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Scheme Profile

SBI Automotive Opportunities Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
5,075
Inception Date
05-06-2024
Category
Equity - Thematic - Others

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 5000
  • 52 Week High / Low ()
  • 11.816 (08-May-2026) / 9.4009 (17-Jun-2025)
  • Incremental Investment ()
  • 1000
  • NAV ()
  • 11.50 ( 0.01) ( 0.05 %)
  • Benchmark
  • NIFTY Auto TRI
  • Fund Manager
  • Tanmaya Desai
  • Value of () 1,00,000 since inception
  • 1,14,966
  • 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 (%)
  • 1.86
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 42.86 times
  • Portfolio P/B
  • 13.34 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 0.41

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
  • -8.04
  • -2.64
  • -5.26
  • 13.48
  • 22.55
  • 20.80
  • 12.70
  • -

Company Top 5 Holdings

  [ As on 30 Apr 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Mahindra & Mahindra Ltd
  • Equity
  • 24,00,000
  • 14.65
  • Eicher Motors Ltd
  • Equity
  • 5,20,000
  • 7.28
  • Maruti Suzuki India Ltd
  • Equity
  • 2,00,000
  • 5.25
  • TVS Motor Company Ltd
  • Equity
  • 7,00,000
  • 4.82
  • Sona BLW Precision Forgings Ltd
  • Equity
  • 40,00,000
  • 4.79

Sector Top 5 Holdings

  [ As on 30 Apr 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Automobile
  • 1,41,20,000
  • 41.56
  • Auto Ancillaries
  • 3,75,70,000
  • 37.57
  • Castings, Forgings & Fastners
  • 31,46,420
  • 9.45
  • Bearings
  • 6,60,000
  • 5.03
  • Plastic products
  • 2,00,000
  • 1.95

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 0.75 -2.10 -8.04 -12.73 5,074.99
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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