SBI Automotive Opportunities Fund Growth

SBI Automotive Opportunities Fund Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 09 Jan '26
₹11.19
Min. SIP amount
Not Supported
Fund size
₹5,382.56 Cr
Expense ratio
1.87%

Holdings (33)

NameSectorInstrumentsAssets
Mahindra & Mahindra Ltd.AutomobileEquity16.54%
Maruti Suzuki India Ltd.AutomobileEquity9.93%
TVS Motor Company Ltd.AutomobileEquity6.05%
Eicher Motors Ltd.AutomobileEquity5.98%
Craftsman Automation Ltd.AutomobileEquity4.00%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity3.87%
Sansera Engineering Ltd.AutomobileEquity3.74%
Sona BLW Precision Forgings Ltd.AutomobileEquity3.56%
Happy Forgings Ltd.Metals & MiningEquity3.42%
UNO Minda Ltd.AutomobileEquity3.34%
Tenneco Clean Air India LtdAutomobileEquity3.11%
Ather Energy Ltd.AutomobileEquity2.80%
Samvardhana Motherson International Ltd.AutomobileEquity2.67%
Hero Motocorp Ltd.AutomobileEquity2.57%
Gabriel India Ltd.AutomobileEquity2.48%
Schaeffler India Ltd.Capital GoodsEquity2.38%
Timken India Ltd.Capital GoodsEquity2.23%
Belrise Industries Ltd.AutomobileEquity2.20%
Bharat Forge Ltd.AutomobileEquity2.19%
MRF Ltd.AutomobileEquity1.99%
Tata Motors Ltd.AutomobileEquity1.62%
Endurance Technologies Ltd.AutomobileEquity1.54%
Kingfa Science & Technology (India) Ltd.ChemicalsEquity1.49%
ASK Automotive Ltd.AutomobileEquity1.42%
Sundram Fasteners Ltd.Capital GoodsEquity1.39%
Asahi India Glass Ltd.ConstructionEquity1.36%
Balkrishna Industries Ltd.AutomobileEquity1.29%
Minda Corporation Ltd.AutomobileEquity1.10%
Alicon Castalloy Ltd.Metals & MiningEquity0.82%
Sundaram - Clayton Dcd Ltd.FinancialEquity0.46%
Rolex Rings LtdCapital GoodsEquity0.38%
Reserve Bank of IndiaFinancialT-Bills0.09%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.08%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+8.7%+18.2%+19.3%+16.0%
Category average (Equity Thematic)----+14.6%--
Rank (Equity Thematic)669--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

TD
Tanmaya Desai
May 2024 - Present
View details

Education
Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).
Experience
Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.

PK
Pradeep Kesavan
May 2024 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

About SBI Automotive Opportunities Fund Growth

SBI Automotive Opportunities Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Tanmaya Desai is the Current Fund Manager of SBI Automotive Opportunities Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,61,509 Cr and the Latest NAV as of 09 Jan 2026 is ₹11.19. The SBI Automotive Opportunities Fund Growth is rated Very High risk. Exit load of 1%, if redeemed within 30 days. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkNIFTY Auto Total Return Index

Fund house

Rank (total assets)#1 in India
Total AUM₹12,61,509.05 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,