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Dec 04, 2025


Category

Equity

AUM (Cr.)

5,378.28

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

1.89

Sharpe Ratio

8.64

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

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Automotive Opportunities Fund - Regular (IDCW) 2.8 16.4 13.75 0 0 7.21
Benchmark 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS -0.48 4.64 1.52 17.79 19.18 12.01
Category Rank 7/10 3/10 4/10 6/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Japan Equity Fund (G) 22.8702 1.93 17.32 16.48 7.19 292.35 2.45 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 22.8702 1.93 17.32 16.48 7.19 292.35 2.45 5,000.00 invest
Nippon India Japan Equity Fund (Bonus) 22.8702 1.93 17.32 16.48 7.19 292.35 2.45 5,000.00 invest
HDFC Technology Fund - Regular (G) 14.0720 1.06 -4.51 0.00 0.00 1,568.60 2.13 100.00 invest
Nippon India Taiwan Equity Fund (IDCW) 17.1381 -1.26 40.83 33.86 0.00 421.51 2.43 500.00 invest

Asset Allocation

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 Oct 31, 2025 941.54 17.51 5.10
Equity-Maruti Suzuki Oct 31, 2025 712.18 13.24 33.75
Equity-Eicher Motors Oct 31, 2025 392.39 7.30 14.81
Equity-TVS Motor Co. Oct 31, 2025 350.87 6.52 7.08
Equity-Craftsman Auto Oct 31, 2025 240.48 4.47 -3.36
Equity-Hero Motocorp Oct 31, 2025 199.58 3.71 56.91
Equity-Sona BLW Precis. Oct 31, 2025 189.10 3.52 6.70
Equity-Uno Minda Oct 31, 2025 185.28 3.44 -3.42
Equity-Sansera Enginee. Oct 31, 2025 181.64 3.38 11.71
Equity-Gabriel India Oct 31, 2025 178.35 3.32 10.54

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SCHEME DETAILS

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