SBI Automotive Opportunities Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Sectoral/Thematic

Fund House : SBI Mutual Fund

NAV

This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. NAV is nothing but the unit price for the fund. You will be allocated number of units based on this price. NAV is declared once each day generally at the end of the day. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio

: ₹ 11.331 0.35%
(as on 05th December, 2025)

Crisil Rating

Not Rated

Rank not available for the fund

Fund Size

: ₹ 5378.28 Cr

(1.01% of Investment in Category)

Expense Ratio

: 0.94%

(0.89% Category average)

Risk-O-Meter

Very High Risk

Sectoral/Thematic :Sectoral/Thematic : The fund has 97.91% investment in domestic equities of which 36.81% is in Large Cap stocks, 19.52% is in Mid Cap stocks, 12.8% 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.

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This Scheme

VS

Benchmark
Nifty Auto TRI

5.02%

6.17%

20.72%

18.79%

26.33%

25.75%

26.28%
NA
-0.21%

2.99%

4.87%

2.35%

16.63%

20.51%

13.47%

NA
Gold

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Returns Calculator
SIP Calculator
VIP (Value Avg)

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Returns (NAV as on 05th December, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	28-Nov-25	10009.60	0.10%	-	-0.63%	38/231
1 Month	04-Nov-25	10323.60	3.24%	-	-0.21%	12/230
3 Month	05-Sep-25	10706.60	7.07%	-	2.99%	35/226
6 Month	05-Jun-25	11744.60	17.45%	-	4.87%	5/215
YTD	01-Jan-25	11875.60	18.76%	-	5.11%	13/201
1 Year	05-Dec-24	11515.00	15.15%	15.15%	2.35%	13/189
Since Inception	07-Jun-24	11331.00	13.31%	8.71%	13.47%	150/202

Returns Calculator Detailed Returns Analysis

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

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	05-Dec-24	12000	14112.68	17.61 %	34.09 %

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 Oct,2025)

Portfolio Turnover Ratio : 32.00% | Category average turnover ratio is 153.01%

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 : 97.91% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 97.91%

No of Stocks : 28 (Category Avg - 44.44) | Large Cap Investments : 36.81%| Mid Cap Investments : 19.52% | Small Cap Investments : 12.8% | Other : 28.78%

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
Mahindra & Mahindra Ltd.	Passenger cars & utility vehicles	9415.4	17.51%	0.37%	20.93% (Apr 2025)	17.11% (Aug 2025)	27.00 L
Maruti Suzuki India Ltd.	Passenger cars & utility vehicles	7121.8	13.24%	0.18%	13.24% (Oct 2025)	7.22% (Jul 2025)	4.40 L
Eicher Motors Ltd.	2/3 wheelers	3923.9	7.30%	0.03%	7.3% (Oct 2025)	2.93% (Nov 2024)	5.60 L
TVS Motor Company Ltd.	2/3 wheelers	3508.7	6.52%	0.15%	6.52% (Oct 2025)	5.25% (Nov 2024)	10.00 L
Craftsman Automation Ltd.	Auto components & equipments	2404.8	4.47%	-0.06%	4.75% (Aug 2025)	2.7% (Jan 2025)	3.60 L
Hero Motocorp Ltd.	2/3 wheelers	1995.8	3.71%	0.06%	3.71% (Oct 2025)	0% (Nov 2024)	3.60 L
Sona BLW Precision Forgings Ltd.	Auto components & equipments	1891	3.52%	0.47%	4.22% (Nov 2024)	3.05% (Sep 2025)	40.00 L
UNO Minda Ltd.	Auto components & equipments	1852.8	3.44%	-0.17%	3.66% (Aug 2025)	2.48% (Nov 2024)	15.00 L
Sansera Engineering Ltd.	Auto components & equipments	1816.4	3.38%	0.33%	3.43% (Nov 2024)	2.61% (Apr 2025)	12.00 L
Gabriel India Ltd.	Auto components & equipments	1783.5	3.32%	0.26%	3.32% (Oct 2025)	1.05% (Nov 2024)	14.00 L

- indicates change in weight in the portfolio. # indicates a new entry.

Detailed Portfolio Analysis

No of Debt Holding 1 (Category Avg - 0.87) | 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%	0.43%

Investment / Portfolio Grades

Security Type	% Weight	Category Average
Government Backed	0.09%	0.44%
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	1.97%
Net Receivables	Net Receivables	0.03%

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	421.51	2.39	9.54	48.47	43.84	35.51
Aditya Birla Sun Life International Equity Fund - Direct Plan - Growth	NA	273.51	3.34	5.82	15.91	30.76	15.68
Franklin Asian Equity Fund - Direct - Growth	NA	297.12	-0.42	8.83	17.40	21.77	11.82
Quant BFSI Fund - Direct Plan - Growth	NA	680.73	2.50	9.07	14.86	19.32	0.00
HDFC Transportation and Logistics Fund - Direct Plan - Growth	NA	1733.63	-0.67	1.34	19.33	18.52	0.00
ITI Banking and Financial Services Fund - Direct Plan - Growth	NA	333.18	2.76	11.56	10.61	17.49	15.46
Nippon India Japan Equity Fund - Direct Plan - Growth	NA	292.35	0.79	3.82	12.74	17.16	17.21
SBI Banking & Financial Services Fund - Direct Plan - Growth	NA	9273.44	3.00	10.00	11.68	16.73	20.67
UTI Transportation and Logistics Fund - Direct Plan - Growth	NA	4008.33	1.85	3.05	16.78	16.34	25.94
DSP Banking & Financial Services Fund - Direct Plan - Growth	NA	1518.73	1.79	9.06	8.58	16.07	0.00

Detailed Comparison

More Funds from SBI Mutual Fund

Out of 109 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 6 is/are ranked 4 * , 8 is/are ranked 3 * , 6 is/are ranked 2 * , 7 is/are ranked 1 * , and 81 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	4	81951.86	0.52	4.34	4.61	10.66	14.38
SBI Liquid Fund - Direct Plan - Growth	3	71091.78	0.48	1.45	2.92	6.60	7.01
SBI Large Cap Fund - Direct Plan - Growth	3	54687.99	1.84	4.75	5.52	6.11	14.45
SBI Contra Fund - Direct Plan - Growth	3	49218.42	0.90	4.41	4.68	2.35	19.91
SBI Focused Fund - Direct Plan - Growth	4	40823.77	2.76	7.10	9.92	14.45	17.89
SBI Arbitrage Opportunities Fund - Direct Plan - Growth	4	39858.59	0.53	1.54	3.20	7.00	7.82
SBI Balanced Advantage Fund - Direct Plan - Growth	NA	38628.37	1.01	5.22	5.02	8.36	14.81
SBI Savings Fund - Direct Plan - Growth	1	37973.57	0.53	1.54	3.14	7.60	7.62
SBI Small Cap Fund - Direct Plan - Growth	2	36945.09	-3.65	-2.25	-0.16	-6.68	13.79
SBI Large & Midcap Fund - Direct Plan - Growth	3	35514.42	1.05	4.46	7.46	6.71	17.24