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Jun 25, 2026


Category Equity
AUM (Cr.) 5,177.78
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 1.86
Sharpe Ratio 9.32
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) 4.7 8.58 25.8 0 0 9.96
Benchmark - NIFTY Auto TRI 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 1.69 1.65 4.89 16.93 13.87 10.56
Category Rank 4/10 4/10 3/10 4/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru Transportation and Logistics Fund-Reg (IDCW) 17.5800 1.68 12.21 22.78 0.00 3,079.35 1.96 5,000.00 invest
ICICI Pru Transportation and Logistics Fund-Reg (G) 20.7300 1.67 12.18 22.78 0.00 3,079.35 1.96 5,000.00 invest
UTI-Transportation & Logistics Fund (G) 283.4953 1.53 8.20 19.10 17.93 3,860.06 2.42 5,000.00 invest
UTI-Transportation & Logistics Fund (IDCW) 130.7223 1.53 8.20 19.10 17.93 3,860.06 2.42 5,000.00 invest
DSP Natural Resources & New Energy Fund (G) 105.4780 -1.40 19.59 21.28 15.52 2,456.74 3.27 100.00 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 May 31, 2026 776.63 15.00 4.47
Equity-Eicher Motors May 31, 2026 373.20 7.21 0.96
Reverse Repo-TREPS May 31, 2026 339.12 6.55 106.22
Equity-Maruti Suzuki May 31, 2026 315.05 6.08 18.31
Equity-TVS Motor Co. May 31, 2026 268.46 5.18 9.80
Equity-Bharat Forge May 31, 2026 234.86 4.54 -1.05
Equity-Samvardh. Mothe. May 31, 2026 233.18 4.50 20.24
Equity-Sona BLW Precis. May 31, 2026 230.83 4.46 -4.97
Equity-Sansera Enginee. May 31, 2026 160.22 3.09 -8.94
Equity-Tata Motors May 31, 2026 151.80 2.93 -17.70

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