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SBI Mutual Fund

SBI Automotive Opportunities Fund

SBI Mutual Fund · Direct plan · Growth

1-year returns
24%
NAV
₹13.63
▲ 1.42% · 18 Sept 2026
Fund size
₹6,349 Cr
Expense ratio
1.03%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹13.29 and has returned 22.77% over a year.

Returns, and where it stands

Against the average sectoral / thematic fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year24%5.2%ahead8 of 221
Every period, and the Regular plan →
PeriodDirectRegular
1 month-3.2%-3.2%
3 months12.2%11.9%
6 months23.5%22.9%
1 year24%22.8%
2 yearsp.a.12.1%10.9%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Jun 2024.

Plan

NAV history

▲ 24.02% in the last 1Y

10.512.314.118 Sept 202519 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,20,000
Gain
₹35,687
XIRR (per year)
27.35%
Value today
₹1,55,687

24 monthly instalments from 20 Sept 2024, valued at the latest NAV. Past returns do not guarantee future returns.

What this fund holds

As on 31 August 2026

  • Equity97.5%
  • Cash2.47%
  • Debt0.08%

Top holdings

The ten largest holdings and their share of the fund
Mahindra & Mahindra LtdAutomobiles12.9%
Eicher Motors LtdAutomobiles5.64%
TVS Motor Company LtdAutomobiles4.92%
Sona Blw Precision Forgings LtdAuto Components4.48%
Samvardhana Motherson International LtdAuto Components4.3%
Maruti Suzuki India LtdAutomobiles4.27%
Bharat Forge LtdAuto Components3.98%
Dhoot Transmission LtdAuto Components3.81%
Tata Motors LtdAgricultural, Commercial & Construction Vehicles3.71%
Happy Forgings LtdIndustrial Products3.55%

and 26 more holdings.

Where the equity sits

  • Auto Components52.5%
  • Automobiles34%
  • Industrial Products7.2%
  • Agricultural, Commercial & Construction Vehicles3.71%

From the monthly portfolio SBI Mutual Fund publishes for this scheme, as required by SEBI. Cash covers bank balances, treasury bills lent overnight and money due to the scheme, which carry no ISIN and so are shown as the remainder.Original disclosure

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
17.7% a year
2.1% more than the category average — the bumpier side
Worst fall so far
−29.2%
Sept 2024 to Apr 2025.
Years that made money
75.9%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
5 Jun 2024
Portfolio turnover
0.45x
Expense ratio
1.03%
as of 31 Jul 2026

Managed by Tanmaya Desai

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

SBI Automotive Opportunities Fund against other funds in the Sectoral / Thematic Fund category
Fund1Y3Y5YExpenseFund size
Nippon India Taiwan Equity Fund118%61.43%1.24%₹1,128 Cr
HDFC Defence Fund21.09%37.07%0.9%₹11,478 Cr
HDFC Transportation and Logistics Fund7.35%24.8%1.09%₹2,116 Cr
SBI Healthcare Opportunities Fund20.88%24.31%18.52%1.02%₹5,796 Cr
UTI - Healthcare Fund16.82%24.15%16.09%1.28%₹1,444 Cr
LIC MF Infrastructure Fund8.97%23.9%21.88%1.35%₹1,174 Cr
SBI Automotive Opportunities Fund24.02%1.03%₹6,349 Cr

About SBI Automotive Opportunities Fund

SBI Automotive Opportunities Fund is a sectoral / thematic fund managed by SBI Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

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.

The scheme's stated objective, as published by SBI Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹13.6338152657
DirectIDCW₹13.6334152655
RegularGrowth₹13.2936152658
RegularIDCW₹13.2938152656

Frequently asked questions

What is the NAV of SBI Automotive Opportunities Fund today?

The NAV of SBI Automotive Opportunities Fund (Direct plan, Growth) is ₹13.6338 and the Regular plan NAV is ₹13.2936, as of 18 Sept 2026.

What returns has SBI Automotive Opportunities Fund given?

Over the last year the Direct plan returned 24.02%. Past returns do not guarantee future returns.

What is the expense ratio of SBI Automotive Opportunities Fund?

The Direct plan charges 1.03% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in SBI Automotive Opportunities Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹5,000 or more.

How much has SBI Automotive Opportunities Fund fallen in the past?

Its deepest fall was 29.2% from 27 Sept 2024 to 7 Apr 2025. Of every one-year stretch in its history, 76% ended in a gain.

What does SBI Automotive Opportunities Fund invest in?

As on 31 Aug 2026 it held 36 positions, the largest being Mahindra & Mahindra Ltd (12.9%), Eicher Motors Ltd (5.6%), TVS Motor Company Ltd (4.9%). Its biggest sector was auto components at 52.5% of the fund. Portfolios change every month.

Which category does SBI Automotive Opportunities Fund belong to?

It is a Sectoral / Thematic Fund from SBI Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from SBI Automotive Opportunities Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.