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Jul 20, 2026


Category Equity
AUM (Cr.) 5,380.09
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 2.04
Sharpe Ratio 10.08
Beta Ratio 0.00
Fund Manager Tanmaya Desai
Inception Date Jun 05, 2024
Risk Level Very High

Investment Objective

The investment objective of the scheme is 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. However, there can be no assurance that the investment objective of the Scheme will be realized.

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Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Automotive Opportunities Fund - Regular (G) 3.21 14.63 25.11 0 0 10.25
Benchmark - NIFTY Auto TRI 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 1.39 6.96 5.22 15.15 13.76 11.08
Category Rank 4/10 4/10 3/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Aditya Birla SL Pharma & Healthcare Fund (G) 36.0200 1.49 15.56 21.99 13.48 1,010.54 2.28 1,000.00 invest
Aditya Birla SL Pharma & Healthcare Fund (IDCW) 23.7900 1.49 15.57 22.62 13.83 1,010.54 2.28 1,000.00 invest
PGIM India Healthcare Fund - Regular (G) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
PGIM India Healthcare Fund - Regular (IDCW) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 29.4550 -2.11 118.83 47.36 0.00 1,191.72 2.60 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-M & M Jun 30, 2026 828.58 15.40 6.69
Equity-Maruti Suzuki Jun 30, 2026 381.11 7.08 20.97
Equity-Eicher Motors Jun 30, 2026 367.82 6.84 -1.44
Equity-TVS Motor Co. Jun 30, 2026 276.85 5.15 3.13
Equity-Bharat Forge Jun 30, 2026 257.29 4.78 9.55
Equity-Samvardh. Mothe. Jun 30, 2026 236.98 4.40 1.63
Equity-Sona BLW Precis. Jun 30, 2026 216.97 4.03 -6.01
Equity-Ather Energy Jun 30, 2026 171.08 3.18 18.30
Equity-Tata Motors Jun 30, 2026 169.18 3.14 11.45
Equity-Sansera Enginee. Jun 30, 2026 166.20 3.09 3.74

latest news

SCHEME DETAILS

AMC Name
SBI Mutual Fund
Fund Name
SBI Automotive Opportunities Fund - Regular (G)
Contact Person
Tanmaya Desai
Registered Address
9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
Telephone No
022-61793000
Fax No.
022-67425687
Email
customer.delight:sbimf.com
Website
www.sbimf.com