SBI Automotive Opportunities Fund - Regular Plan - Growth
SBI Funds Management Ltd
₹12.41 (+0.69%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
16.39% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.87%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,134
Invested ₹1,000
▲+13.40%1 year
₹1,164
Invested ₹1,000
▲+16.39%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty Auto TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +16.39% | — | — | — |
| Cumulative returns (%) | +16.39% | — | — | — |
Fund Manager
| Manager | Tanmaya Desai |
|---|---|
| Role | Manager |
| Manager Tenure | 2.32 yrs |
About Fund
| Date of Incorporation | 5 Jun 2024 |
|---|---|
| Fund House | SBI Funds Management Ltd |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | SBI Funds Management Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Mahindra & Mahindra Ltd | 12.92% |
| Eicher Motors Ltd | 5.64% |
| TVS Motor Co Ltd | 4.92% |
| Sona BLW Precision Forgings Ltd | 4.48% |
| Samvardhana Motherson International Ltd | 4.30% |
| Maruti Suzuki India Ltd | 4.27% |
| Hero MotoCorp Ltd | 4.13% |
| Bharat Forge Ltd | 3.98% |
| Dhoot Transmission Ltd | 3.81% |
| Tata Motors Ltd | 3.71% |
| Tenneco Clean Air India Ltd | 3.68% |
| Craftsman Automation Ltd | 3.65% |
| Happy Forgings Ltd | 3.55% |
| UNO Minda Ltd | 3.34% |
| Gabriel India Ltd | 3.31% |
| Ather Energy Ltd | 3.18% |
| Tata Motors Ltd | 3.15% |
| Sansera Engineering Ltd | 2.91% |
| ZF Commercial Vehicle Control Systems India Ltd | 2.83% |
Investment Strategy
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.
Long term Capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.