SBI Automotive Opportunities Fund

Sectoral / ThematicEquityVery High risk Rank 3 of 258

NAV · Direct-Growth

₹14.08+0.14+1.01%

As of 18 Aug 2026 · AMFI

NAV growth+37.7%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Cost

Average

0.86% vs NaN% peers

Beats its Sectoral / Thematic category on 1Y.

1Y return

+37.7%

+28.2 vs cat

3Y CAGR

—

5Y CAGR

—

AUM

₹5.2K Cr

fund size

Expense

0.86%

direct plan

Volatility 3Y

—

3Y std dev

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

Showing Direct · Growth · INF200KB1183

NAV (Direct-Growth)

₹14.0779

Last 1Y

+37.73%

Aug 25Min ₹10.18 · Max ₹14.08 · 252 ptsAug 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	+1.84%	-0.40%	5/ 286
1M	+11.85%	+2.47%	2/ 286
3M	+23.35%	+8.01%	3/ 286
6M	+18.80%	+6.33%	24/ 278
YTD	+21.96%	+6.03%	13/ 273
1Y	+37.73%	+9.52%	3/ 258
2Y	+14.80%	+5.82%	17/ 203

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

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray