pts | 5.0% | 3.8% |
| 2Y | 8.6% | +5.3 pts | 3.3% | 2.1% |
Since launch (17 May 2024): 11.5%
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
1.99%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.56%
- Brokerage
- 0.04%
- Transaction charges
- 0.00%
- Statutory levies
- 0.39%
- 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 31 Aug 2026
Asset allocation
- Equity97.5%
- Debt0.1%
- Other2.5%
Market cap split
- Large39.6%
- Mid19.8%
- Small40.7%
- P/E
- 41.42
- P/B
- 6.60
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | 12.92% | ₹821 Cr | +15.00% | +14.53% | +17.11% |
| Eicher Motors Ltd. | Automobile | 5.64% | ₹358 Cr | +7.21% | +8.11% | +6.53% |
| TVS Motor Company Ltd. | Automobile | 4.92% | ₹313 Cr | +5.18% | +5.81% | +6.26% |
| Sona BLW Precision Forgings Ltd. | Automobile | 4.48% | ₹285 Cr | +4.46% | +4.01% | +3.38% |
| Samvardhana Motherson International Ltd. | Automobile | 4.30% | ₹273 Cr | +4.50% | +4.00% | +3.54% |
| Maruti Suzuki India Ltd. | Automobile | 4.27% | ₹271 Cr | +6.08% | +5.71% | +10.17% |
| Bharat Forge Ltd. | Automobile | 3.98% | ₹253 Cr | +4.54% | +4.73% | +2.54% |
| company:20770 | Capital Goods | 3.81% | ₹242 Cr | — | — | — |
| Tata Motors Ltd. | Automobile | 3.71% | ₹236 Cr | +2.93% | +4.26% | — |
| Happy Forgings Ltd. | Metals & Mining | 3.55% | ₹226 Cr | +2.68% | +3.75% | +2.75% |
| Bosch Ltd. | Automobile | 3.54% | ₹225 Cr | — | — | — |
| Ather Energy Ltd. | Automobile | 3.46% | ₹220 Cr | +2.79% | +2.67% | +1.80% |
| Sansera Engineering Ltd. | Automobile | 3.16% | ₹201 Cr | +3.09% | +3.95% | +3.11% |
| Gabriel India Ltd. | Automobile | 2.99% | ₹190 Cr | +2.80% | +2.47% | +3.08% |
| UNO Minda Ltd. | Automobile | 2.65% | ₹168 Cr | +2.81% | +3.12% | +3.66% |
| Others | Others | 2.47% | ₹157 Cr | -2.84% | -0.74% | +0.96% |
| Hyundai Motor India Ltd. | Automobile | 2.43% | ₹154 Cr | +2.23% | — | — |
| SEDEMAC Mechatronics Ltd. | Capital Goods | 2.43% | ₹154 Cr | +2.07% | — | — |
| ASK Automotive Ltd. | Automobile | 2.13% | ₹135 Cr | +1.59% | +1.25% | +0.52% |
| Tenneco Clean Air India Ltd | Automobile | 2.08% | ₹132 Cr | +2.73% | +3.60% | — |
| Kingfa Science & Technology (India) Ltd. | Chemicals | 1.91% | ₹121 Cr | +2.11% | +1.63% | — |
| Sundram Fasteners Ltd. | Capital Goods | 1.90% | ₹120 Cr | +0.66% | +1.31% | +2.34% |
| Belrise Industries Ltd. | Automobile | 1.83% | ₹116 Cr | +2.09% | +2.25% | — |
| Minda Corporation Ltd. | Automobile | 1.80% | ₹114 Cr | +2.17% | +1.88% | — |
| Timken India Ltd. | Capital Goods | 1.74% | ₹110 Cr | +2.48% | +2.60% | +2.21% |
| Balkrishna Industries Ltd. | Automobile | 1.72% | ₹109 Cr | — | +0.80% | +3.06% |
| Craftsman Automation Ltd. | Automobile | 1.59% | ₹101 Cr | +2.63% | +3.39% | +4.75% |
| Schaeffler India Ltd. | Capital Goods | 1.52% | ₹96.36 Cr | +2.39% | +2.70% | +2.44% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 1.44% | ₹91.25 Cr | +2.83% | +3.98% | +3.76% |
| Endurance Technologies Ltd. | Automobile | 1.36% | ₹86.14 Cr | +1.58% | +1.80% | +1.31% |
| Asahi India Glass Ltd. | Materials | 1.20% | ₹76.16 Cr | +1.39% | +1.35% | — |
| company:5764 | Automobile | 1.19% | ₹75.38 Cr | — | — | — |
| company:17305 | Automobile | 0.70% | ₹44.15 Cr | — | — | — |
| Sundaram - Clayton Dcd Ltd. | Financial | 0.41% | ₹26.11 Cr | +0.51% | +0.54% | +0.64% |
| Bajaj Auto Ltd. | Automobile | 0.38% | ₹24.26 Cr | — | — | — |
| Alicon Castalloy Ltd. | Metals & Mining | 0.31% | ₹19.96 Cr | +0.49% | +0.72% | +0.87% |
| Reserve Bank of India | Financial | 0.08% | ₹4.94 Cr | +0.09% | +0.09% | +0.09% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| company:20770 | 0.00% | 3.81% | +3.81% |
| Maruti Suzuki India Ltd. | 7.42% | 4.27% | -3.15% |
| Mahindra & Mahindra Ltd. | 15.95% | 12.92% | -3.03% |
| Eicher Motors Ltd. | 7.08% | 5.64% | -1.44% |
| company:5764 | 0.00% | 1.19% | +1.19% |
| Balkrishna Industries Ltd. | 0.57% | 1.72% | +1.15% |
| TVS Motor Company Ltd. | 6.00% | 4.92% | -1.08% |
| company:17305 | 0.00% | 0.70% | +0.70% |
| Bosch Ltd. | 2.86% | 3.54% | +0.68% |
| Happy Forgings Ltd. | 2.87% | 3.55% | +0.68% |
| Tata Motors Ltd. | 3.04% | 3.71% | +0.67% |
| Ather Energy Ltd. | 2.80% | 3.46% | +0.66% |
| Bharat Forge Ltd. | 4.59% | 3.98% | -0.61% |
| ASK Automotive Ltd. | 1.65% | 2.13% | +0.48% |
| Tenneco Clean Air India Ltd | 1.67% | 2.08% | +0.41% |
| Gabriel India Ltd. | 3.31% | 2.99% | -0.32% |
| Sansera Engineering Ltd. | 2.91% | 3.16% | +0.25% |
| Belrise Industries Ltd. | 2.06% | 1.83% | -0.23% |
| Hyundai Motor India Ltd. | 2.65% | 2.43% | -0.22% |
| Sundram Fasteners Ltd. | 1.70% | 1.90% | +0.20% |
| Sona BLW Precision Forgings Ltd. | 4.68% | 4.48% | -0.20% |
| Others | -0.67% | -0.85% | -0.18% |
| Schaeffler India Ltd. | 1.70% | 1.52% | -0.18% |
| Timken India Ltd. | 1.91% | 1.74% | -0.17% |
| Minda Corporation Ltd. | 1.95% | 1.80% | -0.15% |
| Alicon Castalloy Ltd. | 0.42% | 0.31% | -0.11% |
| Samvardhana Motherson International Ltd. | 4.19% | 4.30% | +0.11% |
| SEDEMAC Mechatronics Ltd. | 2.33% | 2.43% | +0.10% |
| Kingfa Science & Technology (India) Ltd. | 1.82% | 1.91% | +0.09% |
| Endurance Technologies Ltd. | 1.44% | 1.36% | -0.08% |
| ZF Commercial Vehicle Control Systems India Ltd. | 1.51% | 1.44% | -0.07% |
| UNO Minda Ltd. | 2.71% | 2.65% | -0.06% |
| Craftsman Automation Ltd. | 1.54% | 1.59% | +0.05% |
| Sundaram - Clayton Dcd Ltd. | 0.44% | 0.41% | -0.03% |
| Asahi India Glass Ltd. | 1.22% | 1.20% | -0.02% |
| Bajaj Auto Ltd. | 0.40% | 0.38% | -0.02% |
| Reserve Bank of India | 0.09% | 0.08% | -0.01% |
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 | ₹2,320 Cr | 1.92% | 6.9% | 12.5% | 16.2% |
 UTI Transportation and Logistics Fund | ₹4,341 Cr | 1.90% | 2.3% | 9.4% | 16.2% |
 ICICI Prudential Transportation and Logistics Fund | ₹4,119 Cr | 2.08% | 11.7% | 14.6% | — |
 HDFC Transportation and Logistics Fund | ₹2,116 Cr | 2.16% | 16.3% | 17.7% | — |
 Bandhan Transportation and Logistics Fund | ₹771 Cr | 2.53% | 6.3% | 11.4% | — |
| ICICI Prudential Nifty Auto Index Fund | ₹253 Cr | 0.95% | -1.9% | 9.4% | — |
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 months23.23% absolute | ₹60,000 | ₹73,938 | 23.23% | |
| 1 year23.48% annualised | ₹1,20,000 | ₹1,36,412 | 13.68% |
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.