Mutual Fund

Fund Card

SBI Automotive Opportunities Fund-Reg(G)

very highequityauto

10.43 0.09(0.83%) NAV as on 06 Apr 2026

-6.74% 1 M

25.7% 1 Y

NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

FUND OBJECTIVE

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.

SCHEME DETAILS

Expenses Ratio :

1.87

As on 28 Feb, 2026

Age :

1 yrs 10 m

Since 05 06 ,2024

Exit Load :

AUM :

5,332.87 Crs

Lock-in :

1% on or before 30D, Nil after 30D

Investing Style :

Large Growth

Portfolio Price To Book Value :

7.78

Min. Investment :

SIP 500 & Lumpsum 5000

Scheme Benchmark :

NIFTY AUTO - TRI

Fund Manager :

Tanmaya Desai

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026

Debt 0.09 %

Others 1.99 %

Equity 97.92 %

TOP HOLDINGS

Mahindra & Mahindra Ltd.14.53 %

Eicher Motors Ltd.8.11 %

TVS Motor Company Ltd.5.81 %

Maruti Suzuki India Ltd.5.71 %

Bharat Forge Ltd.4.73 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Auto Ancillary	36.23
Automobiles - Passenger Cars	20.24
Automobile Two & Three Wheelers	16.58
Forgings	8.48
Bearings	5.68

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025	2025-2026
NAV in Rs (as on 31-Mar-2026)	8.63	10.22
Net Assets(Rs Crores) (as on 31-Mar-2026)	5220.22	5332.87
Scheme Returns(%)(Absolute)	-13.70	19.03
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	101/102	2/120

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

No data found