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SBI Automotive Opportunities Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : SBI Mutual Fund
  • NAV
    : ₹ 10.4281 0.98%
    (as on 05th September, 2025)
Crisil Rating

Not Rated

Rank not available for the fund
Fund Size
: ₹ 5235.79 Cr
(1.04% of Investment in Category)
 Expense Ratio
: 1.88%
(2.12% Category average)
Risk-O-Meter
Very High Risk

The fund has 96.74% investment in domestic equities of which 37.47% is in Large Cap stocks, 23.48% is in Mid Cap stocks, 9.8% 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 05th September, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 29-Aug-25 10388.70 3.89% - 1.66% 5/238
1 Month 05-Aug-25 10707.80 7.08% - 0.88% 6/242
3 Month 05-Jun-25 10938.90 9.39% - 1.45% 9/234
6 Month 05-Mar-25 12302.90 23.03% - 13.86% 11/230
YTD 01-Jan-25 11008.00 10.08% - 1.12% 12/220
1 Year 05-Sep-24 9644.30 -3.56% -3.56% -2.92% 107/197
Since Inception 07-Jun-24 10428.10 4.28% 3.42% 11.79% 176/217
Returns Calculator Detailed Returns Analysis

SIP Returns (NAV as on 05th September, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 05-Sep-24 12000 13194.13 9.95 % 18.88 %
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 31st Jul,2025)

Portfolio Turnover Ratio : 43.00%  |   Category average turnover ratio is 163.62%  
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 : 96.74% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 96.74%
No of Stocks : 27 (Category Avg - 43.92) | Large Cap Investments : 37.47%| Mid Cap Investments : 23.48% | Small Cap Investments : 9.8% | Other : 25.99%

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 9609.3 18.35% 0.83% 20.93% (Apr 2025) 15.19% (Aug 2024) 30.00 L 0.00
Maruti Suzuki India Ltd. Passenger cars & utility vehicles 3782.4 7.22% -3.70% 12.33% (Feb 2025) 7.22% (Jul 2025) 3.00 L -1.80 L
Tata Motors Ltd. Passenger cars & utility vehicles 3729.3 7.12% -0.96% 11.7% (Aug 2024) 6.06% (Apr 2025) 56.00 L -8.00 L
- TVS Motor Company Ltd. 2/3 wheelers 3082 5.89% 0.00% 6.35% (Aug 2024) 5.25% (Nov 2024) 11.00 L 0.00
Eicher Motors Ltd. 2/3 wheelers 3024.1 5.78% 0.59% 5.78% (Jul 2025) 0% (Aug 2024) 5.53 L 53.00 k
Craftsman Automation Ltd. Auto components & equipments 2430.7 4.64% 0.96% 4.64% (Jul 2025) 2.7% (Jan 2025) 3.60 L 0.00
Motherson Sumi Systems Ltd. Auto components & equipments 2332.1 4.45% -0.52% 4.97% (Jun 2025) 3.52% (Aug 2024) 2.40 Cr 65.00 L
Balkrishna Industries Ltd. Tyres & rubber products 2141 4.09% 0.73% 4.09% (Jul 2025) 2.13% (Aug 2024) 8.00 L 50.00 k
WABCO India Ltd. Auto components & equipments 1964.9 3.75% 0.06% 3.75% (Jul 2025) 2.97% (Jan 2025) 1.49 L -0.99 k
Sona BLW Precision Forgings Ltd. Auto components & equipments 1798.2 3.43% -0.10% 4.26% (Oct 2024) 3.08% (Aug 2024) 40.00 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Detailed Portfolio Analysis
No of Debt Holding 1 (Category Avg - 1.17) | 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% 0.01%
T-Bills 0.09% 0.59%

Investment / Portfolio Grades

Security Type
% Weight
Category Average
Government Backed 0.09% 0.60%
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 2.62%
Net Receivables Net Receivables 0.55%
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 - Regular Plan - Growth NA 351.43 16.03 35.07 40.96 52.63 30.71
Aditya Birla Sun Life International Equity Fund - Regular Plan - Growth NA 229.26 3.07 9.30 14.11 25.46 16.77
Motilal Oswal Business Cycle Fund - Regular Plan - Growth NA 1949.73 1.99 4.84 14.44 18.91 0.00
Nippon India US Equity Opportunities Fund - Growth NA 705.95 3.35 6.55 4.91 17.07 18.63
Nippon India Japan Equity Fund - Growth NA 273.12 4.46 8.26 13.42 15.38 16.71
Franklin Asian Equity Fund - Growth NA 270.18 1.30 6.60 11.55 14.14 9.48
DSP Banking & Financial Services Fund - Regular Plan - Growth NA 1346.44 -0.18 -0.81 13.29 11.30 0.00
SBI Banking & Financial Services Fund - Regular Plan - Growth NA 8450.07 -0.59 1.26 16.04 9.37 17.45
Motilal Oswal Manufacturing Fund - Regular Plan - Growth NA 774.69 2.18 1.18 22.01 9.32 0.00
HDFC Transportation and Logistics Fund - Regular Plan - Growth NA 1450.98 8.79 17.40 33.29 8.92 0.00

More Funds from SBI Mutual Fund

Out of 138 mutual fund schemes offered by this AMC, 4 is/are ranked 5 * , 7 is/are ranked 4 * , 12 is/are ranked 3 * , 7 is/are ranked 2 * , 7 is/are ranked 1 * , and 101 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
SBI Nifty 50 ETF 4 201813.73 0.53 0.50 11.68 -0.42 13.09
SBI Nifty 50 ETF 4 201813.73 0.53 0.50 11.68 -0.42 13.09
SBI BSE Sensex ETF 5 117253.54 0.15 -0.37 10.42 -0.68 12.16
SBI BSE Sensex ETF 5 117253.54 0.15 -0.37 10.42 -0.68 12.16
SBI Equity Hybrid Fund - Regular Plan - Growth 3 77793.99 -0.32 0.09 11.62 5.72 13.24
SBI Liquid Fund - Regular Plan - Growth 3 68443.37 0.46 1.43 3.26 6.81 6.91
SBI Large Cap Fund - Regular Plan - Growth 3 53030.39 0.26 0.56 11.92 0.04 13.60
SBI Contra Fund - Regular Plan - Growth 4 46947.01 0.55 0.00 9.59 -5.04 19.75
SBI Arbitrage Opportunities Fund - Regular Plan - Growth 4 39824.16 0.36 1.51 3.37 6.78 7.18
SBI Focused Fund - Regular Plan - Growth 4 37936.17 1.93 2.12 13.85 6.20 15.15
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