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Scheme Profile

SBI Automotive Opportunities Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
5,399
Inception Date
05-06-2024
Category
Equity - Thematic - Others

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 5000
  • 52 Week High / Low ()
  • 10.8568 (23-Sep-2025) / 7.9868 (07-Apr-2025)
  • Incremental Investment ()
  • 1000
  • NAV ()
  • 10.84 ( 0.15) ( 1.44 %)
  • Benchmark
  • NIFTY Auto TRI
  • Fund Manager
  • Tanmaya Desai
  • Value of () 1,00,000 since inception
  • 1,08,352
  • 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 (%)
  • 1.89
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 38.12 times
  • Portfolio P/B
  • 6.48 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 0.38

Risk Factors

  • Jenson's Alpha
  • -3.94
  • Standard Deviation
  • 5.37
  • Beta
  • 0.89
  • Sharpe
  • -0.37
  • R-Squared
  • 1.00
  • Treynor Factor
  • -0.04

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
  • 17.95
  • 13.17
  • 28.94
  • 5.37
  • 30.18
  • 28.92
  • 13.75
  • -

Company Top 5 Holdings

  [ As on 30 Sep 2025 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Mahindra & Mahindra Ltd
  • Equity
  • 27,00,000
  • 17.14
  • Maruti Suzuki India Ltd
  • Equity
  • 4,40,000
  • 13.06
  • Eicher Motors Ltd
  • Equity
  • 5,60,000
  • 7.27
  • TVS Motor Company Ltd
  • Equity
  • 10,00,000
  • 6.37
  • Craftsman Automation Ltd
  • Equity
  • 3,60,000
  • 4.53

Sector Top 5 Holdings

  [ As on 30 Sep 2025 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Automobile
  • 95,60,000
  • 53.52
  • Auto Ancillaries
  • 2,40,40,000
  • 27.23
  • Castings, Forgings & Fastners
  • 35,15,840
  • 6.95
  • Bearings
  • 7,30,000
  • 4.87
  • Tyres
  • 4,77,036
  • 4.76

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 14.38 3.38 17.95 6.32 5,399.10
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
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
Mar-2025 -8.90 -8.65 -7.93 -1.39 5,220.22
Dec-2024 -15.99 -6.35 -15.67 -7.27 5,730.45

Peer Comparison

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Asset Allocation

Sector Allocation

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