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Fund Overview of SBI Automotive Opportunities Fund Direct-growth
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₹5,177.8 CrAUM
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₹12.12NAV
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1.01%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of SBI Automotive Opportunities Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 12.16% | NA | NA |
| 6 Months | 8.33% | NA | NA |
| 1 Year | 27.35% | 27.35% | NA |
| 2 Years | 14.89% | 7.19% | NA |
Compare SBI Automotive Opportunities Fund Direct-growth with other mutual funds in the same category
SBI Automotive Opportunities Fund Direct-growth
UTI Transportation And Logistics Fund Direct-growth
UTI Transportation And Logistics Fund Direct-idcw
Asset Allocation
equities
94.78%debt instruments
0.09%other assets or cash equivalents
5.13%Launched on 07 Jun 2024, the fund aims Long term Capital appreciation. Investment in equity and equity related instruments of companies engaged in and/or expected to benefit from the growth in automotive & its allied business activities theme. It manages assets worth ₹5,177.8 crore as on Sun May 31, 2026. The expense ratio stands at 1.01%. Fund Manager Manager Education Fund Manager Manager EducationAbout SBI Automotive Opportunities Fund Direct-growth
The portfolio allocation consists of 94.78% in equities, 0.09% in debt instruments, 5.13% in other assets or cash equivalents.Managed by Pradeep Kesavan, it has delivered a return of 27.35% in the last year, a total return since inception of 9.95%.
While planning long-term investments individuals also compare best sip to invest depending on financial goals.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI Transportation And Logistics Fund Direct-growth  |
₹3,860 | 3.02% | 6.48% | 11.03% | 19.39% | 19.50% |
| UTI Transportation And Logistics Fund Direct-idcw |
₹3,860 | 3.02% | 6.48% | 11.03% | 19.39% | 19.50% |
| UTI Transportation And Logistics Fund Regular Plan-growth |
₹3,860 | 2.92% | 6.20% | 9.84% | 18.08% | 18.13% |
| UTI Transportation And Logistics Fund Regular Plan-idcw |
₹3,860 | 2.92% | 6.20% | 9.84% | 18.08% | 18.13% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
SBI Automotive Opportunities Fund Regular-growth
|
₹5,178 | 4.56% | 11.87% | 7.78% | 26.03% | - |
|
SBI Automotive Opportunities Fund Regular-idcw
|
₹5,178 | 4.56% | 11.87% | 7.78% | 26.03% | - |
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SBI Automotive Opportunities Fund Direct-idcw
|
₹5,178 | 4.66% | 12.16% | 8.33% | 27.35% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Transportation And Logistics Fund Regular Plan-growth |
₹3,860 | ₹279.62 | 18.08% | 18.13% | 12.29% |
| UTI Transportation And Logistics Fund Direct-growth |
₹3,860 | ₹323.62 | 19.39% | 19.50% | 13.59% |
| UTI Transportation And Logistics Fund Regular Plan-idcw |
₹3,860 | ₹128.94 | 18.08% | 18.13% | 12.29% |
| UTI Transportation And Logistics Fund Direct-idcw |
₹3,860 | ₹149.67 | 19.39% | 19.50% | 13.59% |
| ICICI Prudential Transportation And Logistics Fund-growth |
₹3,079 | ₹20.36 | 21.57% | - | - |
| ICICI Prudential Transportation And Logistics Fund Direct-growth |
₹3,079 | ₹21.30 | 22.98% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | 15.00% | ₹776.63 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 7.21% | ₹373.20 Cr |
| Repo | Unspecified | 6.55% | ₹339.12 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 6.08% | ₹315.05 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.18% | ₹268.46 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 4.54% | ₹234.86 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 4.50% | ₹233.18 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 4.46% | ₹230.83 Cr |
| Sansera Engineering Ltd | Consumer Discretionary | 3.09% | ₹160.22 Cr |
| Tata Motors Ltd | 2.93% | ₹151.80 Cr | |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 2.83% | ₹146.74 Cr |
| Uno Minda Ltd | Consumer Discretionary | 2.81% | ₹145.42 Cr |
| Gabriel India Ltd | Consumer Discretionary | 2.80% | ₹145.21 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 2.79% | ₹144.62 Cr |
| Tenneco Clean Air India Ltd. | 2.73% | ₹141.19 Cr | |
| Happy Forgings Ltd. | Materials | 2.68% | ₹138.74 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 2.63% | ₹136.11 Cr |
| Timken India Ltd | Industrials | 2.48% | ₹128.16 Cr |
| Schaeffler India Ltd | Industrials | 2.39% | ₹123.86 Cr |
| Hyundai Motor India Ltd. | Consumer Discretionary | 2.23% | ₹115.44 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Transportation And Logistics Fund Direct-growth |
₹323.62 | 19.39% | 19.50% | - |
| UTI Transportation And Logistics Fund Direct-idcw |
₹149.67 | 19.39% | 19.50% | - |
| UTI Transportation And Logistics Fund Regular Plan-growth |
₹279.62 | 18.08% | 18.13% | - |
| UTI Transportation And Logistics Fund Regular Plan-idcw |
₹128.94 | 18.08% | 18.13% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Automotive Opportunities Fund Direct-growth
What is the current AUM of SBI Automotive Opportunities Fund Direct-growth?
As of Sun May 31, 2026, SBI Automotive Opportunities Fund Direct-growth manages assets worth ₹5,177.8 crore
How has SBI Automotive Opportunities Fund Direct-growth performed recently?
- 3 Months: 12.16%
- 6 Months: 8.33%
What is the long-term performance of SBI Automotive Opportunities Fund Direct-growth?
- Since Inception: 9.95%
What is the portfolio composition of SBI Automotive Opportunities Fund Direct-growth?
Equity: 94.78%, Debt: 0.09%, Others: 5.13%.
Who manages SBI Automotive Opportunities Fund Direct-growth?
SBI Automotive Opportunities Fund Direct-growth is managed by Pradeep Kesavan from SBI Mutual Fund.
What is the market-cap allocation of SBI Automotive Opportunities Fund Direct-growth?
Large Cap: 45.51%, Mid Cap: 12.58%, Small Cap: 41.92%.
Which are the top companies SBI Automotive Opportunities Fund Direct-growth has invested in?
- Mahindra & Mahindra Ltd – 15.00% of the fund's portfolio
- Eicher Motors Ltd – 7.21% of the fund's portfolio
- Repo – 6.55% of the fund's portfolio
- Maruti Suzuki India Ltd – 6.08% of the fund's portfolio
- TVS Motor Company Ltd – 5.18% of the fund's portfolio
Which are the major sectors SBI Automotive Opportunities Fund Direct-growth focuses on?
- Consumer Discretionary – 66.15% of the fund's portfolio
- Unspecified – 6.55% of the fund's portfolio
- Other – 5.66% of the fund's portfolio
- Industrials – 4.87% of the fund's portfolio
- Materials – 2.68% of the fund's portfolio
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