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SBI Automotive Opportunities Fund Direct - Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 28 |
| Top 10 Stocks (%) | 68.05 % |
| Top 5 Stocks (%) | 49.08 % |
| Top 3 Stocks (%) | 38.44 % |
Portfolio Aggregates
Large Cap Stocks (%) 51.22
57.52 %
This fund
Vs
51.22 %
Category
Mid Cap Stocks (%)
19.53%
This fund
Vs
19.66%
Category
Small Cap Stocks (%)
22.95%
This fund
Vs
29.11%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | Apr 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Automobile | 82.73000000000002 % | 4,398 Crs | 86.76 % | 4,530 Crs | 85.63 % | 4,908 Crs | 86.45 % | 5,130 Crs | 83.7 % | 5,025 Crs | 88.30999999999999 % | 6,014 Crs | 87.56 % | 5,822 Crs | 86.88 % | 5,730 Crs | 84.16000000000001 % | 5,170 Crs | |
| Capital Goods | 6.960000000000001 % | 369.88 Crs | 7.140000000000001 % | 372.32 Crs | 7.89 % | 452.57 Crs | 8.15 % | 482.96 Crs | 8.040000000000001 % | 483.02 Crs | 7.05 % | 479.91 Crs | 6.7700000000000005 % | 449.84 Crs | 4.94 % | 325.44 Crs | 3.28 % | 201.48 Crs | |
| Metals & Mining | 2.71 % | 144.08 Crs | 2.79 % | 145.72 Crs | 2.6799999999999997 % | 153.46 Crs | 2.62 % | 155.51 Crs | 2.66 % | 159.53 Crs | 2.51 % | 171.06 Crs | 1.48 % | 98.34 Crs | 0.87 % | 57.57 Crs | 0.31 % | 19.07 Crs | |
| Financial | 0.85 % | 45.36 Crs | 0.95 % | 49.96 Crs | 0.99 % | 56.81 Crs | 0.82 % | 48.37 Crs | 0.77 % | 46.02 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 4.84 % | 297.13 Crs |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | 18.96% | 1,071Cr | 19.94% | 17.27% | |
| Maruti Suzuki India Ltd. | Automobile | 11.33% | 640.58Cr | 10.61% | 10.5% | |
| Tata Motors Ltd. | Automobile | 8.15% | 460.48Cr | 7.23% | 10.02% | |
| TVS Motor Company Ltd. | Automobile | 5.9% | 333.69Cr | 5.29% | 5.84% | |
| Samvardhana Motherson International Ltd. | Automobile | 4.74% | 267.95Cr | 4.77% | 4.97% | |
| Eicher Motors Ltd. | Automobile | 4.72% | 266.67Cr | 3.37% | -- | |
| Sona BLW Precision Forgings Ltd. | Automobile | 3.85% | 217.58Cr | 3.94% | 4.07% | |
| Craftsman Automation Ltd. | Automobile | 3.57% | 201.75Cr | 3.38% | 2.85% | |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 3.55% | 200.52Cr | 3.15% | 3.5% | |
| Balkrishna Industries Ltd. | Automobile | 3.28% | 185.41Cr | 3.55% | 2.24% | |
| UNO Minda Ltd. | Automobile | 3.21% | 181.19Cr | 2.57% | 1.99% | |
| Sansera Engineering Ltd. | Automobile | 3.08% | 174.16Cr | 3.33% | 1.96% | |
| Bharat Forge Ltd. | Automobile | 3.07% | 173.72Cr | 3.4% | 2.94% | |
| Sundram Fasteners Ltd. | Capital Goods | 2.54% | 143.71Cr | 2.59% | 2.82% | |
| Schaeffler India Ltd. | Capital Goods | 2.45% | 138.22Cr | 1.6% | 0.88% | |
| Happy Forgings Ltd. | Metals & Mining | 2.41% | 136.18Cr | 1.92% | 1.74% | |
| Timken India Ltd. | Capital Goods | 1.99% | 112.48Cr | 1.63% | 1.1% | |
| Gabriel India Ltd. | Automobile | 1.63% | 92.19Cr | 1.16% | 0.91% | |
| Endurance Technologies Ltd. | Automobile | 1.29% | 72.95Cr | 1.31% | 1.23% | |
| Ather Energy Ltd. | Automobile | 1.24% | 70.08Cr | -- | -- | |
| MRF Ltd. | Automobile | 1.23% | 69.43Cr | -- | -- | |
| Motherson Sumi Wiring India Ltd. | Automobile | 1.02% | 57.88Cr | 1.42% | 1.46% | |
| Ashok Leyland Ltd. | Automobile | 1.0% | 56.64Cr | -- | 1.97% | |
| Sundaram - Clayton Dcd Ltd. | Financial | 0.89% | 50.54Cr | 0.91% | -- | |
| Alicon Castalloy Ltd. | Metals & Mining | 0.86% | 48.74Cr | 0.76% | 0.77% | |
| Rolex Rings Ltd | Capital Goods | 0.85% | 48.08Cr | 0.9% | 1.05% | |
| Automotive Axles Ltd. | Automobile | 0.5% | 28.06Cr | 0.49% | 0.45% | |
| ASK Automotive Ltd. | Automobile | 0.48% | 27.06Cr | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Tata Motors Ltd. | Automobile | 322.12Cr | -- | 138.35Cr |
| Ather Energy Ltd. | Automobile | -- | -- | 70.08Cr |
| MRF Ltd. | Automobile | -- | -- | 69.43Cr |
| Eicher Motors Ltd. | Automobile | 222.68Cr | -- | 43.99Cr |
| Craftsman Automation Ltd. | Automobile | 165.79Cr | -- | 35.96Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| ASK Automotive Ltd. | Automobile | 23.97Cr | -- | 3.08Cr |
| Ashok Leyland Ltd. | Automobile | 67.59Cr | -- | 10.94Cr |
| Balkrishna Industries Ltd. | Automobile | 200.63Cr | -- | 15.21Cr |
| Motherson Sumi Wiring India Ltd. | Automobile | 78.06Cr | -- | 20.18Cr |
| Mahindra & Mahindra Ltd. | Automobile | 1,112Cr | -- | 41.29Cr |