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Home Mf Research Sbi Automotive Opportunities Fund Regular Plan Growth
SBI Mutual Fund

Mutual Fund Research

SBI Automotive Opportunities Fund - Regular Plan - Growth

SBI Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,030.32 +3.03%
Two Week 2026-10-21 ₹1,000.00 ₹1,058.01 +5.80%
One Month 2026-10-05 ₹1,000.00 ₹1,033.89 +3.39%
Three Months 2026-08-06 ₹3,000.00 ₹2,996.96 -0.10%
Six Months 2026-05-08 ₹6,000.00 ₹6,327.29 +5.45%
One Year 2025-11-04 ₹12,000.00 ₹13,482.55 +12.35%
Since Inception 2024-05-17 ₹31,000.00 ₹38,564.89 +24.40%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Auto Components 54.68%
Automobiles 31.80%
Industrial Products 6.81%
Agricultural, Commercial & Construction Vehicles 3.75%
Other 2.88%
Sovereign 0.08%

Top Holdings

Company-wise portfolio exposure

Mahindra & Mahindra Ltd. 12.15%
TVS Motor Company Ltd. 4.87%
Sona Blw Precision Forgings Ltd. 4.79%
Eicher Motors Ltd. 4.71%
Samvardhana Motherson International Ltd. 4.30%
Maruti Suzuki India Ltd. 3.84%
Bharat Forge Ltd. 3.81%
Tata Motors Ltd. 3.75%
Sansera Engineering Ltd. 3.59%
Bosch Ltd. 3.49%
Dhoot Transmission Ltd. 3.43%
Sedemac Mechatronics Ltd. 3.11%
Ather Energy Ltd. 3.00%
Gabriel India Ltd. 2.92%
Happy Forgings Ltd. 2.86%
UNO Minda Ltd. 2.54%
Hyundai Motor India Ltd. 2.51%
Craftsman Automation Ltd. 2.23%
ASK Automotive Ltd. 2.15%
Kingfa Science & Technology India Ltd. 2.14%
Tenneco Clean Air India Ltd. 2.09%
Belrise Industries Ltd. 1.98%
Minda Corporation Ltd. 1.91%
Balkrishna Industries Ltd. 1.88%
Sundram Fasteners Ltd. 1.88%
Timken India Ltd. 1.81%
Schaeffler India Ltd. 1.54%
Motherson Sumi Wiring India Ltd. 1.40%
Endurance Technologies Ltd. 1.31%
SPR Auto Technologies Ltd. 1.25%
ZF Commercial Vehicle Control Systems India Ltd. 1.23%
Asahi India Glass Ltd. 1.11%
Bajaj Auto Ltd. 0.72%
Sundaram Clayton Ltd. 0.40%
Alicon Castalloy Ltd. 0.34%
364 DAY T-BILL 19.11.26 0.08%
TREPS 3.08%
Net Receivable / Payable -0.20%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.30% 18.34% 15.87%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
PGIM India Healthcare Fund - Regular Plan - Growth 16.27% 0.00% 9.01%
Franklin Asian Equity Fund - Regular Plan - Growth 16.05% 19.91% 7.84%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from SBI Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
SBI Silver ETF - Regular Plan 17.81% 0.00% 32.29%
SBI Silver ETF Fund Of Fund - Regular Plan - Growth 17.10% 0.00% 29.87%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%
SBI Gold ETF - Regular Plan 13.11% 29.43% 23.35%
SBI US Specific Equity Active FOF - Regular Plan - Growth 12.74% 24.84% 16.24%
SBI Gold Fund - Regular Plan - Growth 12.50% 29.32% 9.52%
SBI Mnc Fund - Regular Plan - Growth 9.50% 6.24% 15.11%
SBI Childrens Fund - Savings Plan - Regular Plan - Growth 6.94% 10.44% 10.48%
SBI Childrens Fund - Investment Plan - Regular Plan - Growth 6.79% 19.06% 29.07%

Returns are historical and do not guarantee future performance.

View All SBI Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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. However, there can be no assurance that the investment objective of the Scheme will be realized

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.00%
Expense Ratio (Direct)
1.01%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY Auto TRI

Exit Load

Charges that may apply when you redeem units

For exit within 30 days from the date of allotment -1 %; For exit after 30 days from the date of allotment - Nil
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