SBI Automotive Opportunities Fund Regular Growth

Fund Overview

Fund Size

₹5,220 Cr

Expense Ratio

1.85%

ISIN

INF200KB1159

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

05 Jun 2024

About this fund

This fund has been in existence for 10 months and 23 days, having been launched on 05-Jun-24.
As of 25-Apr-25, it has a Net Asset Value (NAV) of ₹8.77, Assets Under Management (AUM) of 5220.22 Crores, and an expense ratio of 1.85%.

SBI Automotive Opportunities Fund Regular Growth has given a CAGR return of -12.31% since inception.
The fund's asset allocation comprises around 97.57% in equities, 0.00% in debts, and 2.43% in cash & cash equivalents.
You can start investing in SBI Automotive Opportunities Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

-12.31%

— (Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity	₹5,093.47 Cr	97.57%
Others	₹126.75 Cr	2.43%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Mahindra & Mahindra Ltd	Equity	₹1,013 Cr	19.41%
Maruti Suzuki India Ltd	Equity	₹599.15 Cr	11.48%
Tata Motors Ltd	Equity	₹337.23 Cr	6.46%
TVS Motor Co Ltd	Equity	₹309.74 Cr	5.93%
Eicher Motors Ltd	Equity	₹288.78 Cr	5.53%
Samvardhana Motherson International Ltd	Equity	₹229.18 Cr	4.39%
ZF Commercial Vehicle Control Systems India Ltd	Equity	₹194.9 Cr	3.73%
Balkrishna Industries Ltd	Equity	₹191.61 Cr	3.67%
Sona BLW Precision Forgings Ltd	Equity	₹184.48 Cr	3.53%
Craftsman Automation Ltd	Equity	₹175.58 Cr	3.36%
Bharat Forge Ltd	Equity	₹175.37 Cr	3.36%
UNO Minda Ltd	Equity	₹157.59 Cr	3.02%
Sansera Engineering Ltd	Equity	₹155.74 Cr	2.98%
Sundaram Fasteners Ltd	Equity	₹127.84 Cr	2.45%
Treps	Cash - Repurchase Agreement	₹120.99 Cr	2.32%
Happy Forgings Ltd	Equity	₹110.15 Cr	2.11%
Schaeffler India Ltd	Equity	₹107.09 Cr	2.05%
Hyundai Motor India Ltd	Equity	₹102.46 Cr	1.96%
Timken India Ltd	Equity	₹99.02 Cr	1.90%
Gabriel India Ltd	Equity	₹81.14 Cr	1.55%
Bajaj Auto Ltd	Equity	₹78.79 Cr	1.51%
Motherson Sumi Wiring India Ltd	Equity	₹72.95 Cr	1.40%
Endurance Technologies Ltd	Equity	₹68.89 Cr	1.32%
Ashok Leyland Ltd	Equity	₹61.27 Cr	1.17%
Sundaram Clayton Ltd	Equity	₹45.03 Cr	0.86%
Rolex Rings Ltd	Equity	₹38.37 Cr	0.74%
Alicon Castalloy Ltd	Equity	₹35.58 Cr	0.68%
ASK Automotive Ltd	Equity	₹26.74 Cr	0.51%
Automotive Axles Ltd	Equity	₹25.78 Cr	0.49%
Margin Amount For Derivative Positions	Cash - Collateral	₹12 Cr	0.23%
Net Receivable / Payable	Cash - Collateral	₹-11.18 Cr	0.21%
182 DTB 05062025	Bond - Gov't/Treasury	₹4.94 Cr	0.09%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Consumer Cyclical	₹4,704.05 Cr	90.11%
Industrials	₹389.42 Cr	7.46%

Risk & Performance Ratios

Fund Managers

Tanmaya Desai

Since June 2024

Pradeep Kesavan

Since June 2024

Additional Scheme Detailsas of 31st March 2025

ISIN

INF200KB1159

Expense Ratio

1.85%

Exit Load

1.00%

Fund Size

₹5,220 Cr

Age

10 months

Lumpsum Minimum

₹5,000

Fund Status

Open Ended Investment Company

Benchmark

Nifty Auto TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Motilal Oswal Nifty Capital Market ETF Very High Risk	0.3%	-	₹5.38 Cr	-
Mirae Asset BSE Select IPO ETF Very High Risk	0.2%	-	₹14.61 Cr	-
Mirae Asset BSE Select IPO ETF Fund of Fund Regular Growth Very High Risk	0.9%	0.0%	₹7.72 Cr	-
Mirae Asset BSE Select IPO ETF Fund of Fund Direct Growth Very High Risk	0.2%	0.0%	₹7.72 Cr	-
Motilal Oswal Active Momentum Fund Direct Growth Very High Risk	2.6%	1.0%	₹46.20 Cr	-
Motilal Oswal Active Momentum Fund Regular Growth Very High Risk	2.7%	1.0%	₹46.20 Cr	-
Nippon India Active Momentum Fund Regular Growth Very High Risk	-	1.0%	₹130.97 Cr	-
Nippon India Active Momentum Fund Direct Growth Very High Risk	-	1.0%	₹130.97 Cr	-
Groww Nifty 200 ETF Very High Risk	0.3%	-	₹13.49 Cr	-
Groww Nifty 200 ETF FoF Direct Growth Very High Risk	0.1%	1.0%	₹7.43 Cr	-
Groww Nifty 200 ETF FoF Regular Growth Very High Risk	0.7%	1.0%	₹7.43 Cr	-
Invesco India Business Cycle Fund Direct Growth Very High Risk	0.6%	0.0%	₹267.72 Cr	-
Invesco India Business Cycle Fund Regular Growth Very High Risk	2.3%	0.0%	₹267.72 Cr	-
Kotak MSCI India ETF Very High Risk	0.4%	-	₹1018.03 Cr	-
Motilal Oswal Innovation Opportunities Fund Direct Growth Very High Risk	1.3%	1.0%	₹142.40 Cr	-
Motilal Oswal Innovation Opportunities Fund Regular Growth Very High Risk	2.5%	1.0%	₹142.40 Cr	-
Groww Nifty India Railways PSU ETF Very High Risk	0.5%	-	₹29.11 Cr	-
ICICI Prudential Rural Opportunities Fund Regular Growth Moderate Risk	2.2%	1.0%	₹1282.22 Cr	-
ICICI Prudential Rural Opportunities Fund Direct Growth Moderate Risk	0.8%	1.0%	₹1282.22 Cr	-
WhiteOak Capital Quality Equity Fund Direct Growth Very High Risk	0.6%	1.0%	₹303.62 Cr	-
WhiteOak Capital Quality Equity Fund Regular Growth Very High Risk	2.4%	1.0%	₹303.62 Cr	-
UTI Quant Fund Regular Growth Very High Risk	2.0%	1.0%	₹1461.56 Cr	-
UTI Quant Fund Direct Growth Very High Risk	0.3%	1.0%	₹1461.56 Cr	-
ICICI Prudential Nifty Auto ETF Very High Risk	0.2%	-	₹113.74 Cr	-0.2%
ICICI Prudential Nifty 200 Quality 30 ETF Very High Risk	0.3%	-	₹115.96 Cr	6.3%
ICICI Prudential Nifty Alpha Low Volatility 30 ETF Very High Risk	0.4%	-	₹1672.86 Cr	-1.1%
Mirae Asset Nifty India New Age Consumption ETF Very High Risk	0.3%	-	₹25.71 Cr	-
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund Regular Growth Very High Risk	0.9%	0.0%	₹11.97 Cr	-
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund Direct Growth Very High Risk	0.5%	0.0%	₹11.97 Cr	-
Edelweiss BSE Capital Markets & Insurance ETF Very High Risk	0.2%	-	₹11.79 Cr	-
Aditya Birla Sun Life Conglomerate Fund Regular Growth Very High Risk	2.1%	0.0%	₹1459.18 Cr	-
Aditya Birla Sun Life Conglomerate Fund Direct Growth Very High Risk	0.5%	0.0%	₹1459.18 Cr	-
SBI Quant Fund Regular Growth Very High Risk	1.9%	0.0%	₹3602.67 Cr	-
SBI Quant Fund Direct Growth Very High Risk	0.7%	0.0%	₹3602.67 Cr	-
Quantum Ethical Fund Direct Growth Very High Risk	0.7%	1.0%	₹46.50 Cr	-
Quantum Ethical Fund Regular Growth Very High Risk	2.1%	1.0%	₹46.50 Cr	-
Union Active Momentum Fund Direct Growth Very High Risk	1.3%	1.0%	₹403.72 Cr	-
Union Active Momentum Fund Regular Growth Very High Risk	2.5%	1.0%	₹403.72 Cr	-
DSP Business Cycle Fund Direct Growth Very High Risk	0.7%	0.0%	₹976.66 Cr	-
DSP Business Cycle Fund Regular Growth Very High Risk	2.2%	0.0%	₹976.66 Cr	-
Axis Momentum Fund Regular Growth Very High Risk	2.1%	1.0%	₹1234.20 Cr	-
Axis Momentum Fund Direct Growth Very High Risk	0.5%	1.0%	₹1234.20 Cr	-
Kotak Transportation & Logistics Fund Direct Growth Very High Risk	0.8%	0.0%	₹359.76 Cr	-
Kotak Transportation & Logistics Fund Regular Growth Very High Risk	2.4%	0.0%	₹359.76 Cr	-
ICICI Prudential Equity Minimum Variance Fund Regular Growth Very High Risk	1.9%	1.0%	₹3476.10 Cr	-
ICICI Prudential Equity Minimum Variance Fund Direct Growth Very High Risk	0.5%	1.0%	₹3476.10 Cr	-
Shriram Multi Sector Rotation Fund Regular Growth Very High Risk	2.3%	1.0%	₹190.35 Cr	-
Shriram Multi Sector Rotation Fund Direct Growth Very High Risk	0.4%	1.0%	₹190.35 Cr	-
Tata India Innovation Fund Direct Growth Very High Risk	0.5%	1.0%	₹1620.54 Cr	-
Tata India Innovation Fund Regular Growth Very High Risk	2.0%	1.0%	₹1620.54 Cr	-

Risk Level

Your principal amount will be at Very High Risk

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Still got questions?
We're here to help.

What is the current NAV of SBI Automotive Opportunities Fund Regular Growth?

The NAV of SBI Automotive Opportunities Fund Regular Growth, as of 25-Apr-2025, is ₹8.77.

What is the portfolio composition of SBI Automotive Opportunities Fund Regular Growth?

The fund's allocation of assets is distributed as 97.57% in equities, 0.00% in bonds, and 2.43% in cash and cash equivalents.

Who manages the SBI Automotive Opportunities Fund Regular Growth?

The fund managers responsible for SBI Automotive Opportunities Fund Regular Growth are:-

Tanmaya Desai
Pradeep Kesavan

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

₹5,220 Cr

Expense Ratio

1.85%

ISIN

INF200KB1159

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

05 Jun 2024

Risk Level

Your principal amount will be at Very High Risk