SBI Automotive Opportunities Fund

Q: What are the returns of this mutual fund scheme?

The SBI Automotive Opportunities Fund is a 1 yrs 5 m old fund and has delivered average annual returns of 3.72% since inception. SBI Automotive Opportunities Fund Returns 1-Year Since Inception 10.63% 3.72%

NAV as of Oct 20, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹10.8996+0.14% 1 day change	3.72% p.a.	App exclusive #NA View Ranked Funds	₹5,399 Cr

Historical NAV & returns

NAV: ₹10.8996 as on Oct 20, 2025

This fund Category average

SBI Automotive Opportunities Fund overview

AUM (Fund size)	₹5,399 Cr
Exit load	1.0% Exit load of 1%, if redeemed within 30 days.!
Lock-in Period	Nil
Age	1 yrs 5 m since May 17, 2024
Benchmark	NIFTY Auto TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹5000
Expense ratio	1.89% as on Sep 30, 2025
Plan type	Regular
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

SBI Automotive Opportunities Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Oct 17, 2025

Period	This fund	Category average
1 Month	2.22%	1.43%
3 Months	11.48%	4.29%
6 Months	24.45%	13.8%
1 Year	10.63%	6.42%

View returns in detail

Asset allocationas on Sep 30, 2025

Large Cap 49.77%

Mid Cap 19.83%

Small Cap 29.01%

Other Cap 0%

Top holdings

Mahindra & Mahindra Ltd.17.14%

Maruti Suzuki India Ltd.13.06%

Eicher Motors Ltd.7.27%

TVS Motor Company Ltd.6.37%

Top sectors

Automobile 84.35%

Capital Goods 7.43%

Metals & Mining 3.5500000000000003%

Chemicals 1.51%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Reserve Bank of India 0.09%

Allocation by Instruments

Repo 1.55%

Treasury Bills 0.09%

Other Holdings

Others 1.55%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
SBI Automotive Opportunities Fund	2.22%	24.45%	10.63%	N.A.	N.A.	N.A.
ICICI Prudential Manufacturing Fund	0.59%	14.44%	7.1%	26.37%	29.79%	13.64%
ICICI Prudential Exports and Services Fund	2.69%	8.01%	6.63%	20.43%	24.09%	13.34%
Sundaram Services Fund	3.41%	10.44%	11.27%	18.83%	24.91%	13.72%
ICICI Prudential Commodities Fund	-0.09%	12.73%	12.0%	20.23%	31.64%	15.83%
UTI Transportation and Logistics Fund	0.6%	24.26%	15.81%	24.93%	27.35%	12.73%

Fund name	Std. deviation	Beta	Sharpe	Sortino
SBI Automotive Opportunities Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential Manufacturing Fund	15.94	1.07	1.17	1.62
ICICI Prudential Exports and Services Fund	11.21	0.82	1.13	2.32
Sundaram Services Fund	12.43	0.87	0.89	1.47
ICICI Prudential Commodities Fund	14.96	0.98	0.9	1.42
UTI Transportation and Logistics Fund	15.96	0.88	1.06	1.42

Fund name	ETM Rank	AUM	Fund age	Expense ratio
SBI Automotive Opportunities Fund	N.A.	5,399 Cr	1 yrs 5 m	1.89%
ICICI Prudential Manufacturing Fund	N.A.	6,608 Cr	7 yrs 1 m	1.82%
ICICI Prudential Exports and Services Fund	N.A.	1,374 Cr	20 yrs	2.27%
Sundaram Services Fund	N.A.	4,426 Cr	7 yrs 1 m	1.86%
ICICI Prudential Commodities Fund	N.A.	3,059 Cr	6 yrs 1 m	1.98%
UTI Transportation and Logistics Fund	N.A.	3,968 Cr	20 yrs 2 m	1.9%

View all Thematic funds

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare SBI Automotive Opportunities Fund in detail with

About this fund

About SBI Automotive Opportunities Fund

SBI Automotive Opportunities Fund is a Thematic mutual fund scheme from Sbi Mutual Fund. This fund has been in existence for 1 yrs 5 m, having been launched on 17/05/2024. SBI Automotive Opportunities Fund has ₹5,399 Crores worth of assets under management (AUM) as on 30/09/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of SBI Automotive Opportunities Fund as of 20/10/2025 is ₹10.90. The fund has an expense ratio of 1.89%, which is higher than what most other Thematic funds charge.

SBI Automotive Opportunities Fund returns of last 1-year are 5.04%. Since launch, it has delivered 6.49% average annual returns.
The fund has the majority of its money invested in Automobile, Capital Goods, Metals & Mining, Chemicals, Materials sectors. It has taken less exposure in Automobile, Capital Goods sectors compared to other funds in the category.
The fund's top 5 holdings are in Mahindra & Mahindra Ltd., Maruti Suzuki India Ltd., Eicher Motors Ltd., TVS Motor Company Ltd., Craftsman Automation Ltd..

...

Fund AUM	5,399 Cr as on Sep 30, 2025
Scheme document	View Scheme Document

Fund managers

Tanmaya Desai

Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III). Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.

Investment 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.

SBI Mutual Fund details

No. of schemes	72 view all schemes
Total AUM	12,07,585 Cr as on Sep 30, 2025
Address	9th Floor-Crescenzo, C-38 & 39- G Block, Bandra-Kurla Complex, Bandra (East) Mumbai, 400051
Phone	022-61793000 / 1800-425-5425

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SBI ELSS Tax Saver Fund	N.A.	30,420 Cr	3.95%	25.51%
SBI Midcap Fund	N.A.	22,209 Cr	-1.54%	25.23%
SBI Small Cap Fund	N.A.	35,585 Cr	-0.98%	24.15%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of SBI Automotive Opportunities Fund?

The current Net Asset Value (NAV) of the SBI Automotive Opportunities Fund plan is approximately ₹10.8996 as of Oct 20, 2025.

What are the returns of this mutual fund scheme?

The SBI Automotive Opportunities Fund is a 1 yrs 5 m old fund and has delivered average annual returns of 3.72% since inception.

SBI Automotive Opportunities Fund Returns

1-Year	Since Inception
10.63%	3.72%

How much does this mutual fund charge as expense ratio?

The SBI Automotive Opportunities Fund has an expense ratio of 1.89%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The SBI Automotive Opportunities Fund currently has assets under management (AUM) or fund size valued at approximately 5,399 Cr as on Sep 30, 2025.

What are the top stock holdings of SBI Automotive Opportunities Fund?

The SBI Automotive Opportunities Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Mahindra & Mahindra Ltd.	17.14%
Maruti Suzuki India Ltd.	13.06%
Eicher Motors Ltd.	7.27%
TVS Motor Company Ltd.	6.37%
Craftsman Automation Ltd.	4.53%
Hero Motocorp Ltd.	3.65%
UNO Minda Ltd.	3.61%
ZF Commercial Vehicle Control Systems India Ltd.	3.35%
Tata Motors Passenger Vehicles Ltd.	3.15%
Gabriel India Ltd.	3.06%

What are the top sectors SBI Automotive Opportunities Fund has invested in?

The SBI Automotive Opportunities Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Automobile	84.35%
Capital Goods	7.43%
Metals & Mining	3.5500000000000003%
Chemicals	1.51%
Materials	1.13%
Financial	0.64%

What is risk level of SBI Automotive Opportunities Fund?

This is a Thematic fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How can I redeem my investments in SBI Automotive Opportunities Fund?

Redeeming your investments in the SBI Automotive Opportunities Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Thematic

#NA

Return Outperformance: This fund has generated highest return amongst Thematic funds in the last 1 Year.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 30 days.