AnandRathi

SBI Automotive Opportunities Fund - Regular (IDCW)

EquitySectoral / Thematic

Last Updated NAV Date: 13 May 2026

3 Year Returns

N/A

NAV (₹)

11.3787

1 Day NAV Change

-0.36%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 500
Min. Lumpsum Amount₹ 5000
AUM₹ 5074.99 Cr
Expense Ratio1.89%
Lock-in PeriodNo Lock-in Period
Inception Date05 Jun 2024
Fund Age1 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.

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Returns Estimator

Estimation is based on the past performance

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Select Duration

Yrs

1 Yr

30 Yrs

Expected Rate of Return

12%

8%

30%

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 Return2.68%
3 Month Return-2.03%
6 Month Return4.32%
1 Year Return22.64%
3 Year Return-
5 Year Return-

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 Apr 2026
SectorsAllocationWeightageValue (in Cr.)
Automobile
41.56%₹ 2,109.328
Auto Ancillaries
37.27%₹ 1,891.619
Castings, Forgings & Fastners
9.75%₹ 494.72
Bearings
5.03%₹ 255.404
Plastic products
1.95%₹ 98.762
Electronics
1.87%₹ 95.112
Glass & Glass Products
1.36%₹ 69.126
Capital Goods-Non Electrical Equipment
1.20%₹ 60.919

Stock Holdings

Last Updated: 30 Apr 2026
NameAllocationWeightageValue (in Cr.)Sector
M & M
14.65%₹ 743.4Automobile
Eicher Motors
7.28%₹ 369.668Automobile
Maruti Suzuki
5.25%₹ 266.28Automobile
TVS Motor Co.
4.82%₹ 244.503Automobile
Sona BLW Precis.
4.79%₹ 242.9Auto Ancillaries
Bharat Forge
4.68%₹ 237.351Castings, Forgings & Fastners
Samvardh. Mothe.
3.82%₹ 193.936Auto Ancillaries
Tata Motors
3.63%₹ 184.455Automobile
ZF Commercial
3.48%₹ 176.388Auto Ancillaries
Sansera Enginee.
3.47%₹ 175.952Auto 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

127

Assets Managed

₹ 12,70,599.38 Cr

Contact Details

www.sbimf.com
customer.delight@sbimf.com
022-61793000

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

Nand Kishore

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

The Net Asset Value (NAV) of SBI Automotive Opportunities Fund - Regular (IDCW) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in SBI Automotive Opportunities Fund - Regular (IDCW) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For SBI Automotive Opportunities Fund - Regular (IDCW), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

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Address

Registered and Corporate Office:

Express Zone A Wing, 10th Floor, Western Express Highway, Goregaon East, Mumbai 400063.
Contact No. 022-62817000

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