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Scheme Profile

SBI Automotive Opportunities Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
4,616
Inception Date
05-06-2024
Category
Equity - Thematic - Others

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 5000
  • 52 Week High / Low ()
  • 11.7896 (26-Feb-2026) / 8.7479 (21-Apr-2025)
  • Incremental Investment ()
  • 1000
  • NAV ()
  • 11.31 ( 0.06) ( 0.51 %)
  • Benchmark
  • NIFTY Auto TRI
  • Fund Manager
  • Tanmaya Desai
  • Value of () 1,00,000 since inception
  • 1,13,149
  • 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 (%)
  • 1.90
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 42.34 times
  • Portfolio P/B
  • 14.13 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 0.37

Risk Factors

  • Jenson's Alpha
  • 0.20
  • Standard Deviation
  • 5.73
  • Beta
  • 0.88
  • Sharpe
  • -0.30
  • R-Squared
  • 1.00
  • Treynor Factor
  • 0.05

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
  • -7.03
  • -4.17
  • -2.73
  • 24.97
  • 27.78
  • 23.77
  • 13.30
  • -

Company Top 5 Holdings

  [ As on 31 Mar 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Mahindra & Mahindra Ltd
  • Equity
  • 20,00,000
  • 12.80
  • Eicher Motors Ltd
  • Equity
  • 5,20,000
  • 7.42
  • Maruti Suzuki India Ltd
  • Equity
  • 2,00,000
  • 5.33
  • TVS Motor Company Ltd
  • Equity
  • 7,00,000
  • 5.10
  • Bharat Forge Ltd
  • Equity
  • 13,20,000
  • 4.79

Sector Top 5 Holdings

  [ As on 31 Mar 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Automobile
  • 1,39,20,000
  • 39.48
  • Auto Ancillaries
  • 3,83,60,000
  • 38.35
  • Castings, Forgings & Fastners
  • 49,65,493
  • 10.02
  • Bearings
  • 7,20,000
  • 5.51
  • Plastic products
  • 2,00,000
  • 1.83

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD -0.84 -2.56 -7.03 -7.86 4,616.45
2025 19.69 3.54 22.95 8.55 5,382.56
2024 -6.17 14.84 23.73 8.12 5,730.45

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Mar-2026 -10.48 -13.14 -16.40 -15.54 4,616.45
Dec-2025 6.30 2.68 5.33 5.23 5,382.56
Sep-2025 8.55 -2.14 12.16 -4.10 5,399.10
Jun-2025 13.29 12.32 12.62 9.97 5,450.92

Peer Comparison

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Asset Allocation

Sector Allocation

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