SBI Automotive Opportunities Fund

Sectoral / ThematicEquity SEBI-regulated

NAV (Direct-Growth)

₹12.5017

As of 3 Jul 2026 · AMFI

AUM

₹5.2K Cr

Expense ratio

0.86%

1Y returns

+26.09%

3Y CAGR

—

5Y CAGR

—

Std deviation 3Y

—

In plain English

SBI Automotive Opportunities Fund is a Sectoral / Thematic scheme from SBI. The portfolio is ~95% in equities with 5% kept in cash and short-term debt. Worst historical drawdown: -29% in Apr 2025, recovered in 8 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

NAV (Direct-Growth)

₹12.5017

Last 1Y

+25.61%

Jul 25Min ₹9.70 · Max ₹12.50 · 249 ptsJul 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Apr 2025

-29.2%

Peak ₹11.39 on 27 Sept 2024 → trough ₹8.07 on 7 Apr 2025 (6 months down).

Recovered in 8 months· 1 Dec 2025

Mar 2026

-13.5%

Peak ₹12.02 on 26 Feb 2026 → trough ₹10.40 on 23 Mar 2026 (1 months down).

Recovered in 2 months· 7 May 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.86% — typical for category.
AUM size
₹5.2K Cr.
Sector concentration
Top 3 sectors = 96.8% — heavy concentration risk.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.16%	+0.61%n=443	81/ 147
1M	+8.66%	+7.16%n=443	93/ 144
3M	+7.19%	+8.51%n=430	39/ 135
6M	+4.73%	+0.25%n=421	19/ 131
YTD	+0.63%	+0.78%n=428	43/ 135
1Y	+31.08%	+7.70%n=397	4/ 118
2Y	+9.73%	+6.68%n=322	7/ 85

Portfolio composition

Asset allocation

Equity94.80%
Debt0.09%
Cash5.11%

By market cap

Large cap43.14%
Mid cap11.91%
Small cap30.18%
Others14.77%

Concentration

Holdings

Avg market cap

₹69.8K Cr

Top 10 stocks

55.86%

Top 5 stocks

36.78%

Top 3 sectors

96.78%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
Mahindra & Mahindra Ltd
—14.65%
1
Mahindra & Mahindra Ltd
—12.80%
2
Eicher Motors Ltd
—7.42%
2
Eicher Motors Ltd
—7.28%
3
Maruti Suzuki India Ltd
—5.33%
3
Maruti Suzuki India Ltd
—5.25%
4
TVS Motor Co Ltd
—5.10%
4
TVS Motor Co Ltd
—4.82%
5
Sona BLW Precision Forgings Ltd
—4.79%
5
Bharat Forge Ltd
—4.79%
6
Bharat Forge Ltd
—4.68%
6
ZF Commercial Vehicle Control Systems India Ltd
—4.18%
7
Sona BLW Precision Forgings Ltd
—4.17%
8
Sansera Engineering Ltd
—4.04%
9
Tata Motors Ltd
—3.85%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio35.9628.47+7.49
P/B ratio6.054.25+1.80
Price / Sales2.833.21-0.38
Price / Cash Flow27.3919.97+7.42
Dividend yield0.76%1.23%-0.47
Return on equity (ROE)16.42%18.47%-2.05

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
15.65—————
Sharpe ratio
Risk-adjusted return — higher is better.
0.94—————
Sortino ratio
Like Sharpe but only counts downside volatility.
1.40—————
Beta
1 = moves with the market. <1 = less volatile.
——————

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

DirectGrowthSBI Automotive Opportunities Fund - Direct Plan - GrowthINF200KB1183
RegularGrowthSBI Automotive Opportunities Fund - Regular Plan - GrowthINF200KB1159

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