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.
₹9.85
▲0.1%1D
NAV as on 30 Jun 2025
/per year
Since Inception
▲▼
2637 people have invested ₹ 82.4L 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 (30-Jun-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
SBI Automotive Opportunities Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
SBI Automotive Opportunities Fund Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 97.8%
Debt & Cash 2.2%
SBI Automotive Opportunities Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 97.8%
Debt & Cash 2.2%
Top 2 Sectors in May were Consumer Cyclical, Industrial
Consumer Cyclical
92%
Industrial
8%
Consumer Cyclical
92%
Industrial
8%
SBI Automotive Opportunities Fund Holdings Details
as on (31-May-25)
Equity
Debt & Cash
SBI Automotive Opportunities Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.67% |
Benchmark | Nifty Auto TR INR |
| AUM | ₹5652 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 |
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 23.4% small-cap stocks, 53.81% large-cap stocks, and 19.38% mid-cap stocks.
With an AUM of ₹5652.0 crores, SBI Automotive Opportunities Fund Direct Growth generated a return of -5.3% in 1 year. while its benchmark index (Nifty 500) generated 4.7% in 1 year, 20.8% in 3 years, and 22.7% in 5 years.
Fund Manager
Tanmaya Desai
Fund Manager of SBI Automotive Opportunities Fund Direct Growth, since 5 June 2024
- AUM of the fund stands at 5.7K Cr as of May'25
- AUM increased by 334.2 Cr between May'25 and Apr'25
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Frequently Asked Questions for SBI Automotive Opportunities Fund Direct Growth
How do I invest in SBI Automotive Opportunities Fund?
- 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.