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Scheme Profile

SBI Automotive Opportunities Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.

AUM (

Cr. )

5,378

Inception Date

05-06-2024

Category

Equity - Thematic - Others

Key Parameters

Type
OPEN ENDED
Minimum Investment ()
5000

52 Week High / Low ()
11.2289 (01-Dec-2025) / 7.9868 (07-Apr-2025)
Incremental Investment ()
1000

NAV ()
11.13 ( 0.00) ( -0.01 %)
Benchmark
NIFTY Auto TRI

Fund Manager
Tanmaya Desai
Value of () 1,00,000 since inception
1,11,282

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
41.16 times
Portfolio P/B
7.24 times

Average Maturity
-
Yield To Maturity
-

Modified Duration
-
Turnover Ratio (%)
0.32

Risk Factors

Jenson's Alpha
-2.78
Standard Deviation
5.21

Beta
0.89
Sharpe
-0.06

R-Squared
1.00
Treynor Factor
0.03

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

SBI Automotive Opportunities Fund - Regular (G)
17.47
10.15
17.39
16.53
0
0
-
7.49

NIFTY Auto TRI
22.09
9.12
20.99
19.71
29.55
26.70
13.93
-

Company Top 5 Holdings

[ As on 31 Oct 2025 ] More

Company
Asset
Value( in Cr.)
Holdings (%)

Mahindra & Mahindra Ltd
Equity
27,00,000
17.51

Maruti Suzuki India Ltd
Equity
4,40,000
13.24

Eicher Motors Ltd
Equity
5,60,000
7.30

TVS Motor Company Ltd
Equity
10,00,000
6.52

Craftsman Automation Ltd
Equity
3,60,000
4.47

Sector Top 5 Holdings

[ As on 31 Oct 2025 ] More

Sector
Value( in Cr.)
Holdings (%)

Automobile
91,60,000
53.03

Auto Ancillaries
2,19,36,200
27.52

Castings, Forgings & Fastners
47,26,010
7.02

Bearings
7,30,000
4.91

Tyres
4,01,800
4.69

Annual Performance

Year	Return (%)				AUM ( in Cr.)
Year	Scheme Return	Category Return	Benchmark Return	Sensex Return	AUM ( in Cr.)
YTD	17.47	4.00	21.14	9.17	5,378.28
2024	-6.17	14.84	23.73	8.12	5,730.45

Quarterly Performance

Year	Return (%)				AUM ( in Cr.)
Year	Scheme Return	Category Return	Benchmark Return	Sensex Return	AUM ( in Cr.)
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

Scheme Name
AUM ( Cr.)
1 Year (%)
3 Year (%)
5 Year (%)
Since Inception
Inception Date
Sharpe
Std.Dev.

SBI Automotive Opportunities Fund
5,378.28
16.53
0
0
7.49
05-Jun-2024
-0.06
5.21

ICICI Pru Business Cycle Fund
15,091.20
14.37
21.95
0
21.58
18-Jan-2021
1.31
3.36

Aditya Birla SL Special Opportunities Fund
862.64
12.77
19.03
19.39
21.13
23-Oct-2020
0.93
3.89

ICICI Pru India Opportunities Fund
32,669.01
12.15
22.57
29.54
21.28
15-Jan-2019
1.36
3.30

Bandhan Financial Services Fund
1,104.52
11.72
0
0
20.61
28-Jul-2023
1.03
3.76

Sundaram Services Fund
4,673.56
11.39
17.71
22.03
19.63
21-Sep-2018
0.95
3.60

ICICI Pru Commodities Fund
3,188.69
11.04
17.13
27.82
27.06
15-Oct-2019
0.93
4.31

ICICI Pru Innovation Fund
7,431.92
10.70
0
0
28.76
28-Apr-2023
1.56
3.95

ICICI Pru Export and Services Fund
1,420.55
10.17
19.28
22.46
15.24
30-Nov-2005
1.20
3.24

Kotak Pioneer Fund
3,284.80
8.51
22.31
20.50
21.25
31-Oct-2019
1.22
3.75

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