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MF SCHEME PROFILE

YOU ARE ON :

SBI Automotive Opportunities Fund - Regular (G)

13-Mar-2026 | 12:00 AM

  • AUM ( Cr) : 5,333
  • Inception Date : 05-Jun-2024
  • Category : Sectoral / Thematic

arrow down 10.2853 -0.39(-3.66%)

Key Parameters

TypeOPEN ENDEDMinimum Investment ()5000
52-Week High/Low(rupee)11.7896 (26-Feb-2026) / 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 inception102,853
Fund ManagerTanmaya DesaiExpense Ratio(%)1.87

Portfolio Indicators

Portfolio P/E 42.15 times Portfolio P/B 7.56 times
Average Maturity - Yield To Maturity -
Modified Duration - Turnover Ratio (%) 0.34

Risk Factors

Jenson's Alpha -2.35 Standard Deviation 4.94
Beta 0.89 Sharpe 0.09
R-Squared 0.90 Treynor Factor 0.05

Company Top 5 Holdings

Company Asset Quantity Holdings (%)
M & M Equity 2280000 14.53
Eicher Motors Equity 540000 8.11
TVS Motor Co. Equity 800000 5.81
Maruti Suzuki Equity 205000 5.71
Bharat Forge Equity 1320000 4.73

Sector Top 5 Holdings

Sector Quantity Holdings (%)
Automobile 11,920,582.00 42.60
Auto Ancillaries 38,260,000.00 37.79
Castings, Forgings & Fastners 5,032,053.00 10.34
Bearings 730,000.00 5.41
Plastic products 200,000.00 1.67

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) -9.28 -7.11 -3.20 22.52 NA NA NA 1.60

Annual Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
2026 -9.86 -8.92 NA -12.47 5,332.87
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
Mar-2025 -8.90 -8.03 -7.93 -1.39 5,220.22
Jun-2025 13.29 11.96 12.62 9.97 5,450.92
Dec-2025 6.30 2.58 5.33 5.23 5,382.56
Sep-2025 8.55 -1.63 12.16 -4.10 5,399.10

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 211.62 10.86 15.28 NA 9.64 29-Jun-2021 0.73 3.98
Taurus Large Cap Fund 50.71 7.32 15.35 10.87 10.42 28-Feb-1995 0.68 3.90
Nippon India Large Cap Fund 51,403.80 7.18 16.67 15.17 12.18 08-Aug-2007 1.14 3.27
Bajaj Finserv Large Cap Fund 1,540.02 7.17 NA NA -3.32 20-Aug-2024 -0.23 3.88
Groww Large Cap Fund 132.19 7.14 12.44 9.41 10.35 10-Feb-2012 0.68 3.44
Bandhan Large Cap Fund 2,023.93 6.93 15.20 11.16 10.49 09-Jun-2006 0.91 3.64
HSBC Large Cap Fund 1,893.80 6.77 13.49 9.82 17.74 10-Dec-2002 0.79 3.42
Kotak Large Cap Fund 10,925.23 6.07 13.40 10.83 16.97 29-Dec-1998 0.85 3.33
Quant Large Cap Fund 3,023.10 6.06 14.53 NA 9.37 08-Aug-2022 0.61 4.29
Franklin India Large Cap Fund 7,580.19 5.96 12.94 9.20 18.32 01-Dec-1993 0.82 3.28
ICICI Pru Large Cap Fund 77,451.59 5.95 15.77 13.37 14.01 23-May-2008 1.08 3.16
Invesco India Largecap Fund 1,701.68 5.79 15.03 11.74 11.74 28-Aug-2009 0.85 3.83
WhiteOak Capital Large Cap Fund 1,148.98 5.73 15.65 NA 10.24 01-Dec-2022 0.94 3.34
SBI Large Cap Fund 55,246.19 5.39 12.47 10.32 11.36 14-Feb-2006 0.80 3.18
Mirae Asset Large Cap Fund 40,184.41 4.87 11.08 9.17 13.96 09-Apr-2008 0.71 3.19
Edelweiss Large Cap Fund 1,476.88 4.78 12.85 10.76 13.02 20-May-2009 0.83 3.32
JM Large Cap Fund 442.78 4.75 13.10 11.05 8.96 01-Apr-1995 0.76 3.74
Tata Large Cap Fund 2,783.60 4.68 12.94 10.79 18.10 07-May-1998 0.79 3.42
Baroda BNP Paribas Large Cap Fund 2,638.64 4.36 14.12 11.17 15.12 23-Sep-2004 0.84 3.43
Mahindra Manulife Large Cap Fund 737.43 3.91 12.43 9.89 11.41 15-Mar-2019 0.73 3.46
Aditya Birla SL Large Cap Fund 30,094.33 3.86 13.11 10.86 17.89 30-Aug-2002 0.85 3.33
HDFC Large Cap Fund 40,085.19 3.79 13.34 12.22 18.01 11-Oct-1996 0.89 3.24
Motilal Oswal Large Cap Fund 3,242.27 3.65 NA NA 11.74 06-Feb-2024 1.13 3.49
Union Largecap Fund 453.03 3.47 11.26 9.20 9.19 11-May-2017 0.63 3.20
DSP Large Cap Fund 7,269.64 3.12 15.66 11.42 17.86 10-Mar-2003 1.09 3.11
PGIM India Large Cap Fund 567.74 2.87 8.99 7.37 15.98 21-Jan-2003 0.56 3.30
Canara Robeco Large Cap Fund 17,103.62 2.83 12.91 10.02 11.91 20-Aug-2010 0.87 3.16
Sundaram Large Cap Fund 3,244.86 2.58 10.63 9.35 13.16 08-Oct-2020 0.60 3.14
AXIS Large Cap Fund 32,436.77 2.48 10.92 7.07 11.21 05-Jan-2010 0.59 3.25
LIC MF Large Cap Fund 1,421.53 2.45 10.13 8.76 5.26 01-Sep-1994 0.57 3.57
UTI-Large Cap Fund 12,658.21 1.71 10.47 8.71 11.87 03-Feb-1987 0.69 3.18
ITI Large Cap Fund 507.09 1.39 11.34 7.65 9.36 24-Dec-2020 0.63 3.71
Samco Large Cap Fund 118.77 NA NA NA -11.80 25-Mar-2025 -1.67 2.31
Parag Parikh Large Cap Fund 404.89 NA NA NA -9.24 04-Feb-2026 NA NA

Asset Allocation

Sector Allocation

NAV Movement

AUM Growth ( Cr.)

NIFTY:23,151.10  Up arrow
-488.05(-2.06%)
SENSEX:76,034.42  Up arrow
-1,470.50(-1.93%)

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