November 20, 2025
RA Jainee
SBI Automotive Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: ₹ 11.1629
NAV IDCW: ₹ 11.1626
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 (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 500 |
| Min. Withdrawal (₹) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (₹) | — |
| 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 | 7.87% |
| Benchmark | NIFTY Auto TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 5,378 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.94% |
| (As on 31-Oct-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 32.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Automotive Opportunities Dir | 18.12 | 1.12 | 0.94 | 7.74 | 15.10 | 14.83 | — | — | — | — |
| BSE Auto TRI | 19.82 | 0.23 | 0.87 | 7.28 | 14.69 | 17.28 | — | — | — | — |
| Equity: Sectoral-Auto & Transportation | 17.88 | 0.47 | 0.32 | 5.52 | 13.72 | 16.11 | — | — | — | — |
| Rank within category | 8 | 2 | 2 | 1 | 4 | 7 | — | — | — | — |
| Number of funds in category | 11 | 12 | 12 | 12 | 12 | 9 | 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 | 14.83 | — | — | 0.94 | 5,378 | 7.87 | 1.00 (30) | 1Y 5M | 32.00 |
| UTI Transportation & Logistics Dir | Unrated | 18.20 | 26.33 | 26.07 | 0.82 | 4,008 | 19.8 | 1.00 (30) | 12Y 10M | 14.00 |
| ICICI Pru Transportation and Logistics Dir | Unrated | 17.93 | 29.72 | — | 1.04 | 3,018 | 28.66 | 1.00 (30) | 3Y | 41.00 |
| HDFC Transportation and Logistics Dir | Unrated | 24.13 | — | — | 0.93 | 1,734 | 32.03 | 1.00 (30) | 2Y 3M | 31.33 |
| ABSL Transportation and Logistics Dir | Unrated | 12.80 | — | — | 0.78 | 1,591 | 25.14 | 1.00 (365) | 2Y | 16.00 |
Portfolio Analysis of SBI Automotive Opportunities Fund
| No. of Stocks | 27 |
| Top 10 Stocks | 66.41% |
| Top 5 Stocks | 49.04% |
| Top 3 Sectors | 97.91% |
| Portfolio P/B Ratio | 5.83 |
| Portfolio P/E Ratio | 39.82 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 88,392 | 1,35,088 |
| Giant (%) | 46.04 | 49.21 |
| Large (%) | 9.81 | 21.02 |
| Mid (%) | 33.99 | 25.10 |
| Small (%) | 10.15 | 6.62 |
| Tiny (%) | — | 0.07 |
Chanakya’s Mutual Fund Guidance For SBI Automotive Opportunities Fund
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