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Individually analyse each scheme and narrow your options further Every minute detail you need to know about scheme of your choice from asset holdings, best and worst performance and fund returns to competitor analysis; is available in the Fund card.
Using this report card, you can gather vital information regarding the future health of the scheme by analysing the top 10 companies and sectors it invests in. You can also track the fund management’s track record and analyse the philosophy behind scheme’s holdings. All the parameters in the fund card are extremely important and can go a long way in helping you decide which scheme to invest your money.

NAV As on Jun-05-2026

SBI Automotive Opportunities Fund(G)-Direct Plan

Top 10 Holdings
Company
(%)
Mahindra & Mahindra Ltd.
14.65
Eicher Motors Ltd.
7.28
Maruti Suzuki India Ltd.
5.25
TVS Motor Company Ltd.
4.82
Sona BLW Precision Forgings Ltd.
4.79
Bharat Forge Ltd.
4.68
Samvardhana Motherson International Ltd.
3.82
Tata Motors Ltd.
3.63
ZF Commercial Vehicle Control Systems India Ltd.
3.48
Sansera Engineering Ltd.
3.47
Top 10 Sectors
Sectors
(%)
Auto Ancillary
36.73
Automobiles - Passenger Cars
19.90
Automobile Two & Three Wheelers
15.42
Forgings
7.98
Bearings
5.16
Automobiles-Trucks/Lcv
4.91
Plastic Products
1.88
Telecommunication - Equipment
1.81
Glass
1.32
Fasteners
1.07
Asset Allocation
Market Cap Allocation
  Scheme Benchmark ()
Large-Cap 39.45 NA
Mid-Cap 14.10 NA
Small-Cap 41.41 NA

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 28/02/25
to 28/02/26
42.145.76
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 01/08/24
to 01/08/25
-9.99-4.96
Ratios
Standard Deviation[%] 21.72
Sharpe Ratio [%] 0.32
Turnover Ratio [%] 0.34
Modified Duration
YTM
Riskometer
very high risk

Investors understand that their principal will be at very high risk

Fund Details
Category
Sector Funds
Inception Date (Regular Plan)
05-Jun-24
Inception Date (Direct Plan)
05-Jun-24
Expense Ratio (Direct Plan) %
0.86
Expense Ratio (Regular Plan) %
1.89
Investing Style
Large Growth
Fund Manager
Tanmaya Desai
Scheme Benchmark
BSE SENSEX - TRI
AUM (Rs. in Cr.)
5,074.99
Fund 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.

Growth Chart of the Scheme Versus Benchmark (SIP value Rs10,000)
SBI Automotive Opportunities Fund(G)-Direct Plan BSE SENSEX - TRI

Performance Comparison with similar Schemes and Benchmark