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SBI Automotive Opportunities Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : SBI Mutual Fund
  • NAV
    : ₹ 11.0752 0.14%
    (as on 20th October, 2025)
Crisil Rating

Not Rated

Rank not available for the fund
Fund Size
: ₹ 5399.1 Cr
(1.05% of Investment in Category)
 Expense Ratio
: 0.94%
(0.89% Category average)
Risk-O-Meter
Very High Risk

The fund has 98.61% investment in domestic equities of which 39.74% is in Large Cap stocks, 20.1% is in Mid Cap stocks, 12.37% in Small Cap stocks.The fund has 0.09% investment in Debt, of which 0.09% in Government securities.

Suitable For : Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.

This Scheme
VS
  • Benchmark
    Nifty Auto TRI
  • NA
  • NA
  • Gold
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Returns (NAV as on 20th October, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 13-Oct-25 10244.00 2.44% - 1.35% 25/225
1 Month 19-Sep-25 10072.20 0.72% - 0.26% 79/225
3 Month 18-Jul-25 11113.30 11.13% - 2.41% 8/219
6 Month 17-Apr-25 12721.60 27.22% - 11.88% 4/212
YTD 01-Jan-25 11607.50 16.07% - 5.12% 15/201
1 Year 18-Oct-24 10625.90 6.26% 6.22% 1.86% 44/184
Since Inception 07-Jun-24 11075.20 10.75% 7.74% 14.56% 158/199
Returns Calculator Detailed Returns Analysis

SIP Returns (NAV as on 20th October, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Oct-24 12000 13834.22 15.29 % 29.4 %
SIP Calculator Detailed Returns Analysis
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Portfolio (Updated on 30th Sep,2025)

Portfolio Turnover Ratio : 38.00%  |   Category average turnover ratio is 203.09%  
Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer duration than peers)
Equity Holding : 98.61% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 98.61%
No of Stocks : 28 (Category Avg - 44.42) | Large Cap Investments : 39.74%| Mid Cap Investments : 20.1% | Small Cap Investments : 12.37% | Other : 26.4%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Mahindra & Mahindra Ltd. Passenger cars & utility vehicles 9252.9 17.14% 0.03% 20.93% (Apr 2025) 17.11% (Aug 2025) 27.00 L -1.00 L
Maruti Suzuki India Ltd. Passenger cars & utility vehicles 7052.8 13.06% 2.89% 13.06% (Sep 2025) 7.22% (Jul 2025) 4.40 L 80.00 k
Eicher Motors Ltd. 2/3 wheelers 3923.1 7.27% 0.74% 7.27% (Sep 2025) 0% (Oct 2024) 5.60 L 0.00
TVS Motor Company Ltd. 2/3 wheelers 3438.7 6.37% 0.11% 6.37% (Sep 2025) 5.25% (Nov 2024) 10.00 L 0.00
Craftsman Automation Ltd. Auto components & equipments 2445.7 4.53% -0.22% 4.75% (Aug 2025) 2.7% (Jan 2025) 3.60 L 0.00
Hero Motocorp Ltd. 2/3 wheelers 1970.1 3.65% 1.22% 4.16% (Oct 2024) 0% (Oct 2024) 3.60 L 1.10 L
UNO Minda Ltd. Auto components & equipments 1948.2 3.61% -0.05% 3.66% (Aug 2025) 2.05% (Oct 2024) 15.00 L 0.00
WABCO India Ltd. Auto components & equipments 1806.7 3.35% -0.41% 3.76% (Aug 2025) 2.97% (Jan 2025) 1.40 L 0.00
Tata Motors Ltd. Passenger cars & utility vehicles 1700.5 3.15% -1.96% 8.34% (Oct 2024) 3.15% (Sep 2025) 25.00 L -0.15 Cr
Gabriel India Ltd. Auto components & equipments 1654 3.06% -0.02% 3.08% (Aug 2025) 1.05% (Nov 2024) 14.00 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Detailed Portfolio Analysis
No of Debt Holding 1 (Category Avg - 0.85) | Modified Duration 0.00 Years (Category Avg - 0.00)| Yield to Maturity - -- (Category Avg - 0.00%)

Type of Holdings

Security Type
% Weight
Category Average
GOI 0.00% 0.02%
T-Bills 0.09% 0.36%

Investment / Portfolio Grades

Security Type
% Weight
Category Average
Government Backed 0.09% 0.37%
Low Risk 0.00% 0.00%
Moderate Risk 0.00% 0.00%
High Risk 0.00% 0.00%
Very High Risk 0.00% 0.00%
Others 0.00% 0.00%
Detailed Portfolio Analysis
Name Type of Instrument Weight (%)
TREPS TREPS 1.55%
Net Receivables Net Receivables -0.25%
Detailed Portfolio Analysis

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Nippon India Taiwan Equity Fund - Direct Plan - Growth NA 406.67 1.77 22.69 83.58 42.96 43.24
Aditya Birla Sun Life International Equity Fund - Direct Plan - Growth NA 266.19 -0.84 7.34 25.19 24.31 19.50
Nippon India Japan Equity Fund - Direct Plan - Growth NA 289.73 0.96 12.82 19.93 19.95 21.04
DSP Banking & Financial Services Fund - Direct Plan - Growth NA 1419.62 3.71 4.10 10.96 17.10 0.00
HDFC Transportation and Logistics Fund - Direct Plan - Growth NA 1651.55 -0.55 12.13 32.27 16.75 0.00
SBI Banking & Financial Services Fund - Direct Plan - Growth NA 8693.07 3.51 4.49 11.53 16.53 21.14
ITI Banking and Financial Services Fund - Direct Plan - Growth NA 311.03 5.33 4.51 8.81 16.10 16.85
Motilal Oswal Business Cycle Fund - Direct Plan - Growth NA 1984.52 -0.61 3.72 13.47 15.98 0.00
Franklin Asian Equity Fund - Direct - Growth NA 279.13 1.60 9.61 26.09 15.71 17.24
HDFC Defence Fund - Direct Plan - Growth NA 7024.28 -1.08 3.13 23.45 14.60 0.00

More Funds from SBI Mutual Fund

Out of 110 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 6 is/are ranked 4 * , 7 is/are ranked 3 * , 8 is/are ranked 2 * , 6 is/are ranked 1 * , and 82 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
SBI Equity Hybrid Fund - Direct Plan - Growth 3 79008.05 2.39 3.22 9.99 11.26 15.70
SBI Liquid Fund - Direct Plan - Growth 3 56928.87 0.47 1.41 3.01 6.74 7.04
SBI Large Cap Fund - Direct Plan - Growth 3 52829.93 0.97 2.60 8.81 3.57 15.96
SBI Contra Fund - Direct Plan - Growth 4 47205.42 0.12 0.07 6.86 -1.03 21.53
SBI Arbitrage Opportunities Fund - Direct Plan - Growth 4 39217.39 0.60 1.53 3.19 7.29 7.72
SBI Focused Fund - Direct Plan - Growth 4 38916.82 1.16 4.21 11.05 9.27 17.31
SBI Balanced Advantage Fund - Direct Plan - Growth NA 37457.25 1.48 2.02 6.73 6.65 15.35
SBI Savings Fund - Direct Plan - Growth 1 36565.60 0.53 1.48 3.50 7.73 7.66
SBI Small Cap Fund - Direct Plan - Growth 2 35584.85 -1.88 -3.19 7.65 -6.98 15.33
SBI Large & Midcap Fund - Direct Plan - Growth 3 34065.48 -0.18 0.75 10.17 3.56 18.02
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