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Fund Summary
SBI Automotive Opportunities Fund Reg (G)
[Equity: Thematic]  
 
Fund Details
Fund Type Growth Launch Date 07-Jun-24
Corpus(Cr.) 6071.00 Latest NAV 12.707 As on 29-10-2026
Equity(%) 97.04 52 Week High 13.7833
Debt(%) 2.96 52 Week Low 10.1948
Others(%) 0.00 Exit Load 1% for redemption within 30 days
Minimum Investment - Availability
Entry Load Nil Expense Ratio(%) 0.00
Scheme Benchmark NIFTY Auto TRI Broader Benchmark NSE - Nifty 50 TRI
Fund Manager Tanmaya Desai
 
Riskometer
Investors understand that their principal will be at Very High risk
 
Scheme Objective
The scheme seeks 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.

Portfolio Classification
 
Asset Mix
 
Concentration Analysis
Top 5 Holdings 30.82%
Top 10 Holdings 49.30%
Top 25 Holdings 87.13%
 
Sector Analysis
Sector/Ratings Net Asset(%)
Automobile 86.48
Industrial Products 6.81
Agricultural & Farm Machinery 3.75
Cash 2.88
SOV 0.08
 
 
 
 
 
Portfolio Metrics
PB Ratio 6.15
PE Ratio 38.63
 
Top 25 Holdings
Holdings Net Asset(%)
Mahindra & Mahindra Ltd. 12.15
TVS Motor Company Ltd. 4.87
Sona BLW Precision Forgings Limited 4.79
Eicher Motors Ltd. 4.71
Samvardhana Motherson International Limited 4.30
Maruti Suzuki India Ltd. 3.84
Bharat Forge Ltd 3.81
Tata Motors Limited 3.75
Sansera Engineering Limited 3.59
Bosch Ltd 3.49
Dhoot Transmission Limited 3.43
SEDEMAC MECHATRONICS LIMITED 3.11
TREPS 3.08
Ather Energy Limited 3.00
Gabriel India Ltd. 2.92
Happy Forgings Limited 2.86
UNO Minda Limited 2.54
HYUNDAI MOTOR INDIA LIMITED 2.51
Craftsman Automation Limited 2.23
ASK Automotive Limited 2.15
Kingfa Science & Technology (India) Ltd 2.14
Tenneco Clean Air India Limited 2.09
BELRISE INDUSTRIES LIMITED 1.98
Minda Corporation Limited 1.91
Balkrishna Industries Ltd. 1.88

Performance Analysis
 
Short Terms Returns
1 Month 3 Month 6 Month 1 Year
-1.86% 1.66% 11.94% 17.19%
 
Broader Market Benchmark [NSE - Nifty 50 TRI]
1.01% -5.23% -4.33% -11.05%
 
Scheme Benchmark [NSE - Nifty Auto]
-2.02% -7.84% -1.69% -4.84%
 
Long term Returns
2 Year 3 Year 5 Year 10 Year
14.29% 0.00% 0.00% 0.00%
 
 
-2.07% 7.60% 6.59% 11.58%
 
 
4.27% 16.57% 17.81% 9.80%
 
Cumulative Performance of Last 5 Years
 
Calendar Year Returns

Risk Analysis
 
Absolute Metrics (Single Computation - last 3 years)
Scheme Name Standard Deviation Sharpe Ratio Downside Deviation Downside Probability Sortino Ratio
SBI Automotive Opportunities Fund Reg (G) 0.00% 0.0000 0.0000% 0.0000 0.0000
 
Benchmark Relative Metrics (Single Computation - last 3 years)
Scheme Name Alpha Beta Treynor Ratio Tracking Error Information Ratio
SBI Automotive Opportunities Fund Reg (G) 0.0000% 0.0000 0.0000 0.0000 0.0000
 
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