SBI Automotive Opportunities Fund · Regular · Growth
NAV
₹13.0166
as of 30 Sept 2026
Expense Ratio
2.00%
AUM
₹5,124 Cr
Lumpsum returns (CAGR)
- 1Y
- +23.13%
- 3Y
- —
- 5Y
- —
- Since Inception
- +12.04%
SIP returns (XIRR)
- 1Y
- +26.04%
- 3Y
- —
- 5Y
- —
- Since Inception
- +19.23%
Returns calculated from 17 May 2024 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
We don't show backtest scenarios for this fund yet — its NAV history has an unresolved discontinuity we're still verifying. Returns above are unaffected.
Risk Metrics
Trailing 1 year, annualised1.30
Sharpe Ratio
+0.35
Alpha
0.19
Beta
1.35
Sortino
17.20%
Std Dev
-13.53%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Auto Components52.52%
- Automobiles34.02%
- Industrial Products7.20%
- Agricultural, Commercial & Construction Vehicles3.71%
Each sector links to the mutual funds most exposed to it.
Related reading
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Available transactions
Portfolio holdings
- 1Mahindra & Mahindra Ltd.12.92%
- 2Eicher Motors Ltd.5.64%
- 3Tvs Motor Company Ltd.4.92%
- 4Sona Blw Precision Forgings Ltd.4.48%
- 5Samvardhana Motherson International Ltd.4.30%
- 6Maruti Suzuki India Ltd.4.27%
- 7Bharat Forge Ltd.3.98%
- 8Dhoot Transmission Ltd.3.81%
- 9Tata Motors Ltd.3.71%
- 10Happy Forgings Ltd.3.55%
What this fund does
SBI Automotive Opportunities Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
SBI Automotive Opportunities Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by SBI Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹5,124 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY AUTO TRI. The current expense ratio is 2.00%.