SBI Automotive Opportunities Fund Direct Growth

SBI Automotive Opportunities Fund Direct Growth

Equity

SBI Mutual Fund

Equity - Other

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.

₹9.64

▲1.3%1D

NAV as on 15 May 2025

-3.63%/per year

Since Inception

Absolute Gain%

▲▼

2770 people have invested ₹ 97.8L 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 (15-May-25)

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

Period
This Fund
Nifty 500
Category Avg
1 Month
11.47%
7.09%
-
3 Months
8.83%
10.45%
-
6 Months
0.86%
3.76%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
SBI Automotive Opportunities Fund
-
5,317Cr
0.68%
-
-
-3.63%
ICICI Prudential India Opportunities Fund Direct Growth
1/39
27,197Cr
0.69%
15.99%
28.75%
23.22%
ICICI Prudential Business Cycle Fund Direct Growth
2/39
12,375Cr
0.74%
11.52%
26.39%
23.29%
Nippon India Power & Infra Fund Direct Growth
7/39
7,026Cr
1.03%
3.8%
34.43%
15.67%
See all

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
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SBI Automotive Opportunities Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 93.1%

Debt & Cash 6.9%

Large cap
53.6%
Small cap
21.4%
Mid cap
18.2%
Mid Cap allocation has gone up from 18.1% to 18.2%
Mid Cap allocation has gone up from 18.1% to 18.2%
Large Cap allocation has gone down from 56.7% to 53.6%
Large Cap allocation has gone down from 56.7% to 53.6%
Small Cap allocation has gone down from 22.8% to 21.4%
Small Cap allocation has gone down from 22.8% to 21.4%
Cash allocation has gone up from 2.4% to 6.9%
Cash allocation has gone up from 2.4% to 6.9%

SBI Automotive Opportunities Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 93.1%

Debt & Cash 6.9%

Consumer Cyclical
92.7%
Industrial
7.3%

Top 2 Sectors in April were Consumer Cyclical, Industrial

Apr'25

Consumer Cyclical

92%

Industrial

8%

Mar'25

Consumer Cyclical

92%

Industrial

8%

SBI Automotive Opportunities Fund Holdings Details

as on (30-Apr-25)

Equity

Debt & Cash

Top Stocks bought last month
Mahindra & Mahindra Ltd's allocation increased from 19.41% to 20.93%
Mahindra & Mahindra Ltd's allocation increased from 19.41% to 20.93%
Maruti Suzuki India Ltd's allocation increased from 11.48% to 11.99%
Maruti Suzuki India Ltd's allocation increased from 11.48% to 11.99%
Schaeffler India Ltd's allocation increased from 2.05% to 2.16%
Schaeffler India Ltd's allocation increased from 2.05% to 2.16%
Top Stocks sold last month
Tata Motors Ltd's allocation decreased from 6.46 % to 6.06 %
Tata Motors Ltd's allocation decreased from 6.46 % to 6.06 %
Samvardhana Motherson International Ltd's allocation decreased from 4.39 % to 4.39 %
Samvardhana Motherson International Ltd's allocation decreased from 4.39 % to 4.39 %
Eicher Motors Ltd's allocation decreased from 5.53 % to 4.19 %
Eicher Motors Ltd's allocation decreased from 5.53 % to 4.19 %

SBI Automotive Opportunities Fund Direct Growth Overview

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

Expense ratio0.68%
Benchmark
Nifty Auto TR INR
AUM₹5317 Cr
Inception Date5 June, 2024
Min Lumpsum/SIP₹5000/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
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 21.4% small-cap stocks, 53.58% large-cap stocks, and 18.20% mid-cap stocks.

Fund Manager

Tanmaya Desai

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

Learn more about SBI Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 5.3K Cr
₹ 5.2K Cr
₹ 5K Cr
  • AUM of the fund stands at 5.3K Cr as of Apr'25
  • AUM increased by 97.3 Cr between Apr'25 and Mar'25

Frequently Asked Questions for SBI Automotive Opportunities Fund Direct Growth

What is the current NAV of SBI Automotive Opportunities Fund Direct Growth?

The current NAV of SBI Automotive Opportunities Fund Direct Growth is ₹9.64 as on 15-May-2025.

What are the average returns of SBI Automotive Opportunities Fund Direct Growth?

Existing (Absolute + CAGR) as on 15-May-2025.
SBI Automotive Opportunities Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
11.47%
11.47%
6 Month Returns
0.86%
0.86%
1 Year Returns
0%
0%
3 Years Returns
0%
0%

How do I invest in SBI Automotive Opportunities Fund Direct Growth?

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.

What is the expense ratio of SBI Automotive Opportunities Fund Direct Growth?

0.68% as on April 2025

What is net assets under management (AUM) of SBI Automotive Opportunities Fund Direct Growth?

₹5317 Cr as on April 2025

What are the top 5 holdings of SBI Automotive Opportunities Fund Direct Growth?

Mahindra & Mahindra Ltd(20.93%), Maruti Suzuki India Ltd(11.99%), Tata Motors Ltd(6.06%), TVS Motor Co Ltd(6.03%), Samvardhana Motherson International Ltd(4.39%) as on April 2025

What is the alpha of SBI Automotive Opportunities Fund Direct Growth?

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 April 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%.

What is the beta of SBI Automotive Opportunities Fund Direct Growth??

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 April 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.

What is the sharpe ratio of SBI Automotive Opportunities Fund Direct Growth?

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 April 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.

What is the standard deviation of SBI Automotive Opportunities Fund Direct Growth?

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 April 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.

Who is the manager of SBI Automotive Opportunities Fund Direct Growth?

Tanmaya Desai is the fund manager of SBI Automotive Opportunities Fund Direct Growth

What is the exit load of SBI Automotive Opportunities Fund Direct Growth?

The Exit load of SBI Automotive Opportunities Fund Direct Growth is 1%