SBI Automotive Opportunities Fund

ThematicDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

SBI Automotive Opportunities Fund is a Thematic fund run by SBI Mutual Fund. On 30-09-2026, it managed ₹6,071 Cr of investors' money. In the year to 30-10-2026, its Direct plan returned 17.4% and its Regular plan returned 16.2%. Its benchmark, Nifty Auto TRI, returned −4.2% over the same year.

NAV (Direct plan): ₹12.90; ▼ 1.12%30-10-2026
NAV (Regular plan): ₹12.56; ▼ 1.12%30-10-2026
Expense ratio: 1.01%Direct2.00%Regular; 1.01%; A year
Riskometer: Very High; Set by the fund house
1 year return: 17.4%Direct16.2%Regular; 17.4%; Total

SBI Automotive Opportunities Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹12.90 (down 1.12% that day); Regular Plan Growth ₹12.56 (down 1.12% that day).

This fund (Direct plan)

₹12.9009

SBI Automotive Opportunities Fund Returns vs Nifty Auto TRI

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−3.39%	−0.28%	+11.80%	+17.36%	--	--	--
This fund (Regular)	−3.47%	−0.53%	+11.24%	+16.18%	--	--	--
Nifty Auto TRI	−3.31%	−9.88%	−1.06%	−4.24%	+17.69%	+18.70%	+10.89%
Thematic average	−2.09%	−4.52%	+0.86%	−1.22%	--	--	--
Best in Thematic	+11.54%	+11.27%	+22.16%	+75.71%	--	--	--
Worst in Thematic	−16.05%	−11.74%	−13.97%	−22.44%	--	--	--
Rank in Thematic	159/235	34/232	25/232	10/215	--	--	--

Category rows compare the Direct plans of 235 Thematic funds. Rank 1 is the highest return.

SBI Automotive Opportunities Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular	Nifty Auto TRI
2026to date	+11.76%	+10.82%	−8.88%
2025	+22.14%	+20.83%	+24.59%

SBI Automotive Opportunities Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 1-year holding period, plotted on the day it ended. There are 346 periods, one for each trading day from 12-06-2025 to 30-10-2026.

−20%−10%0%10%20%30%40%50%

Jul 2024
to
Jul 2025Oct 2024
to
Oct 2025Jan 2025
to
Jan 2026Apr 2025
to
Apr 2026Jun 2025
to
Jun 2026Sept 2025
to
Sept 2026

SBI Automotive Opportunities Fund (Direct)Nifty Auto TRI

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	346	20.5%	−10.0%	42.7%	22%	14.0%	60%
2 years	95	10.3%	6.9%	15.9%	0%	4.1%	100%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty Auto TRI over the same days. Past returns do not promise future returns.

SBI Automotive Opportunities Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	SBI Automotive Opportunities Fund (Direct)This fund	Nifty Auto TRI
Return (CAGR)	+17.36%	−4.24%
Standard deviation	19.22%	21.27%
Sharpe ratio	0.63	-0.45
Sortino ratio	0.90	-0.61
Maximum drawdown	−13.5% (23-03-2026)	−17.7% (30-03-2026)
Beta	0.85	1.00
Alpha	+20.19%	0.00%

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	SBI Automotive Opportunities Fund (Direct)This fund	Nifty Auto TRI
Return (CAGR)	+9.54%	+1.42%
Standard deviation	17.80%	19.86%
Sharpe ratio	0.21	-0.22
Sortino ratio	0.30	-0.31
Maximum drawdown	−29.2% (07-04-2025)	−28.2% (07-04-2025)
Beta	0.85	1.00
Alpha	+7.49%	0.00%

From daily NAVs, 12-06-2024 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−30%−25%−20%−15%−10%−5%0%

20252026

SBI Automotive Opportunities Fund (Direct)Nifty Auto TRI

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
SBI Automotive Opportunities Fund (Direct)	−29.2%	27-09-2024	07-04-2025	01-12-2025	8 months	−8.7%
Nifty Auto TRI	−28.2%	27-09-2024	07-04-2025	12-11-2025	7 months	−14.3%

From the Direct plan's daily NAV since 12-06-2024, adjusted for unit splits, and Nifty Auto TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

SBI Automotive Opportunities Fund vs Other Thematic Funds

The five Thematic funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
Nippon India Taiwan Equity Fund	1/133	1,147	1.08%	+75.71%	+54.78%	--	--	1.38	2.03	Compare
HDFC Defence Fund	2/133	11,493	0.90%	+13.79%	+34.76%	−0.18%	0.83	1.12	1.54	Compare
HDFC Pharma and Healthcare Fund	3/133	3,501	1.05%	+23.12%	+30.53%	+8.23%	0.96	1.74	2.49	Compare
SBI Healthcare Opportunities Fund	4/133	5,870	1.01%	+17.12%	+24.60%	+3.61%	0.88	1.42	2.03	Compare
Aditya Birla Sun Life International Equity Fund	5/133	352	2.00%	+13.97%	+24.46%	--	--	1.49	2.16	Compare
SBI Automotive Opportunities Fund	10/215	6,071	1.01%	+17.36%	--	--	--	--	--

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

SBI Automotive Opportunities Fund Expense Ratio and Costs

What each plan charges a year, in force from 21-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Thematic median	Cost rank (1 = cheapest)
Direct	0.72%	0.04%	0.00%	0.25%	1.01%	1.18%	64/235
Regular	1.58%	0.04%	0.00%	0.38%	2.00%	2.41%	27/235

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Thematic funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	16.18%	17.36%	1.18%	₹1,16,180	₹1,17,360

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

SBI Automotive Opportunities Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 12-06-2024 to 30-10-2026: 29 instalments, ₹2,90,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planSBI Automotive Opportunities Fund (Direct)	₹2,90,000	₹3,52,836	₹62,836	16.6%
Regular planSBI Automotive Opportunities Fund (Regular)	₹2,90,000	₹3,48,082	₹58,082	15.4%
Nifty Auto TRI	₹2,90,000	₹2,97,597	₹7,597	2.1%
Category averageCategory average, 235 Thematic funds	₹2,90,000	₹2,99,291	₹9,291	2.6%

₹0₹1.0 L₹2.0 L₹3.0 L₹4.0 L

20252026

Direct planSBI Automotive Opportunities Fund (Direct)Regular planSBI Automotive Opportunities Fund (Regular)Nifty Auto TRICategory averageCategory average, 235 Thematic fundsAmount invested

From each plan's published NAV (Growth option), the benchmark's TRI and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

SBI Automotive Opportunities Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

97.0%Equity

Asset	Fund	Category
Equity	97.0%	94.5%
Cash and others	2.9%	4.0%
Debt	0.1%	1.5%

Market cap of stocks

Market cap	Fund	Category
Large Cap	36.9%	45.7%
Mid Cap	19.4%	19.6%
Small Cap	37.4%	24.1%
Not on AMFI's list	3.4%	2.3%

Share of the whole fund. Category: the average of the Thematic funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

SBI Automotive Opportunities Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Auto Components54.7%
Automobiles31.8%
Industrial Products6.8%
Agricultural, Commercial & Construction Vehicles3.8%

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Auto Components	45.5%	52.5%	54.7%	+9.2%
Automobiles	42.3%	34.0%	31.8%	−10.5%
Industrial Products	6.6%	7.2%	6.8%	+0.2%
Agricultural, Commercial & Construction Vehicles	3.0%	3.7%	3.8%	+0.8%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

SBI Automotive Opportunities Fund Portfolio Holdings

As on 30-09-2026 · 36 holdings · from the fund house's monthly portfolio

Holdings	Sector / Rating	Weight%	1M change
Mahindra & Mahindra Ltd.	Automobiles	12.15%	0.0%
TVS Motor Company Ltd.	Automobiles	4.87%	0.0%
Sona Blw Precision Forgings Ltd.	Auto Components	4.79%	0.0%
Eicher Motors Ltd.	Automobiles	4.71%	−11.1%
Samvardhana Motherson International Ltd.	Auto Components	4.30%	0.0%
Maruti Suzuki India Ltd.	Automobiles	3.84%	−2.5%
Bharat Forge Ltd.	Auto Components	3.81%	0.0%
Tata Motors Ltd.	Agricultural, Commercial & Construction Vehicles	3.75%	+8.0%
Sansera Engineering Ltd.	Auto Components	3.59%	−4.0%
Bosch Ltd.	Auto Components	3.49%	0.0%
Dhoot Transmission Ltd.	Auto Components	3.43%	−14.6%
Sedemac Mechatronics Ltd.	Auto Components	3.11%	+7.9%
Ather Energy Ltd.	Automobiles	3.00%	0.0%
Gabriel India Ltd.	Auto Components	2.92%	0.0%
Happy Forgings Ltd.	Industrial Products	2.86%	−10.2%
UNO Minda Ltd.	Auto Components	2.54%	0.0%
Hyundai Motor India Ltd.	Automobiles	2.51%	+7.1%
Craftsman Automation Ltd.	Auto Components	2.23%	+44.4%
ASK Automotive Ltd.	Auto Components	2.15%	−0.6%
Kingfa Science & Technology India Ltd.	Industrial Products	2.14%	0.0%
Tenneco Clean Air India Ltd.	Auto Components	2.09%	0.0%
Belrise Industries Ltd.	Auto Components	1.98%	0.0%
Minda Corporation Ltd.	Auto Components	1.91%	+4.4%
Sundram Fasteners Ltd.	Auto Components	1.88%	0.0%
Balkrishna Industries Ltd.	Auto Components	1.88%	+12.5%
Timken India Ltd.	Industrial Products	1.81%	0.0%
Schaeffler India Ltd.	Auto Components	1.54%	0.0%
Motherson Sumi Wiring India Ltd.	Auto Components	1.40%	+108.3%
Endurance Technologies Ltd.	Auto Components	1.31%	0.0%
SPR Auto Technologies Ltd.	Auto Components	1.25%	0.0%
ZF Commercial Vehicle Control Systems India Ltd.	Auto Components	1.23%	−11.1%
Asahi India Glass Ltd.	Auto Components	1.11%	−12.5%
Bajaj Auto Ltd.	Automobiles	0.72%	+100.0%
Sundaram Clayton Ltd.	Auto Components	0.40%	0.0%
Alicon Castalloy Ltd.	Auto Components	0.34%	−20.0%
364 DAY T-BILL 19.11.26 · Treasury bill	Sovereign	0.08%

SBI Automotive Opportunities Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

Eicher Motors Ltd.	Reduced	−11.1%	4.71%
Maruti Suzuki India Ltd.	Reduced	−2.5%	3.84%
Dhoot Transmission Ltd.	Reduced	−14.6%	3.43%
Tata Motors Ltd.	Added	+8.0%	3.75%
Sansera Engineering Ltd.	Reduced	−4.0%	3.59%
Happy Forgings Ltd.	Reduced	−10.2%	2.86%
Sedemac Mechatronics Ltd.	Added	+7.9%	3.11%
Hyundai Motor India Ltd.	Added	+7.1%	2.51%
Craftsman Automation Ltd.	Added	+44.4%	2.23%
ASK Automotive Ltd.	Reduced	−0.6%	2.15%
Minda Corporation Ltd.	Added	+4.4%	1.91%
Balkrishna Industries Ltd.	Added	+12.5%	1.88%
ZF Commercial Vehicle Control Systems India Ltd.	Reduced	−11.1%	1.23%
Motherson Sumi Wiring India Ltd.	Added	+108.3%	1.40%
Asahi India Glass Ltd.	Reduced	−12.5%	1.11%
Bajaj Auto Ltd.	Added	+100.0%	0.72%
Alicon Castalloy Ltd.	Reduced	−20.0%	0.34%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What SBI Automotive Opportunities Fund bought and sold

SBI Automotive Opportunities Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
Aditya Birla Sun Life Transportation and Logistics FundThematic · Aditya Birla Sun Life	58.4%	20	Compare
Mirae Asset Nifty EV and New Age Automotive ETFETF · Mirae Asset	47.2%	17	Compare
Groww Nifty EV & New Age Automotive ETFETF · Groww	47.2%	17	Compare
ICICI Prudential Nifty EV & New Age Automotive ETFETF · ICICI Prudential	47.2%	17	Compare
Nippon India Nifty Auto Index FundIndex · Nippon India	45.3%	11	Compare
ICICI Prudential Nifty Auto ETFETF · ICICI Prudential	45.2%	11	Compare
Nippon India Nifty Auto ETFETF · Nippon India	45.2%	11	Compare
Tata NIFTY Auto Index FundIndex · Tata	45.2%	11	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

SBI Automotive Opportunities Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 1.01%
Expense ratio (Regular): 2.00%
Category: Thematic
Risk: Very High
Benchmark: Nifty Auto TRI
Launch date: 05-06-2024
Minimum investment: ₹5,000
Minimum additional investment: ₹1,000
AUM: ₹6,070.82 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 152657
ISIN (Direct): INF200KB1183
Scheme code (Regular): 152658
ISIN (Regular): INF200KB1159
NAV history: From 12-06-2024, 2.4 years

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

Tax on SBI Automotive Opportunities Fund returns

SBI Automotive Opportunities Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹12.9009	30-10-2026
direct	IDCW	₹12.9006	30-10-2026
regular	Growth	₹12.5647	30-10-2026
regular	IDCW	₹12.5649	30-10-2026

About SBI Automotive Opportunities Fund

SBI Automotive Opportunities Fund is a mutual fund from SBI Mutual Fund. Its category is Thematic. It was launched on 05-06-2024. Its benchmark is Nifty Auto TRI. At the end of September 2026 it held 36 securities.

Fund Manager

Tanmaya Desai
Fund manager of SBI Automotive Opportunities Fund, since 05-06-2024

See all funds of SBI Mutual Fund

AUM change

September 2026: ₹6,070.82 Cr; −4.38% from August 2026
August 2026: ₹6,348.97 Cr; +10.38% from July 2026
July 2026: ₹5,752.10 Cr; +6.91% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare SBI Automotive Opportunities Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

Compare with any other fund

Frequently Asked Questions for SBI Automotive Opportunities Fund

What is the current NAV of SBI Automotive Opportunities Fund?

The Direct plan NAV is ₹12.9009. The Regular plan NAV is ₹12.5647, as on 30-10-2026.

What are the returns of SBI Automotive Opportunities Fund?

The Direct plan returned +17.36% in 1 year. The Regular plan returned +16.18% in 1 year. These figures are as on 30-10-2026.

What is the expense ratio of SBI Automotive Opportunities Fund?

The Direct plan charges 1.01% a year. The Regular plan charges 2.00% a year. This is the figure the fund house reported to AMFI, in force from 21-10-2026.

What is the AUM of SBI Automotive Opportunities Fund?

SBI Automotive Opportunities Fund managed ₹6,070.82 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of SBI Automotive Opportunities Fund?

At the end of September 2026 the largest holdings were M&M (12.15%), TVSMOTOR (4.87%), SONACOMS (4.79%), EICHERMOT (4.71%), MOTHERSON (4.30%). The fund held 36 securities in all.

What did SBI Automotive Opportunities Fund buy and sell in September 2026?

It added shares in 8. It reduced 9.

How do I invest in SBI Automotive Opportunities Fund?

Through SBI Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹5,000. You can invest once or through a monthly SIP.

Who is the fund manager of SBI Automotive Opportunities Fund?

Tanmaya Desai (since 05-06-2024).

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.