MF
MFGenie.ai
Sectoral / Thematicregulargrowth📊 NIFTY AUTO TRI

SBI Automotive Opportunities Fund - Regular Plan - Growth

SBI Mutual Fund

#16 of 213 (1Y)

₹11.5778

0.00 (-0.01%)

NAV as of 31 May 2026

Today's NAV — all variants

Regular · Growth

₹₹11.5778

0.00 (-0.01%)

31 May 2026

AMFI: 152658

Direct · Growth

₹₹11.8384

0.00 (-0.00%)

31 May 2026

AMFI: 152657

Regular · IDCW

₹₹11.5780

0.00 (-0.01%)

31 May 2026

AMFI: 152656

Direct · IDCW

₹₹11.8380

0.00 (-0.00%)

31 May 2026

AMFI: 152655

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-4.50%
1 Month-1.32%
3 Months-3.02%
6 Months+2.52%
1 Year+16.51%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (May 2024)+5.66%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+13.67%
3 Year SIP
5 Year SIP
Since Inception (May 2024)+9.90%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹12,000

Invested

₹13,747

Value today

13.7%

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

₹5,789

Value today

7.5%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹7,39,866

Value today

+6.5%

vs lumpsum

STP beat direct lumpsum by 6.5% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹13,747

Benchmark

₹12,120

+₹1,627 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹14,495

Regular plan

₹14,325

Direct earns ₹170 more on a ₹12K investment0.71% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSBI Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹5,110 Cr
Expense Ratio1.87%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkNIFTY AUTO TRI ✓
Launch Date17 May 2024
AMFI Code152658

Risk Metrics

Trailing 1 year, annualised

0.27

Sharpe Ratio

+0.13

Alpha

0.48

Beta

0.28

Sortino

18.82%

Std Dev

-18.78%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity48 holdings · 18242.0%
Security% NAV

Mahindra & Mahindra Ltd.

INE101A01026

1465.00%

Mahindra & Mahindra Ltd.

INE101A01026

1280.00%

Eicher Motors Ltd.

INE066A01021

742.00%

Eicher Motors Ltd.

INE066A01021

728.00%

Maruti Suzuki India Ltd.

INE585B01010

533.00%

Maruti Suzuki India Ltd.

INE585B01010

525.00%

TVS Motor Company Ltd.

INE494B01023

510.00%

TVS Motor Company Ltd.

INE494B01023

482.00%

Bharat Forge Ltd.

INE465A01025

479.00%

Sona Blw Precision Forgings Ltd.

INE073K01018

479.00%

Bharat Forge Ltd.

INE465A01025

468.00%

ZF Commercial Vehicle Control Systems India Ltd.

INE342J01019

418.00%

Sona Blw Precision Forgings Ltd.

INE073K01018

417.00%

Sansera Engineering Ltd.

INE953O01021

404.00%

Tata Motors Ltd.

INE1TAE01010

385.00%

Samvardhana Motherson International Ltd.

INE775A01035

382.00%

Tenneco Clean Air India Ltd.

INE19RI01016

368.00%

Samvardhana Motherson International Ltd.

INE775A01035

364.00%

Craftsman Automation Ltd.

INE00LO01017

363.00%

Tata Motors Ltd.

INE1TAE01010

363.00%

Happy Forgings Ltd.

INE330T01021

361.00%

ZF Commercial Vehicle Control Systems India Ltd.

INE342J01019

348.00%

Sansera Engineering Ltd.

INE953O01021

347.00%

Ather Energy Ltd.

INE0LEZ01016

332.00%

Tenneco Clean Air India Ltd.

INE19RI01016

331.00%

Happy Forgings Ltd.

INE330T01021

330.00%

Ather Energy Ltd.

INE0LEZ01016

327.00%

Craftsman Automation Ltd.

INE00LO01017

318.00%

UNO Minda Ltd.

INE405E01023

313.00%

UNO Minda Ltd.

INE405E01023

289.00%

Timken India Ltd.

INE325A01013

279.00%

Gabriel India Ltd.

INE524A01029

267.00%

Schaeffler India Ltd.

INE513A01022

267.00%

Belrise Industries Ltd.

INE894V01022

258.00%

Schaeffler India Ltd.

INE513A01022

244.00%

Timken India Ltd.

INE325A01013

243.00%

Gabriel India Ltd.

INE524A01029

236.00%

Belrise Industries Ltd.

INE894V01022

235.00%

Minda Corporation Ltd.

INE842C01021

197.00%

Kingfa Science & Technology India Ltd.

INE473D01015

188.00%

Minda Corporation Ltd.

INE842C01021

184.00%

Kingfa Science & Technology India Ltd.

INE473D01015

181.00%

Sedemac Mechatronics Ltd.

INE00XB01019

181.00%

ASK Automotive Ltd.

INE491J01022

173.00%

Endurance Technologies Ltd.

INE913H01037

173.00%

Endurance Technologies Ltd.

INE913H01037

165.00%

Sedemac Mechatronics Ltd.

INE00XB01019

164.00%

ASK Automotive Ltd.

INE491J01022

156.00%
Debt2 holdings · 471.0%
Security% NAV

TREPS

324.00%

TREPS

147.00%

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Compare with Similar Funds

View all Sectoral / Thematic funds

Investment Objective

SBI Automotive Opportunities Fund - Regular Plan - 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 Plan - 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