January 22, 2026
RA Jainee
SBI Automotive Opportunities Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 11.19 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 11.19 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY Auto TRI |
| AUM Rs. | 5,383 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.83% |
| 1 Year Return (%) | 19.73 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 7.22% |
⚖️ Sahifund Review – SBI Automotive Opportunities Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Nobody should invest in Auto & Transportation funds in our opinion, because:
• They have a narrow focus on companies engaged in automotive & related business activities
• Instead, diversified equity funds which invest across sectors are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme.
Fund Manager:
1) Tanmaya Desai
Education: Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).
Experience: Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (RS) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
Basic Details of SBI Automotive Opportunities Fund
| Fund House | SBI Mutual Fund |
| Launch Date | 07-Jun-24 |
| Return Since Launch | 7.22% |
| Benchmark | NIFTY Auto TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs) | 5,383 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.83% |
| (As on 31-Dec-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 33.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Automotive Opportunities Dir | -3.02 | -0.44 | -1.38 | 1.23 | 12.34 | 19.73 | — | — | — | — |
| BSE Auto TRI | -1.88 | 0.11 | -0.25 | 1.27 | 15.32 | 20.55 | — | — | — | — |
| Equity: Sectoral-Auto & Transportation | -2.32 | -0.18 | -1.39 | -0.69 | 10.28 | 18.50 | — | — | — | — |
| Rank within category | 10 | 10 | 6 | 4 | 4 | 7 | — | — | — | — |
| Number of funds in category | 12 | 12 | 12 | 12 | 12 | 11 | 4 | 1 | 1 | 1 |
Peer Comparison of SBI Automotive Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| SBI Automotive Opportunities Dir | Unrated | 19.73 | — | — | 0.83 | 5,383 | 7.22 | 1.00 (30) | 1Y 7M | 33.00 |
| UTI Transportation & Logistics Dir | Unrated | 20.78 | 26.17 | 22.08 | 0.82 | 4,084 | 19.44 | 1.00 (30) | 13Y | 14.00 |
| ICICI Pru Transportation and Logistics Dir | Unrated | 18.43 | 29.79 | — | 0.96 | 3,082 | 26.59 | 1.00 (30) | 3Y 2M | 43.00 |
| HDFC Transportation and Logistics Dir | Unrated | 23.09 | — | — | 0.97 | 1,760 | 28.1 | 1.00 (30) | 2Y 5M | 28.46 |
| ABSL Transportation and Logistics Dir | Unrated | 13.88 | — | — | 0.78 | 1,601 | 21.77 | 1.00 (365) | 2Y 2M | 14.00 |
Portfolio Analysis of SBI Automotive Opportunities Fund
| No. of Stocks | 31 |
| Top 10 Stocks | 60.43% |
| Top 5 Stocks | 42.50% |
| Top 3 Sectors | 98.00% |
| Portfolio P/B Ratio | 6.12 |
| Portfolio P/E Ratio | 41.50 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 74,972 | 1,38,651 |
| Giant (%) | — | — |
| Large (%) | 46.32 | 65.13 |
| Mid (%) | 13.00 | 14.09 |
| Small (%) | 40.68 | 20.79 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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