SBI Automotive Opportunities Fund Direct Growth

SBI Automotive Opportunities Fund Direct Growth

Get the latest NAV of SBI Automotive Opportunities Fund Direct Growth. 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.

₹9.94

0.1%1D

NAV as on 14 Aug 2025

-0.5%/per year

Since Inception

Absolute Gain%

2656 people have invested ₹ 80.3L in SBI Automotive Opportunities Fund Direct Growth in the last three months

SBI Automotive Opportunities Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (14-Aug-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.85%
4.47%
12.25%
-5.03%
--
--
Nifty 500
-3.38%
-0.83%
9.92%
-1.63%
14.07%
19.74%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
2.43%
11.84%
43.18%
13.99%
32.61%
32.29%
Worst in Equity - Other
-7.6%
-2.68%
-2.33%
-16.05%
7.61%
13.15%

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
-
5,236Cr
0.83%
-5.03%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund Direct Growth
1/40
29,718Cr
0.61%
5.76%
24.2%
9.01
0.82
1.49
2.94
1.86
ICICI Prudential Business Cycle Fund Direct Growth
2/40
13,479Cr
0.72%
8.86%
23.08%
7.29
0.86
1.31
2.54
1.57
Nippon India Quant Fund Direct Growth
3/40
101Cr
0.41%
2.6%
20.29%
6.44
0.99
1.08
1.91
2.20

SBI Automotive Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit


Total Corpus

0

Absolute Return

SBI Automotive Opportunities Fund Asset Allocation

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

Fund Distribution

as on (14-Aug-25)

Equity 96.8%

Debt & Cash 3.2%

Large cap
48.8%

Small cap
28.6%

Mid cap
19.4%

Mid Cap allocation has gone up from 19.2% to 19.4%
Mid Cap allocation has gone up from 19.2% to 19.4%
Large Cap allocation has gone down from 52.6% to 48.8%
Large Cap allocation has gone down from 52.6% to 48.8%
Small Cap allocation has gone up from 24.5% to 28.6%
Small Cap allocation has gone up from 24.5% to 28.6%
Debt allocation has gone up from 0.1% to 0.1%
Debt allocation has gone up from 0.1% to 0.1%
Cash allocation has gone up from 2.4% to 3.1%
Cash allocation has gone up from 2.4% to 3.1%

SBI Automotive Opportunities Fund Sector Allocation

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

Sector Allocation

Equity 96.8%

Debt & Cash 3.2%

Consumer Cyclical
91.9%
Industrial
8.1%

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

Jul'25

Consumer Cyclical

92%

Industrial

8%

Government

3%

Jun'25

Consumer Cyclical

92%

Industrial

8%

Government

3%

SBI Automotive Opportunities Fund Holdings Details

as on (31-Jul-25)

Equity

Holdings
Weight%
1M Change
Mahindra & Mahindra Ltd
18.35%
0%
Maruti Suzuki India Ltd
7.22%
-37.5%
Tata Motors Ltd
7.12%
-12.5%
TVS Motor Co Ltd
5.89%
0%
Eicher Motors Ltd
5.78%
10.6%
Top Stocks bought last month
MRF Ltd's allocation increased from 1.31% to 2.82%
MRF Ltd's allocation increased from 1.31% to 2.82%
Gabriel India Ltd's allocation increased from 1.8% to 2.77%
Gabriel India Ltd's allocation increased from 1.8% to 2.77%
Craftsman Automation Ltd's allocation increased from 3.68% to 4.64%
Craftsman Automation Ltd's allocation increased from 3.68% to 4.64%
Top Stocks sold last month
Maruti Suzuki India Ltd's allocation decreased from 10.92 % to 7.22 %
Maruti Suzuki India Ltd's allocation decreased from 10.92 % to 7.22 %
Tata Motors Ltd's allocation decreased from 8.08 % to 7.12 %
Tata Motors Ltd's allocation decreased from 8.08 % to 7.12 %
TVS Motor Co Ltd's allocation decreased from 5.89 % to 5.89 %
TVS Motor Co Ltd's allocation decreased from 5.89 % to 5.89 %

SBI Automotive Opportunities Fund Direct Growth Overview

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

Expense ratio0.83%
Benchmark
Nifty Auto TR INR
AUM₹5236 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

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 28.6% small-cap stocks, 48.82% large-cap stocks, and 19.38% mid-cap stocks.

With an AUM of ₹5236.0 crores, SBI Automotive Opportunities Fund Direct Growth generated a return of -5.0% in 1 year. while its benchmark index (Nifty 500) generated -1.6% in 1 year, 14.1% in 3 years, and 19.7% in 5 years.

Fund Manager

Pradeep Kesavan

Fund Manager of SBI Automotive Opportunities Fund Direct Growth, since 5 June 2024

Tanmaya Desai

Fund Manager of SBI Automotive Opportunities Fund Direct Growth, since 5 June 2024

Learn more about SBI Mutual Fund
Parameters
Jul'25
Jun'25
May'25
AUM
₹ 5.2K Cr
₹ 5.5K Cr
₹ 5.7K Cr
  • AUM of the fund stands at 5.2K Cr as of Jul'25
  • AUM decreased by 215.1 Cr between Jul'25 and Jun'25

Frequently Asked Questions for SBI Automotive Opportunities Fund Direct Growth

How do I invest in SBI Automotive Opportunities Fund?

INDmoney makes it simple to invest in the SBI Automotive Opportunities Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘SBI Automotive Opportunities Fund’.
  • 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?

The NAV of the fund today is ₹9.94. 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 fund has generated a return of -5.03% in 1 year

Who is the fund manager of SBI Automotive Opportunities Fund?

The fund managers are Pradeep Kesavan, Tanmaya Desai.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. 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 0.83%. 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 ₹5236 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?

The top 3 holdings of the fund are Mahindra & Mahindra Ltd(18.35%), Maruti Suzuki India Ltd(7.22%), Tata Motors Ltd(7.12%)