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SBI Mutual Fund

SBI Automotive Opportunities Fund

SBI Mutual Fund · Direct plan · Growth

  • Equity
  • Sectoral / Thematic Fund
  • Very High Risk
1-year returns
26.5%
NAV
₹14.02
▼ 0.52% · 13 Nov 2026
Fund size
₹6,071 Cr
Expense ratio
1.01%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹13.65 and has returned 25.18% 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 year26.5%6.1%ahead6 of 226
Every period, and the Regular plan →
PeriodDirectRegular
1 month8.3%8.2%
3 months1.2%0.9%
6 months20.6%20%
1 year26.5%25.2%
2 yearsp.a.21.4%20.1%

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

▲ 26.46% in the last 1Y

10.512.314.113 Nov 202515 May 202613 Nov 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
₹38,322
XIRR (per year)
29.23%
Value today
₹1,58,322

24 monthly instalments from 14 Nov 2024, valued at the latest NAV. Past returns do not guarantee future returns.

What this fund holds

As on 31 October 2026

  • Equity97.7%
  • Cash2.27%
  • Debt0.08%

Top holdings

The ten largest holdings and their share of the fund
Mahindra & Mahindra LtdAutomobiles11.6%
Eicher Motors LtdAutomobiles5.9%
Samvardhana Motherson International LtdAuto Components5.33%
Sona Blw Precision Forgings LtdAuto Components5.31%
TVS Motor Company LtdAutomobiles5.15%
Tata Motors LtdAgricultural, Commercial & Construction Vehicles4.05%
Bosch LtdAuto Components4.02%
Ather Energy LtdAutomobiles3.83%
Dhoot Transmission LtdAuto Components3.69%
Sansera Engineering LtdAuto Components3.36%

and 26 more holdings.

Where the equity sits

  • Auto Components55.7%
  • Automobiles31.4%
  • Industrial Products6.51%
  • Agricultural, Commercial & Construction Vehicles4.05%

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
17.8% a year
2% more than the category average — the bumpier side
Worst fall so far
−29.2%
Sept 2024 to Apr 2025.
Years that made money
78.5%
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
0.49x
Expense ratio
1.01%
as of 30 Sept 2026

Managed by Tanmaya Desai

Direct plan figures, last checked on 7 Nov 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 Fund60.64%46.52%–1.06%₹1,147 Cr
HDFC Defence Fund20.34%33.64%–0.89%₹11,493 Cr
HDFC Pharma and Healthcare Fund31.6%31.28%–1.03%₹3,501 Cr
SBI Healthcare Opportunities Fund26.07%25.42%20.65%1.01%₹5,870 Cr
HDFC Transportation and Logistics Fund10.1%24.77%–1.1%₹2,043 Cr
Mirae Asset Healthcare Fund27.89%24.42%17.87%0.62%₹3,494 Cr
SBI Automotive Opportunities Fund26.46%––1.01%₹6,071 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₹14.0245152657
DirectIDCW₹14.0241152655
RegularGrowth₹13.6536152658
RegularIDCW₹13.6538152656

Frequently asked questions

What is the NAV of SBI Automotive Opportunities Fund today?

The NAV of SBI Automotive Opportunities Fund (Direct plan, Growth) is ₹14.0245 and the Regular plan NAV is ₹13.6536, as of 13 Nov 2026.

What returns has SBI Automotive Opportunities Fund given?

Over the last year the Direct plan returned 26.46%. Past returns do not guarantee future returns.

What is the expense ratio of SBI Automotive Opportunities Fund?

The Direct plan charges 1.01% a year, as disclosed on 30 Sept 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, 78% ended in a gain.

What does SBI Automotive Opportunities Fund invest in?

As on 31 Oct 2026 it held 36 positions, the largest being Mahindra & Mahindra Ltd (11.6%), Eicher Motors Ltd (5.9%), Samvardhana Motherson International Ltd (5.3%). Its biggest sector was auto components at 55.7% 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.