Mutual Fund

Fund Card

SBI Automotive Opportunities Fund-Reg(G)

very highequityauto

10.98 0.02(0.20%) NAV as on 25 Nov 2025

1.18% 1 M

12.28% 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 :

1.89

As on 31 Oct, 2025

Age :

1 yrs 5 m

Since 05 06 ,2024

Exit Load :

AUM :

5,378.28 Crs

Lock-in :

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

Investing Style :

Large Growth

Portfolio Price To Book Value :

7.16

Min. Investment :

SIP 500 & Lumpsum 5000

Scheme Benchmark :

Fund Manager :

Tanmaya Desai

LATEST ASSET & PORTFOLIO ALLOCATION

as on Oct 31 ,2025

Debt 0.09 %

Others 2.10 %

Equity 97.81 %

TOP HOLDINGS

Mahindra & Mahindra Ltd.17.51 %

Maruti Suzuki India Ltd.13.24 %

Eicher Motors Ltd.7.30 %

TVS Motor Company Ltd.6.52 %

Craftsman Automation Ltd.4.47 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Automobiles - Passenger Cars	30.75
Auto Ancillary	25.54
Automobile Two & Three Wheelers	20.10
Bearings	5.16
Forgings	5.01

See All Sectors

5-YEARS HISTORY

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

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