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Sectoral / Thematic📊 NIFTY AUTO TRI

SBI Automotive Opportunities Fund · Regular · Growth

SBI Mutual Fund

#5 of 213 (1Y)

NAV

₹11.8480

as of 17 Jun 2026

Expense Ratio

1.87%

AUM

₹5,110 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+26.03%
3Y
—
5Y
—
Since Inception
+8.48%

SIP returns (XIRR)

1Y
+21.97%
3Y
—
5Y
—
Since Inception
+14.97%

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 —.

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹14,030

Benchmark

₹12,602

+₹1,428 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹12,500

Invested

₹14,030

Value today

11.7%

XIRR (p.a.)

₹500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

₹5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹5,698

Value today

6.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹7,28,650

Value today

+6.6%

vs lumpsum

STP beat direct lumpsum by 6.6% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.49

Sharpe Ratio

+0.17

Alpha

0.52

Beta

0.50

Sortino

18.96%

Std Dev

-17.83%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY AUTO TRI ✓
Launch Date17 May 2024
AMFI Code152658
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit Load1% if redeemed switched out within 1 year from the date of investment NIL if redeemed switched after 1 year from the date of investment For applicability of load structure please refer to SAI SID KIM Addendum issued from time to time W E F 1st June 2013 STT @ 0.001% is applicable at the time of redemption switchover W E F 1st July 2020 Stamp Duty @ 0.005% is applicable on allotment of units TDS shall be deducted wherever applicable as per rates under New Tax Regime Differential tax if any should be evaluated by investors basis relevant tax provisions

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

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 ₹5,110 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY AUTO TRI. The current expense ratio is 1.87%.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations