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MF SCHEME PROFILE

YOU ARE ON :

SBI Automotive Opportunities Fund - Regular (G)

29-Apr-2026 | 12:00 AM

  • AUM ( Cr) : 4,616
  • Inception Date : 05-Jun-2024
  • Category : Sectoral / Thematic

arrow top 11.3519 0.06(0.57%)

Key Parameters

TypeOPEN ENDEDMinimum Investment ()5000
52-Week High/Low(rupee)11.7896 (26-Feb-2026) / 8.879 (02-May-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 inception113,519
Fund ManagerTanmaya DesaiExpense Ratio(%)1.90

Portfolio Indicators

Portfolio P/E 39.56 times Portfolio P/B 13.18 times
Average Maturity - Yield To Maturity -
Modified Duration - Turnover Ratio (%) 0.37

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 2000000 12.80
Eicher Motors Equity 520000 7.42
Maruti Suzuki Equity 200000 5.33
TVS Motor Co. Equity 700000 5.10
Bharat Forge Equity 1320000 4.79

Sector Top 5 Holdings

Sector Quantity Holdings (%)
Automobile 13,920,000.00 39.48
Auto Ancillaries 38,360,000.00 38.35
Castings, Forgings & Fastners 4,965,493.00 10.02
Bearings 720,000.00 5.51
Plastic products 200,000.00 1.83

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) 0.12 6.71 4.69 27.90 NA NA NA 6.91

Annual Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
2026 -0.52 -1.32 NA -9.03 4,616.45
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.
Bank of India Large Cap Fund 188.17 8.72 15.91 NA 10.86 29-Jun-2021 0.43 4.43
Quant Large Cap Fund 2,697.61 5.99 15.69 NA 11.39 08-Aug-2022 0.34 4.77
Taurus Large Cap Fund 46.36 4.71 14.92 12.18 10.57 28-Feb-1995 0.49 4.04
Groww Large Cap Fund 117.17 3.79 12.45 10.83 10.64 10-Feb-2012 0.29 4.04
Bajaj Finserv Large Cap Fund 1,362.72 3.71 NA NA -0.47 20-Aug-2024 -0.81 4.40
Nippon India Large Cap Fund 46,520.53 3.62 16.50 17.00 12.40 08-Aug-2007 0.57 3.94
Bandhan Large Cap Fund 1,820.86 3.40 15.10 12.68 10.74 09-Jun-2006 0.45 4.18
Tata Large Cap Fund 2,448.18 3.33 13.61 12.44 18.27 07-May-1998 0.34 4.05
SBI Large Cap Fund 48,925.69 3.29 12.32 12.08 11.60 14-Feb-2006 0.31 3.83
Baroda BNP Paribas Large Cap Fund 2,344.21 2.96 14.65 12.83 15.36 23-Sep-2004 0.40 3.99
Invesco India Largecap Fund 1,536.87 2.52 15.86 13.47 12.11 28-Aug-2009 0.44 4.34
JM Large Cap Fund 389.62 2.28 13.60 12.29 9.08 01-Apr-1995 0.34 4.31
HSBC Large Cap Fund 1,667.50 2.15 13.23 11.31 17.84 10-Dec-2002 0.36 4.00
WhiteOak Capital Large Cap Fund 1,045.06 2.00 15.32 NA 11.51 01-Dec-2022 0.51 3.81
Kotak Large Cap Fund 9,794.47 1.79 13.28 12.02 17.07 29-Dec-1998 0.36 3.96
Mirae Asset Large Cap Fund 35,342.63 1.45 11.35 10.58 14.17 09-Apr-2008 0.20 3.88
ICICI Pru Large Cap Fund 69,947.55 1.13 15.56 14.57 14.15 23-May-2008 0.53 3.79
Union Largecap Fund 402.94 0.97 11.35 10.68 9.67 11-May-2017 0.21 3.81
Motilal Oswal Large Cap Fund 2,868.27 0.92 NA NA 14.04 06-Feb-2024 0.17 4.31
Edelweiss Large Cap Fund 1,321.69 0.66 12.64 12.01 13.21 20-May-2009 0.33 3.96
Franklin India Large Cap Fund 6,821.18 0.66 12.44 10.40 18.38 01-Dec-1993 0.35 3.77
ITI Large Cap Fund 444.35 0.56 11.85 9.80 10.43 24-Dec-2020 0.21 4.31
Aditya Birla SL Large Cap Fund 26,701.73 0.15 13.31 12.33 18.05 30-Aug-2002 0.34 3.95
Canara Robeco Large Cap Fund 15,235.02 -0.80 12.92 11.23 12.16 20-Aug-2010 0.33 3.81
HDFC Large Cap Fund 35,458.50 -0.84 12.75 13.75 18.05 11-Oct-1996 0.35 3.94
PGIM India Large Cap Fund 500.67 -1.10 9.36 8.52 16.15 21-Jan-2003 0.07 3.91
Sundaram Large Cap Fund 2,889.32 -1.48 10.35 10.38 13.64 08-Oct-2020 0.20 3.63
UTI-Large Cap Fund 11,203.47 -1.72 11.01 9.78 11.96 03-Feb-1987 0.20 3.80
AXIS Large Cap Fund 28,661.27 -1.81 10.48 8.00 11.36 05-Jan-2010 0.20 3.79
Mahindra Manulife Large Cap Fund 653.37 -2.11 12.19 10.70 11.74 15-Mar-2019 0.30 4.00
DSP Large Cap Fund 6,619.60 -2.25 15.28 12.16 17.91 10-Mar-2003 0.54 3.74
LIC MF Large Cap Fund 1,253.40 -2.79 9.98 9.93 5.39 01-Sep-1994 0.13 4.19
Samco Large Cap Fund 107.10 -6.08 NA NA -6.68 25-Mar-2025 -1.86 2.92
Parag Parikh Large Cap Fund 551.08 NA NA NA -4.53 04-Feb-2026 0.00 0.00
JioBlackRock Large Cap Fund 0.00 NA NA NA -0.52 NA NA NA

Asset Allocation

Sector Allocation

NAV Movement

AUM Growth ( Cr.)

NIFTY:23,996.95  Up arrow
-180.70(-0.75%)
SENSEX:77,496.36  Up arrow
-731.07(-0.94%)

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