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MF SCHEME PROFILE

YOU ARE ON :

SBI Automotive Opportunities Fund - Regular (G)

12-Jun-2026 | 12:00 AM

  • AUM ( Cr) : 5,178
  • Inception Date : 05-Jun-2024
  • Category : Sectoral / Thematic

arrow top 11.5899 0.19(1.70%)

Key Parameters

TypeOPEN ENDEDMinimum Investment ()5000
52-Week High/Low(rupee)11.816 (08-May-2026) / 9.4009 (17-Jun-2025) Incremental Investment () 1000
Entry LoadNilBenchmarkNIFTY Auto TRI
Exit LoadFor exit within 30 days from the date of allotment - 1% For exit after 30 days from the date of allotment - NilValue of (rupee) 1,00,000 since inception115,899
Fund ManagerTanmaya DesaiExpense Ratio(%)1.86

Portfolio Indicators

Portfolio P/E 42.86 times Portfolio P/B 13.34 times
Average Maturity - Yield To Maturity -
Modified Duration - Turnover Ratio (%) 0.41

Risk Factors

Jenson's Alpha 0.20 Standard Deviation 5.73
Beta 0.88 Sharpe -0.30
R-Squared 0.92 Treynor Factor 0.05

Company Top 5 Holdings

Company Asset Quantity Holdings (%)
M & M Equity 2550000 15.00
Eicher Motors Equity 520000 7.21
TREPS Reverse Repo 0 6.55
Maruti Suzuki Equity 240000 6.08
TVS Motor Co. Equity 800000 5.18

Sector Top 5 Holdings

Sector Quantity Holdings (%)
Automobile 12,210,000.00 44.34
Auto Ancillaries 35,550,000.00 35.98
Castings, Forgings & Fastners 2,771,191.00 8.66
Bearings 653,011.00 5.13
Plastic products 200,000.00 2.23

Performance

Scheme Name Return(%)
YTD 		Return(%)
3 Months		 Return(%)
6 Months		 Return(%)
1 Year		 Return(%)
3 Years		 Return(%)
5 Years		 Return(%)
10 Years		 Return(%)
Inception
SBI Automotive Opportunities Fund - Regular (G) 2.22 8.56 4.67 21.95 NA NA NA 7.58

Annual Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
2026 1.57 -0.93 NA -11.34 5,177.78
2025 19.69 4.82 NA 8.55 5,382.56
2024 -6.17 18.34 NA 8.12 5,730.45

Quarterly Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
Jun-2025 13.29 11.96 12.62 9.97 5,450.92
Sep-2025 8.55 -1.63 12.16 -4.10 5,399.10
Mar-2026 -10.48 -12.57 -16.40 -15.54 4,616.45
Dec-2025 6.30 2.58 5.33 5.23 5,382.56

Peer Comparison

Scheme Name AUM (rupee Cr.) Return(%)
1 Year		 Return(%)
3 Years		 Return(%)
5 Years		 Since Inception Inception Date Sharpe Std.Dev.
Quant Large Cap Fund 3,112.33 3.21 15.04 NA 11.75 08-Aug-2022 0.34 4.77
Bank of India Large Cap Fund 212.60 2.98 13.74 NA 10.29 29-Jun-2021 0.43 4.43
SBI Large Cap Fund 53,468.34 -0.08 10.55 10.68 11.51 14-Feb-2006 0.31 3.83
Invesco India Largecap Fund 1,721.89 -0.35 13.68 11.98 12.07 28-Aug-2009 0.44 4.34
Tata Large Cap Fund 2,687.58 -0.71 11.39 10.72 18.14 07-May-1998 0.34 4.05
Bandhan Large Cap Fund 2,007.27 -1.01 12.71 11.02 10.58 09-Jun-2006 0.45 4.18
Groww Large Cap Fund 127.64 -1.04 10.81 9.60 10.46 10-Feb-2012 0.29 4.04
Bajaj Finserv Large Cap Fund 1,483.50 -1.13 NA NA -1.39 20-Aug-2024 -0.81 4.40
HSBC Large Cap Fund 1,783.60 -1.49 10.92 9.52 17.64 10-Dec-2002 0.36 4.00
WhiteOak Capital Large Cap Fund 1,163.57 -2.01 13.03 NA 10.70 01-Dec-2022 0.51 3.81
Taurus Large Cap Fund 51.20 -2.24 12.21 9.79 10.39 28-Feb-1995 0.49 4.04
Baroda BNP Paribas Large Cap Fund 2,578.67 -2.51 12.41 11.03 15.12 23-Sep-2004 0.40 3.99
JM Large Cap Fund 421.65 -2.58 11.50 10.76 9.00 01-Apr-1995 0.34 4.31
Nippon India Large Cap Fund 51,690.28 -2.66 13.44 14.51 12.18 08-Aug-2007 0.57 3.94
Mirae Asset Large Cap Fund 38,239.21 -2.86 9.57 8.93 14.01 09-Apr-2008 0.20 3.88
HDFC Large Cap Fund 38,121.27 -3.05 11.08 11.46 17.95 11-Oct-1996 0.35 3.94
Kotak Large Cap Fund 10,599.29 -3.15 11.26 10.13 16.91 29-Dec-1998 0.36 3.96
ICICI Pru Large Cap Fund 75,650.43 -3.15 13.37 12.79 13.94 23-May-2008 0.53 3.79
Union Largecap Fund 439.14 -3.26 9.22 8.72 9.34 11-May-2017 0.21 3.81
Franklin India Large Cap Fund 7,235.57 -3.53 10.63 8.24 18.25 01-Dec-1993 0.35 3.77
Motilal Oswal Large Cap Fund 3,170.75 -3.65 NA NA 12.46 06-Feb-2024 0.17 4.31
Edelweiss Large Cap Fund 1,439.03 -3.70 10.24 10.22 12.98 20-May-2009 0.33 3.96
AXIS Large Cap Fund 30,498.17 -3.86 8.95 6.63 11.22 05-Jan-2010 0.20 3.79
Sundaram Large Cap Fund 3,062.61 -4.22 8.60 8.69 13.14 08-Oct-2020 0.20 3.63
Aditya Birla SL Large Cap Fund 28,969.90 -4.61 10.79 10.35 17.85 30-Aug-2002 0.34 3.95
PGIM India Large Cap Fund 544.39 -4.75 7.25 6.71 15.98 21-Jan-2003 0.07 3.91
Canara Robeco Large Cap Fund 16,542.19 -4.95 10.60 9.50 11.93 20-Aug-2010 0.33 3.81
DSP Large Cap Fund 7,192.01 -5.23 12.94 10.38 17.75 10-Mar-2003 0.54 3.74
ITI Large Cap Fund 369.62 -5.30 9.88 7.94 9.86 24-Dec-2020 0.21 4.31
UTI-Large Cap Fund 12,052.60 -5.98 8.57 7.99 11.87 03-Feb-1987 0.20 3.80
Mahindra Manulife Large Cap Fund 700.93 -6.50 9.55 8.52 11.13 15-Mar-2019 0.30 4.00
LIC MF Large Cap Fund 1,352.11 -7.51 7.96 8.02 5.31 01-Sep-1994 0.13 4.19
Samco Large Cap Fund 108.63 -8.95 NA NA -8.72 25-Mar-2025 -1.86 2.92
Parag Parikh Large Cap Fund 702.32 NA NA NA -6.30 04-Feb-2026 0.00 0.00
JioBlackRock Large Cap Fund 33.80 NA NA NA -3.66 NA NA NA

Asset Allocation

Sector Allocation

NAV Movement

AUM Growth ( Cr.)

NIFTY:23,622.90  Up arrow
461.30(1.99%)
SENSEX:73,832.55  Up arrow
1,695.40(2.30%)

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