SBI Automotive Opportunities Fund Regular Growth

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Equity
Equity - Other
Rating N.A.
Plan

11.15 -0.04 (-0.33%) NAV as on 12 Jan, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)5379.86
CAGR 19.08%
Exit Load1.00%
Expense ratio1.88%
CategoryEquity
Min Investment5000
Min SIP500
Launch Date2024-06-05

Asset Allocation

Holdings As On - 14 January 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Mahindra & Mahindra Ltd
901.76
16.76%

Maruti Suzuki India
636.00
11.82%

Eicher Motors
352.68
6.56%

TVS Motor Company
317.84
5.91%

Hero Motocorp
222.29
4.13%

Craftsman Automation
221.14
4.11%

Sansera Engineering
209.90
3.90%

ZF Commercial Vehicle Control Systems India Ltd
184.86
3.44%

UNO Minda
182.96
3.40%

Peer Comparison

Fund Name
SBI PSU Regular Growth16.14%
Aditya Birla Sun Life PSU Equity Fund Regular Growth15.45%
Sundaram Services Regular Growth11.72%
SBI Automotive Opportunities Fund Regular Growth19.08%
Axis India Manufacturing Fund Regular Growth5.38%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

About Fund

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.

The SBI Automotive Opportunities Fund Regular Growth has an AUM of 5379.86 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.88%. The minimum investment in SBI Automotive Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Mahindra & Mahindra Ltd, Maruti Suzuki India, Eicher Motors & TVS Motor Company.

The major sectors where the fund is invested are Auto & Truck Parts, Constr. & Agric. Machinery, Recreational Products & Auto & Truck Manufacturers.

Some of the similar funds are SBI PSU Regular Growth, Aditya Birla Sun Life PSU Equity Fund Regular Growth, Sundaram Services Regular Growth, SBI Automotive Opportunities Fund Regular Growth, Axis India Manufacturing Fund Regular Growth. SBI Automotive Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.