Mutual Funds

SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option

SBI Mutual FundSectoral/ThematicVery High Risk
₹12.29+0.08 (+0.66%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹5,380 Cr

1Y Return

+24.1%

3Y CAGR

-

5Y CAGR

-

Expense

1.89%

Risk

Very High

SBI Automotive Opportunities Fund
₹12.29+0.66%

1Y Return

+24.1%

3Y CAGR

-

5Y CAGR

-

Since Inception

+8.4%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹9.56
₹12.29

100% from 52W low

Fund Information

Sectoral/ThematicEquitySince 12-06-2024

Fund House

SBI Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity97.9%
Cash2.0%

Market Cap Split

Large Cap44.5%
Mid Cap17.4%
Small Cap30.2%

Top Holdings

35 stocks
Weight1M Change
1

Mahindra & Mahindra Ltd

Consumer Cyclical

14.65%+20.0%
2

Eicher Motors Ltd

Consumer Cyclical

7.28%0.0%
3

Maruti Suzuki India Ltd

Consumer Cyclical

5.25%0.0%
4

TVS Motor Co Ltd

Consumer Cyclical

4.82%0.0%
5

Sona BLW Precision Forgings Ltd

Consumer Cyclical

4.79%0.0%
6

Bharat Forge Ltd

Consumer Cyclical

4.68%-4.4%
7

Samvardhana Motherson International Ltd

Consumer Cyclical

3.82%0.0%
8

Tata Motors Ltd

Consumer Cyclical

3.63%0.0%
9

ZF Commercial Vehicle Control Systems India Ltd

Consumer Cyclical

3.48%-14.3%
10

Sansera Engineering Ltd

Consumer Cyclical

3.47%-22.2%

Sector Allocation

Weight1M Change
Consumer Cyclical
85.3%-95%
Industrials
9.6%-71%
Basic Materials
1.9%0%

Fundamentals

P/E Ratio

36.55

Cat avg: 29.36

P/B Ratio

6.28

Cat avg: 4.46

Dividend Yield

0.76%

Cat avg: 1.20%

Price/Sale

2.98

Price/Cash Flow

27.56

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
SBI Automotive Opportunities Reg IDCW-P5,3801.89+24.1%--
ICICI Pru India Opports Reg IDCW-P37,2571.31+0.7%+15.9%+17.9%
ICICI Pru Business Cycle Reg IDCW-P16,1381.42+1.0%+15.6%+15.7%
HDFC Defence Reg IDCW-P10,5291.79+18.3%+39.8%-
HDFC Manufacturing Reg IDCW-P10,3281.80+5.4%--
Franklin India Opportunities IDCW-P9,1921.51+0.7%+20.7%+17.7%
Nippon India Power & Infra Bns8,0431.53+8.2%+21.7%+22.0%
ICICI Pru Innovt Reg IDCW-P7,6091.53+3.3%+18.7%-
ICICI Pru Manufacturing IDCW-P6,8431.55+7.9%+20.1%+18.6%
SBI PSU Reg IDCW-P6,6841.81+6.2%+24.9%+23.0%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹5,380 Cr
Expense Ratio1.89%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings33

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.