AnandRathi

SBI Automotive Opportunities Fund - Regular (IDCW)

Last Updated NAV Date: 29 Jul 2026

3 Year Returns

N/A

NAV (₹)

12.5001

1 Day NAV Change

0.32%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 500
Min. Lumpsum Amount₹ 5000
AUMN/A
Expense Ratio2.04%
Lock-in PeriodNo Lock-in Period
Inception Date05 Jun 2024
Fund Age2 Yrs

Exit Load

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

Fund’s Investment Objective

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.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return3.89%
3 Month Return10.11%
6 Month Return17.50%
1 Year Return27.50%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Jun 2026
SectorsAllocationWeightageValue (in Cr.)
Automobile
44.19%0
Auto Ancillaries
36.34%0
Castings, Forgings & Fastners
8.77%0
Bearings
4.70%0
Electronics
2.75%0
Plastic products
1.96%0
Glass & Glass Products
1.29%0

Stock Holdings

Last Updated: 30 Jun 2026
NameAllocationWeightageValue (in Cr.)Sector
M & M
15.40%828.576Automobile
Maruti Suzuki
7.08%381.105Automobile
Eicher Motors
6.84%367.822Automobile
TVS Motor Co.
5.15%276.848Automobile
Bharat Forge
4.78%257.292Castings, Forgings & Fastners
Samvardh. Mothe.
4.40%236.976Auto Ancillaries
Sona BLW Precis.
4.03%216.965Auto Ancillaries
Ather Energy
3.18%171.083Automobile
Tata Motors
3.14%169.18Automobile
Sansera Enginee.
3.09%166.202Auto Ancillaries

Fund Manager Details

Mr. Desai has close to 15years of work experience with over 6 years of experience in Indian capital markets. Past experiences: From May 2008 till date - as Research Analyst - Investments with SBI Funds Management Limited. From August 2004 to June 2006 - as Lecturer, Electronics Department with D J Sanghvi College of Engineering, Mumbai. From Sept 2003 - April 2004 - as Software Engineer with Patni Computer Systems Ltd, Mumbai. He is currently managing SBI Healthcare Opportunities Fund. B.E (Electronics),MBA Finance,C.F.A(USA) Level III Candidate.

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

SBI Mutual Fund

Funds Managed

126

Assets Managed

₹ 12,81,380.68 Cr

Contact Details

Registered Address

9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.

Managing Director

Challa Sreenivasulu Setty

Chief Executive Officer

Debasish Mishra

Compliance Officer

Vinay Datar

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from SBI Automotive Opportunities Fund - Regular (IDCW) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for SBI Automotive Opportunities Fund - Regular (IDCW) is ₹ 5000 for Lumpsum and ₹ 500 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
SBI Automotive Opportunities Fund - Regular (IDCW) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of SBI Automotive Opportunities Fund - Regular (IDCW) over the past three years is N/A.
The current NAV of SBI Automotive Opportunities Fund - Regular (IDCW) is 12.5001.
The Expense ratio of SBI Automotive Opportunities Fund - Regular (IDCW) is 2.04%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the SBI Automotive Opportunities Fund - Regular (IDCW) fund is N/A. It represents the total assets held and managed by the fund.
The exit load for SBI Automotive Opportunities Fund - Regular (IDCW) is For exit within 30 days from the date of allotment - 1% For exit after 30 days from the date of allotment - Nil.
The fund managers of the SBI Automotive Opportunities Fund - Regular (IDCW) are Tanmaya Desai, Pradeep Kesavan. However, with management's discretion, the fund manager could also change during the tenure.
SBI Automotive Opportunities Fund - Regular (IDCW) was launched on 05 Jun 2024. Since then, the fund has formed an NAV (Net Asset Value) of 12.5001.

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