SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl

SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl

Equity

SBI Mutual Fund

Equity - Other

Get the latest NAV of SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹11.08

▲0.1%1D

NAV as on 20 Oct 2025

7.71%/per year

Since Inception

Absolute Gain%

▲▼

1 people have invested ₹ 10K in SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl in the last three months

SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (20-Oct-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.72%
11.13%
27.22%
6.26%
--
--
Nifty 500
1.62%
1.88%
7.58%
4.14%
16.36%
19.51%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
5.67%
12.76%
32.27%
21.98%
32.08%
35.72%
Worst in Equity - Other
-3.46%
-7.16%
-0.92%
-14.26%
7.99%
13.41%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl
-
5,399Cr
0.94%
6.26%
-
--
--
--
--
--
Nippon India Power & Infra Fund Payout Inc Dist cum Cap Wdrl Direct Growth
-
7,001Cr
0.96%
-9.01%
22.71%
7.03
--
--
2.09
1.25
DSP Quant Fund Payout of Income Distribution cum capital withdrawal Direct Growth
-
1,016Cr
0.55%
5.14%
8.29%
-4.75
--
--
0.31
-1.24
Axis Innovation Fund Reinvst of Inc Dis cum Cap Wdrl Direct Growth
-
1,157Cr
1.31%
16.16%
12.51%
-0.59
--
--
0.77
-0.26
See all

SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

0

Profit

Total Corpus

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Absolute Return
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SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Asset Allocation

See fund asset allocation details as on (14-Oct-25)

Fund Distribution

as on (14-Oct-25)

Large cap
49.7%
Small cap
29%
Mid cap
19.8%
Small Cap allocation has gone up from 27.9% to 29%
Small Cap allocation has gone up from 27.9% to 29%
Mid Cap allocation has gone down from 20.2% to 19.8%
Mid Cap allocation has gone down from 20.2% to 19.8%
Large Cap allocation has gone up from 48.7% to 49.7%
Large Cap allocation has gone up from 48.7% to 49.7%
Cash allocation has gone down from 3.1% to 1.4%
Cash allocation has gone down from 3.1% to 1.4%
Debt allocation has gone down from 0.1% to 0%
Debt allocation has gone down from 0.1% to 0%

SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Sector Allocation

See fund sector allocation details as on (14-Oct-25)

Sector Allocation

Consumer Cyclical
92.4%
Industrial
7.6%

Top 3 Sectors in September were Consumer Cyclical, Industrial & Government

Sep'25

Consumer Cyclical

92%

Industrial

7%

Government

5%

Aug'25

Consumer Cyclical

93%

Industrial

7%

Government

3%

SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Holdings Details

as on (30-Sep-25)

Holdings
Weight%
1M Change
Mahindra & Mahindra Ltd
17.14%
-3.6%
Maruti Suzuki India Ltd
13.06%
22.2%
Eicher Motors Ltd
7.27%
0%
TVS Motor Co Ltd
6.37%
0%
Craftsman Automation Ltd
4.53%
0%
See all
Top Stocks bought last month
Maruti Suzuki India Ltd's allocation increased from 10.17% to 13.06%
Maruti Suzuki India Ltd's allocation increased from 10.17% to 13.06%
Hero MotoCorp Ltd's allocation increased from 2.43% to 3.65%
Hero MotoCorp Ltd's allocation increased from 2.43% to 3.65%
Eicher Motors Ltd's allocation increased from 6.53% to 7.27%
Eicher Motors Ltd's allocation increased from 6.53% to 7.27%
Top Stocks sold last month
Craftsman Automation Ltd's allocation decreased from 4.75 % to 4.53 %
Craftsman Automation Ltd's allocation decreased from 4.75 % to 4.53 %
UNO Minda Ltd's allocation decreased from 3.66 % to 3.61 %
UNO Minda Ltd's allocation decreased from 3.66 % to 3.61 %
ZF Commercial Vehicle Control Systems India Ltd's allocation decreased from 3.76 % to 3.35 %
ZF Commercial Vehicle Control Systems India Ltd's allocation decreased from 3.76 % to 3.35 %

SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.94%
Benchmark
Nifty Auto TR INR
AUM₹5399 Cr
Inception Date5 June, 2024
Min Lumpsum/SIP₹5000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
37.1%
Risk
Risk meter
pointer
Very High Risk

About SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl

SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 5 June, 2024. The fund is managed by Pradeep Kesavan, Tanmaya Desai. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl has ₹5399 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of 7.71% since inception. Over the last 1 year the fund has given a CAGR return of 6.26%.

Holdings

SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Consumer Cyclical, Cash Equivalent, Industrial, Government, Corporate, Basic Materials. Its top holdings are Mahindra & Mahindra Ltd, Maruti Suzuki India Ltd, Eicher Motors Ltd, TVS Motor Co Ltd, Craftsman Automation Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl

The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl has no lock in period.

Fund Manager

Pradeep Kesavan

Fund Manager of SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl, since 5 June 2024

Tanmaya Desai

Fund Manager of SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl, since 5 June 2024

Learn more about SBI Mutual Fund
Parameters
Sep'25
Aug'25
Jul'25
AUM
₹ 5.4K Cr
₹ 5.2K Cr
₹ 5.2K Cr
  • AUM of the fund stands at 5.4K Cr as of Sep'25
  • AUM increased by 162.9 Cr between Sep'25 and Aug'25

Frequently Asked Questions for SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl

How do I invest in SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl?

INDmoney makes it simple to invest in the SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl?

The NAV of the fund today is ₹11.08. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl fund has generated a return of 6.26% in 1 year

Who is the fund manager of SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl?

The fund managers are Pradeep Kesavan, Tanmaya Desai.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.94%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹5399 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl?

The top 3 holdings of the fund are Mahindra & Mahindra Ltd(17.14%), Maruti Suzuki India Ltd(13.06%), Eicher Motors Ltd(7.27%)