Mutual Fund

Fund Card

SBI Automotive Opportunities Fund-Reg(G)

very highequityauto

11.41 0.07(0.64%) NAV as on 01 Jan 2026

1.62% 1 M

20.45% 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 6 m

Since 05 06 ,2024

Exit Load :

AUM :

5,379.86 Crs

Lock-in :

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

Investing Style :

Large Growth

Portfolio Price To Book Value :

7.58

Min. Investment :

SIP 500 & Lumpsum 5000

Scheme Benchmark :

Fund Manager :

Tanmaya Desai

LATEST ASSET & PORTFOLIO ALLOCATION

as on Nov 30 ,2025

Debt 0.09 %

Others 1.02 %

Equity 98.89 %

TOP HOLDINGS

Mahindra & Mahindra Ltd.16.76 %

Maruti Suzuki India Ltd.11.82 %

Eicher Motors Ltd.6.56 %

TVS Motor Company Ltd.5.91 %

Hero MotoCorp Ltd.4.13 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Auto Ancillary	30.20
Automobiles - Passenger Cars	28.58
Automobile Two & Three Wheelers	19.26
Forgings	5.22
Bearings	5.04

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025	2025-2026
NAV in Rs (as on 31-Dec-2025)	8.63	11.34
Net Assets(Rs Crores) (as on 31-Dec-2025)	5220.22	5379.86
Scheme Returns(%)(Absolute)	-13.70	32.11
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