Mutual Fund

Fund Card

SBI Automotive Opportunities Fund-Reg(G)

very highequityauto

11.19 -0.17(-1.48%) NAV as on 09 Jan 2026

2.06% 1 M

18.26% 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 :

1.88

As on 30 Nov, 2025

Age :

1 yrs 7 m

Since 05 06 ,2024

Exit Load :

AUM :

5,382.56 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 :

Fund Manager :

Tanmaya Desai

LATEST ASSET & PORTFOLIO ALLOCATION

as on Dec 31 ,2025

Debt 0.09 %

Others 1.99 %

Equity 97.92 %

TOP HOLDINGS

Mahindra & Mahindra Ltd.16.54 %

Maruti Suzuki India Ltd.9.93 %

TVS Motor Company Ltd.6.05 %

Eicher Motors Ltd.5.98 %

Craftsman Automation Ltd.4.00 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Auto Ancillary	33.51
Automobiles - Passenger Cars	26.47
Automobile Two & Three Wheelers	17.40
Forgings	5.60
Bearings	4.99

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025	2025-2026
NAV in Rs (as on 09-Jan-2026)	8.63	11.19
Net Assets(Rs Crores) (as on 09-Jan-2026)	5220.22	5382.56
Scheme Returns(%)(Absolute)	-13.70	30.39
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	101/102	2/113

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