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Scheme Profile

SBI Automotive Opportunities Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
5,752
Inception Date
05-06-2024
Category
Equity - Sectoral

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 5000
  • 52 Week High / Low ()
  • 13.7833 (20-Aug-2026) / 10.1948 (23-Mar-2026)
  • Incremental Investment ()
  • 1000
  • NAV ()
  • 13.31 ( 0.00) ( -0.01 %)
  • Benchmark
  • NIFTY Auto TRI
  • Fund Manager
  • Tanmaya Desai
  • Value of () 1,00,000 since inception
  • 1,33,062
  • Entry Load
  • Nil
  • Exit Load
  • For exit within 30 days from the date of allotment - 1% For exit after 30 days from the date of allotment - Nil
  • Expense Ratio (%)
  • 1.97
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 43.43 times
  • Portfolio P/B
  • 8.51 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 0.46

Risk Factors

  • Jenson's Alpha
  • 5.84
  • Standard Deviation
  • 5.81
  • Beta
  • 0.89
  • Sharpe
  • 0.48
  • R-Squared
  • 1.00
  • Treynor Factor
  • 0.10

NAV Movement

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

AUM Growth ( Cr.)

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception
  • NIFTY Auto TRI
  • -1.74
  • 8.57
  • 7.65
  • 2.96
  • 21.17
  • 23.36
  • 11.51
  • -

Company Top 5 Holdings

  [ As on 31 Jul 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Mahindra & Mahindra Ltd
  • Equity
  • 27,00,000
  • 15.95
  • Maruti Suzuki India Ltd
  • Equity
  • 3,00,000
  • 7.42
  • Eicher Motors Ltd
  • Equity
  • 5,20,000
  • 7.08
  • TVS Motor Company Ltd
  • Equity
  • 8,00,000
  • 6.00
  • Sona BLW Precision Forgings Ltd
  • Equity
  • 35,00,000
  • 4.68

Sector Top 5 Holdings

  [ As on 31 Jul 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Automobile
  • 1,03,20,000
  • 46.55
  • Auto Ancillaries
  • 3,46,18,227
  • 35.09
  • Castings, Forgings & Fastners
  • 27,60,000
  • 8.54
  • Bearings
  • 5,90,000
  • 3.71
  • Electronics
  • 5,00,000
  • 2.40

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 16.61 1.49 -1.74 -10.63 5,752.10
2025 19.69 6.46 22.95 8.55 5,382.56
2024 -6.17 18.51 23.73 8.12 5,730.45

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Jun-2026 15.65 10.73 9.54 4.57 5,380.09
Mar-2026 -10.48 -14.34 -16.40 -15.54 4,616.45
Dec-2025 6.30 5.97 5.33 5.23 5,382.56
Sep-2025 8.55 -4.00 12.16 -4.10 5,399.10

Peer Comparison

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