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Aug 10, 2026


Category Equity
AUM (Cr.) 5,380.09
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 2.04
Sharpe Ratio 12.65
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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NIFTY Auto TRI Activating the following links will update the content below.

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 (IDCW) 10.66 17.55 41.21 0 0 14.77
Benchmark - NIFTY Auto TRI 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 2.59 5.85 11.41 15.62 13.81 11.93
Category Rank 1/10 4/10 3/10 4/10 6/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 33.3986 2.76 132.86 58.33 0.00 1,191.72 2.60 500.00 invest
Nippon India Taiwan Equity Fund (G) 33.3986 2.76 132.86 58.33 0.00 1,191.72 2.60 500.00 invest
Motilal Oswal Consumption Fund - Regular (G) 11.1892 1.40 0.00 0.00 0.00 1,057.64 2.25 500.00 invest
Motilal Oswal Consumption Fund - Regular (IDCW) 11.1892 1.40 0.00 0.00 0.00 1,057.64 2.25 500.00 invest
HDFC Defence Fund - Regular (G) 30.0470 -0.91 31.95 39.49 0.00 10,529.25 1.80 100.00 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 Jul 31, 2026 917.60 15.95 10.74
Equity-Maruti Suzuki Jul 31, 2026 427.02 7.42 12.05
Equity-Eicher Motors Jul 31, 2026 407.34 7.08 10.74
Equity-TVS Motor Co. Jul 31, 2026 345.05 6.00 24.63
Equity-Sona BLW Precis. Jul 31, 2026 269.29 4.68 24.12
Equity-Bharat Forge Jul 31, 2026 263.98 4.59 2.60
Equity-Samvardh. Mothe. Jul 31, 2026 241.20 4.19 1.78
Equity-Gabriel India Jul 31, 2026 190.32 3.31 16.34
Reverse Repo-TREPS Jul 31, 2026 183.51 3.19 44.30
Equity-Tata Motors Jul 31, 2026 174.72 3.04 3.27

latest news

SCHEME DETAILS

AMC Name
SBI Mutual Fund
Fund Name
SBI Automotive Opportunities Fund - Regular (IDCW)
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