SBI Automotive Opportunities Fund Direct Growth
NAV as on 29-04-2025
₹ 8.97
▲1.2%
1D
Inception Returns
/yr
Historical NAV & Returns
Absolute
▲
▼
2873 people have invested ₹ 1.1Cr in SBI Automotive Opportunities Fund Direct Growth in the last three months
About SBI Automotive Opportunities Fund Direct Growth
SBI Automotive Opportunities Fund is a thematic mutual fund that invests at least 80% of its assets in equity and equity-related instruments of companies engaged in the automotive & allied business activities theme. The remaining is invested across REITs, InvITs, debt and money market instruments.
The fund invests in key growth drivers in different segments of the automotive industry, including Original Equipment Manufacturers (OEMs), Auto component manufacturers, and Electric Vehicle (EV) players. SBI Automotive Opportunities Fund is set to benefit from India’s underpenetration in vehicles (2W, 4W, CVs), rise in premiumisation and growth in EV adoption.
The fund managers at SBI adopt a bottom-up approach to pick stocks. This includes maintaining a strong focus on companies demonstrating strong fundamentals, scalable business and companies that adapt to trends.
Currently, the fund's portfolio comprises 22.8% small-cap stocks, 56.67% large-cap stocks, and 18.13% mid-cap stocks.
SBI Automotive Opportunities Fund Direct Growth Overview
| Expense ratio | 0.68% |
Benchmark | Nifty Auto TR INR |
| AUM | ₹5220 Cr |
| Inception Date | 5 June, 2024 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (29-Apr-25)
Fund Distribution
as on (31-Mar-25)
Large cap
56.7%
Small cap
22.8%
Mid cap
18.1%
Sector Allocation
Consumer Cyclical
92.4%
Industrial
7.6%
All changes are between Jan'25 and Mar'25
- This fund’s returns stands at 4.34% whereas the fund’s underlying benchmark Nifty 500 returns stands at 7.25% as on Mar'25
- This fund underperformed Nifty 500 by 2.91% in Mar'25
- AUM of the fund stands at 5.2K Cr as of Mar'25
- AUM increased by 183.7 Cr between Mar'25 and Feb'25
Top Stocks bought last month
ZF Commercial Vehicle Control Systems India Ltd's allocation increased from 3.26% to 3.73%
Eicher Motors Ltd's allocation increased from 5.12% to 5.53%
UNO Minda Ltd's allocation increased from 2.62% to 3.02%
Top Stocks sold last month
Mahindra & Mahindra Ltd's allocation decreased from 19.5 % to 19.41 %
Maruti Suzuki India Ltd's allocation decreased from 12.33 % to 11.48 %
Balkrishna Industries Ltd's allocation decreased from 3.9 % to 3.67 %
Large Cap allocation has gone down from 57.6% to 56.7%
Small Cap allocation has gone down from 22.8% to 22.8%
Mid Cap allocation has gone up from 16.5% to 18.1%
Cash allocation has gone down from 3% to 2.4%
Debt allocation has gone down from 0.1% to 0%
Top 3 Sectors in March were Consumer Cyclical, Industrial & Government
Mar'25
Consumer Cyclical
92%
Industrial
8%
Feb'25
Consumer Cyclical
92%
Industrial
8%
Government
3%
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Mahindra & Mahindra Ltd | 19.41% | 0% | |
 Maruti Suzuki India Ltd | 11.48% | 0% | |
 Tata Motors Ltd | 6.46% | 0% | |
 TVS Motor Co Ltd | 5.93% | 0% | |
 Eicher Motors Ltd | 5.53% | 0% |
See all
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
SBI Automotive Opportunities Fund Direct Growth | - | - | - | -10.29% |
 Sundaram Services Direct Growth | 17.91% | 19% | 29.6% | 21.5% |
 ICICI Prudential India Opportunities Fund Direct Growth | 15.43% | 24.31% | 35.97% | 23.21% |
 Franklin India Opportunities Fund - Direct - Growth | 14.73% | 30.7% | 33.71% | 18.23% |
See all
Top Growth Drivers | 1M Return |
|---|---|
 Eicher Motors Ltd | 5.9% |
Loading...
We are taking more time than usual
Tanmaya Desai
Fund Manager of SBI Automotive Opportunities Fund Direct Growth, since 5 June 2024
Top funds managed
Fund House
SBI Funds Management Ltd
Total Schemes
Total AUM
₹7.37L Cr
as on 31-Mar-2025
Address
9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai
Phone
91-22-66142900
Website
partnerforlife@sbimf.com
SBI Automotive Opportunities Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
Fund Allocations
This fund has an allocation of 97.57% in Equity, 0% in Debt and 2.43% in Cash related instruments
AUM size ₹5220 Cr
This fund has AUM of ₹5220 Cr which is more than its category average of ₹ 2034 Cr
Expense Ratio 0.68%
This fund has an expense ratio of 0.68% which is less than its category average expense ratio of 1.31%
More funds from SBI
5Y CAGR
▲ 33.10
5Y CAGR
▲ 25.82
5Y CAGR
▲ 30.18
5Y CAGR
▲ 32.05
5Y CAGR
▲ 36.79
Frequently Asked Questions for SBI Automotive Opportunities Fund Direct Growth
The current NAV of SBI Automotive Opportunities Fund Direct Growth is ₹8.97 as on 29-Apr-2025.
Existing (Absolute + CAGR) as on 29-Apr-2025.
SBI Automotive Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.92% | 2.92% |
6 Month Returns | -9.42% | -9.42% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.68% as on March 2025
₹5220 Cr as on March 2025
Mahindra & Mahindra Ltd(19.41%), Maruti Suzuki India Ltd(11.48%), Tata Motors Ltd(6.46%), TVS Motor Co Ltd(5.93%), Eicher Motors Ltd(5.53%) as on March 2025
The alpha ratio for the SBI Automotive Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Automotive Opportunities Fund Direct Growth | - | - | - |
As on March 2025
The alpha for SBI Automotive Opportunities Fund Direct Growth is calculated against Nifty Auto TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the SBI Automotive Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Automotive Opportunities Fund Direct Growth | - | - | - |
As on March 2025
The Beta for SBI Automotive Opportunities Fund Direct Growth is calculated with Nifty Auto TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the SBI Automotive Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Automotive Opportunities Fund Direct Growth | - | - | - |
As on March 2025
The sharpe ratio for SBI Automotive Opportunities Fund Direct Growth is calculated with Nifty Auto TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the SBI Automotive Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Automotive Opportunities Fund Direct Growth | - | - | - |
As on March 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Tanmaya Desai is the fund manager of SBI Automotive Opportunities Fund Direct Growth
The Exit load of SBI Automotive Opportunities Fund Direct Growth is 1%