SBI Automotive Opportunities Fund Regular Growth

SBI Automotive Opportunities Fund Regular Growth

Equity

SBI Mutual Fund

Equity - Other

Get the latest NAV of SBI Automotive Opportunities Fund Regular 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.

₹9.83

▲0.1%1D

NAV as on 03 Jul 2025

-1.62%/per year

Since Inception

Absolute Gain%

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SBI Automotive Opportunities Fund Regular Growth Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (03-Jul-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
3.49%
3.57%
-
3 Months
15.17%
10.73%
-
6 Months
1.14%
3.58%
-
1 Year
-5.69%
2.93%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
SBI Automotive Opportunities Fund Regular Growth
-
5,652Cr
1.84%
-5.69%
-
-1.62%
ICICI Prudential India Opportunities Fund Regular
1/39
28,204Cr
1.6%
10.44%
28.78%
21.95%
ICICI Prudential Business Cycle Fund Regular
2/39
12,972Cr
1.7%
9.01%
26.44%
22.37%
ICICI Prudential Exports and Services Fund Direct Growth
3/39
1,396Cr
2.27%
9.31%
24.2%
15.41%
See all

SBI Automotive Opportunities Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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SBI Automotive Opportunities Fund Regular Growth 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%

Large cap
53.8%
Small cap
23.4%
Mid cap
19.4%
Large Cap allocation has gone up from 53.6% to 53.8%
Large Cap allocation has gone up from 53.6% to 53.8%
Small Cap allocation has gone up from 21.4% to 23.4%
Small Cap allocation has gone up from 21.4% to 23.4%
Mid Cap allocation has gone up from 18.2% to 19.4%
Mid Cap allocation has gone up from 18.2% to 19.4%
Cash allocation has gone down from 6.9% to 2.2%
Cash allocation has gone down from 6.9% to 2.2%

SBI Automotive Opportunities Fund Regular Growth Sector Allocation

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

Sector Allocation

Equity 97.8%

Debt & Cash 2.2%

Consumer Cyclical
92.6%
Industrial
7.4%

Top 2 Sectors in May were Consumer Cyclical, Industrial

May'25

Consumer Cyclical

92%

Industrial

8%

Apr'25

Consumer Cyclical

92%

Industrial

8%

SBI Automotive Opportunities Fund Regular Growth Holdings Details

as on (30-Jun-25)

Equity

Debt & Cash

Top Stocks bought last month
Tata Motors Ltd's allocation increased from 6.06% to 8.15%
Tata Motors Ltd's allocation increased from 6.06% to 8.15%
Eicher Motors Ltd's allocation increased from 4.19% to 4.72%
Eicher Motors Ltd's allocation increased from 4.19% to 4.72%
Sansera Engineering Ltd's allocation increased from 2.61% to 3.08%
Sansera Engineering Ltd's allocation increased from 2.61% to 3.08%
Top Stocks sold last month
Mahindra & Mahindra Ltd's allocation decreased from 20.93 % to 18.96 %
Mahindra & Mahindra Ltd's allocation decreased from 20.93 % to 18.96 %
Maruti Suzuki India Ltd's allocation decreased from 11.99 % to 11.33 %
Maruti Suzuki India Ltd's allocation decreased from 11.99 % to 11.33 %
TVS Motor Co Ltd's allocation decreased from 6.03 % to 5.9 %
TVS Motor Co Ltd's allocation decreased from 6.03 % to 5.9 %

SBI Automotive Opportunities Fund Regular Growth Overview

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

Expense ratio1.84%
Benchmark
Nifty Auto TR INR
AUM₹5652 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 Regular Growth

SBI Automotive Opportunities Fund Regular Growth is an equity fund. This fund was started on 5 June, 2024. The fund is managed by Tanmaya Desai. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. SBI Automotive Opportunities Fund Regular Growth has ₹5652 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
  2. The fund has an expense ratio 1.8.

Returns

SBI Automotive Opportunities Fund Regular Growth has given a CAGR return of -1.62% since inception. Over the last 1 year the fund has given a CAGR return of -5.69%.

Holdings

SBI Automotive Opportunities Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial. Its top holdings are Mahindra & Mahindra Ltd, Maruti Suzuki India Ltd, Tata Motors Ltd, TVS Motor Co Ltd, Samvardhana Motherson International 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 Regular Growth

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 Regular Growth has no lock in period.

Fund Manager

Tanmaya Desai

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

Learn more about SBI Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 5.7K Cr
₹ 5.3K Cr
₹ 5.2K Cr
  • 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

Frequently Asked Questions for SBI Automotive Opportunities Fund Regular Growth

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

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

The NAV of the fund today is ₹9.83. 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 Regular Growth fund has generated a return of -5.69% in 1 year

Who is the fund manager of SBI Automotive Opportunities Fund Regular Growth?

The fund managers are 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 1.84%. 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 ₹5652 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 Regular Growth?

The top 3 holdings of the fund are Mahindra & Mahindra Ltd(18.96%), Maruti Suzuki India Ltd(11.33%), Tata Motors Ltd(8.15%)