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MF SCHEME PROFILE

YOU ARE ON :

SBI Automotive Opportunities Fund - Regular (G)

15-Dec-2025 | 12:00 AM

  • AUM ( Cr) : 5,380
  • Inception Date : 05-Jun-2024
  • Category : Sectoral / Thematic

arrow down 11.0320 -0.04(-0.37%)

Key Parameters

TypeOPEN ENDEDMinimum Investment ()5000
52-Week High/Low(rupee)11.2289 (01-Dec-2025) / 7.9868 (07-Apr-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 inception110,320
Fund ManagerTanmaya DesaiExpense Ratio(%)1.88

Portfolio Indicators

Portfolio P/E 40.95 times Portfolio P/B 9.66 times
Average Maturity - Yield To Maturity -
Modified Duration - Turnover Ratio (%) 0.32

Risk Factors

Jenson's Alpha -2.81 Standard Deviation 5.08
Beta 0.89 Sharpe 0.05
R-Squared 0.90 Treynor Factor 0.04

Company Top 5 Holdings

Company Asset Quantity Holdings (%)
M & M Equity 2400000 16.76
Maruti Suzuki Equity 400000 11.82
Eicher Motors Equity 500000 6.56
TVS Motor Co. Equity 900000 5.91
Hero Motocorp Equity 360000 4.13

Sector Top 5 Holdings

Sector Quantity Holdings (%)
Automobile 8,660,000.00 49.77
Auto Ancillaries 26,389,900.00 31.62
Castings, Forgings & Fastners 4,726,010.00 6.99
Bearings 730,000.00 4.79
Tyres 309,243.00 3.95

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) 18.01 4.21 16.51 14.11 NA NA NA 6.93

Annual Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
2025 16.45 4.33 NA 8.54 5,379.86
2024 -6.17 18.34 NA 8.12 5,730.45

Quarterly Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
Dec-2024 -15.99 -5.92 -15.67 -7.27 5,730.45
Mar-2025 -8.90 -8.03 -7.93 -1.39 5,220.22
Sep-2025 8.55 -1.63 12.16 -4.10 5,399.10
Jun-2025 13.29 11.96 12.62 9.97 5,450.92

Peer Comparison

Scheme Name AUM (rupee Cr.) Return(%)
1 Year		 Return(%)
3 Years		 Return(%)
5 Years		 Since Inception Inception Date Sharpe Std.Dev.
ICICI Pru Large Cap Fund 78,159.80 7.26 17.57 18.66 14.94 23-May-2008 1.15 3.19
Motilal Oswal Large Cap Fund 3,033.58 7.23 NA NA 20.97 06-Feb-2024 1.25 3.52
DSP Large Cap Fund 7,187.32 5.63 17.61 15.83 18.61 10-Mar-2003 1.15 3.15
Aditya Birla SL Large Cap Fund 31,450.89 5.61 14.89 16.31 18.74 30-Aug-2002 0.90 3.37
SBI Large Cap Fund 55,636.63 5.32 13.84 15.43 12.07 14-Feb-2006 0.83 3.22
Mirae Asset Large Cap Fund 41,863.69 5.29 12.69 14.32 14.96 09-Apr-2008 0.76 3.23
Nippon India Large Cap Fund 50,312.32 5.20 18.42 20.89 12.98 08-Aug-2007 1.20 3.30
Franklin India Large Cap Fund 8,061.14 5.14 14.51 15.23 18.90 01-Dec-1993 0.88 3.31
Tata Large Cap Fund 2,827.02 4.88 14.35 16.83 18.75 07-May-1998 0.83 3.46
UTI-Large Cap Fund 13,398.93 4.80 12.44 13.93 12.32 03-Feb-1987 0.73 3.22
Bandhan Large Cap Fund 2,051.48 4.77 16.62 15.75 11.25 09-Jun-2006 0.97 3.67
Kotak Large Cap Fund 11,080.76 4.73 14.81 15.84 17.58 29-Dec-1998 0.90 3.36
PGIM India Large Cap Fund 604.89 4.17 11.20 12.34 16.80 21-Jan-2003 0.63 3.33
Mahindra Manulife Large Cap Fund 749.07 4.15 13.39 15.26 13.68 15-Mar-2019 0.76 3.51
HDFC Large Cap Fund 40,617.55 3.99 15.13 17.79 18.58 11-Oct-1996 0.94 3.28
Canara Robeco Large Cap Fund 17,527.00 3.88 14.74 15.07 12.97 20-Aug-2010 0.94 3.19
WhiteOak Capital Large Cap Fund 1,141.39 3.81 16.03 NA 15.27 01-Dec-2022 1.00 3.37
Bajaj Finserv Large Cap Fund 1,667.02 3.72 NA NA 2.54 20-Aug-2024 -0.17 4.01
Edelweiss Large Cap Fund 1,445.39 3.71 14.58 15.33 13.92 20-May-2009 0.88 3.36
AXIS Large Cap Fund 34,071.52 2.93 11.65 11.00 12.11 05-Jan-2010 0.66 3.28
Groww Large Cap Fund 133.12 2.61 13.06 12.99 11.37 10-Feb-2012 0.74 3.48
Sundaram Large Cap Fund 3,393.50 1.91 11.26 14.02 16.14 08-Oct-2020 0.64 3.18
LIC MF Large Cap Fund 1,503.00 1.81 11.62 13.67 5.72 01-Sep-1994 0.62 3.61
Invesco India Largecap Fund 1,722.89 1.57 16.40 16.55 12.71 28-Aug-2009 0.94 3.85
Taurus Large Cap Fund 52.30 1.28 13.37 14.40 10.78 28-Feb-1995 0.73 3.94
Quant Large Cap Fund 2,916.93 1.17 13.85 NA 13.53 08-Aug-2022 0.66 4.33
Baroda BNP Paribas Large Cap Fund 2,781.18 0.97 14.91 15.41 15.81 23-Sep-2004 0.90 3.47
Union Largecap Fund 478.93 0.71 11.89 13.65 10.70 11-May-2017 0.72 3.22
HSBC Large Cap Fund 1,918.97 -0.08 14.11 14.33 18.43 10-Dec-2002 0.81 3.47
ITI Large Cap Fund 537.20 -0.49 12.67 NA 12.50 24-Dec-2020 0.67 3.75
Bank of India Large Cap Fund 208.33 -1.08 14.38 NA 11.77 29-Jun-2021 0.75 4.03
JM Large Cap Fund 482.48 -1.49 14.84 14.99 9.41 01-Apr-1995 0.81 3.78
Samco Large Cap Fund 134.92 NA NA NA -6.70 25-Mar-2025 -1.42 2.45

Asset Allocation

Sector Allocation

NAV Movement

AUM Growth ( Cr.)

NIFTY:26,027.30  Up arrow
-19.65(-0.08%)
SENSEX:85,267.66  Up arrow
-54.30(-0.06%)

Product

Trading


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