GMP IPO Watch
SBI Automotive Opportunities Fund
Regular Plan · IDCW · SBI Mutual Fund
Returns
Annualised (CAGR) returns for periods over a year.
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Rank in Category
| Period | This Fund | Category Avg. | Rank |
|---|---|---|---|
| 1W | +3.03% | +3.52% | 199 of 255 |
| 1M | +3.17% | +1.97% | 74 of 255 |
| 3M | -0.29% | -3.45% | 37 of 252 |
| 6M | +15.40% | +2.92% | 11 of 251 |
| YTD | +14.61% | +1.21% | 23 of 255 |
| 1Y | +21.13% | +1.11% | 4 of 232 |
| 2Y | +15.24% | +2.39% | 6 of 187 |
| INCEPTION | +10.12% | — | — |
Ranked among: Equity Scheme - Sectoral/ Thematic.
Rolling Returns
| Period | Average | Best | Worst | Positive Periods | Consistency |
|---|---|---|---|---|---|
| 3M | +3.21% | +23.04% | -17.43% | 64% | 25% |
| 6M | +6.19% | +35.07% | -25.95% | 70% | 28% |
| 1Y | +15.77% | +41.21% | -11.03% | 76% | 34% |
| 2Y | +10.04% | +15.23% | +5.67% | 100% | 44% |
Rolling returns show the average, best and worst outcome an investor would have seen entering at any point in the window.
NAV History
AUM Trend (₹ Cr, quarterly average)
Expense Ratio Trend
Portfolio · Sep 2026
Asset Allocation
- Equity96.85%
- Debt0.08%
- Cash3.07%
- Other0.00%
Market Cap Split
- Large Cap36.85%
- Mid Cap19.36%
- Small Cap40.83%
- Others2.96%
Fundamentals
| Fund | Category | |
|---|---|---|
| P/E | 31.18 | 28.09 |
| P/B | 6.95 | 4.63 |
| Price / Sales | 3.09 | 3.31 |
| Price / Cash Flow | 27.89 | 21.08 |
| Dividend Yield (%) | 0.70 | 1.16 |
Holdings · Sep 2026
| Holding | Sector | Weight | Change (1M) |
|---|---|---|---|
| Mahindra & Mahindra | Automobiles | 12.15% | -0.77% |
| TVS Motors | Automobiles | 4.87% | -0.05% |
| Sona BLW Precision Forgings | Auto Components | 4.79% | +0.31% |
| Eicher Motors | Automobiles | 4.71% | -0.93% |
| Samvardhana Motherson International | Auto Components | 4.30% | +0.00% |
| Maruti Suzuki | Automobiles | 3.84% | -0.43% |
| Bharat Forge | Auto Components | 3.81% | -0.17% |
| Tata Motors | Agricultural, Commercial & Construction Vehicles | 3.75% | +0.04% |
| Sansera Engineering | Auto Components | 3.59% | +0.43% |
| Bosch | Auto Components | 3.49% | -0.05% |
| Dhoot Transmission | Auto Components | 3.43% | -0.38% |
| SEDEMAC Mechatronics | Auto Components | 3.11% | +0.68% |
| TREPS | Reverse Repo / TREPS | 3.08% | — |
| Ather Energy | Automobiles | 3.00% | -0.46% |
| Gabriel | Auto Components | 2.92% | -0.07% |
View all 38 holdings
| Happy Forgings | Industrial Products | 2.86% | -0.69% |
| UNO Minda | Auto Components | 2.54% | -0.11% |
| Hyundai Motor India | Automobiles | 2.51% | +0.08% |
| Craftsman Automation | Auto Components | 2.23% | +0.64% |
| ASK Automotive | Auto Components | 2.15% | +0.02% |
| Kingfa Science & Technology | Industrial Products | 2.14% | +0.23% |
| Tenneco Clean Air | Auto Components | 2.09% | +0.01% |
| Belrise Industries | Auto Components | 1.98% | +0.15% |
| Minda Corporation | Auto Components | 1.91% | +0.11% |
| Balkrishna Industries | Auto Components | 1.88% | +0.16% |
| Sundram Fasteners | Auto Components | 1.88% | -0.02% |
| Timken | Industrial Products | 1.81% | +0.07% |
| Schaeffler India | Auto Components | 1.54% | +0.02% |
| Motherson Sumi Wiring | Auto Components | 1.40% | +0.70% |
| Endurance Technologies | Auto Components | 1.31% | -0.05% |
| SPR Auto Technologies | Auto Components | 1.25% | +0.06% |
| ZF Commercial | Auto Components | 1.23% | -0.21% |
| Asahi India Glass | Auto Components | 1.11% | -0.09% |
| Bajaj Auto | Automobiles | 0.72% | +0.34% |
| Sundaram Clayton | Auto Components | 0.40% | -0.01% |
| Alicon Castalloy | Auto Components | 0.34% | +0.03% |
| 364T191126 | Money Market | 0.08% | +0.00% |
| Net Receivable / Payable | Derivatives | -0.21% | — |
Sector Allocation · Sep 2026
Risk Metrics
Standard Deviation
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | 19.23 | 16.32 | High Volatility |
What is this?
Annualized population standard deviation of daily denomination-adjusted NAV returns, multiplied by sqrt(252). Values require a full timeframe of NAV history.
Sharpe Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | 0.54 | -0.32 | Above Average |
| 3Y | 0.23 | -0.45 | Above Average |
What is this?
Annualized Sharpe ratio calculated from month-end NAV returns using the latest available FBIL Overnight MIBOR rate as the risk-free rate. For schemes with less than three years of history, the 3Y value uses since-inception data. Applied risk-free rate: 5.73% (published 2026-10-28).
Sortino Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 1Y | 1.60 | 0.19 | Above Average |
What is this?
Annualized from daily NAV returns using a 0.00% minimum acceptable return; downside deviation includes only returns below this target.
Compare With Peers
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
Nippon India Taiwan Equity Fund
Regular Plan · IDCW option
|
+59.64% | +47.37% | — | +23.17% |
|
HDFC Pharma and Healthcare Fund
Direct Plan · IDCW Option
|
+25.51% | +31.04% | — | +30.18% |
|
Kotak Healthcare Fund
Regular Plan · IDCW Option
|
+23.57% | — | — | +20.10% |
|
Mirae Asset Healthcare Fund
Direct Plan · Growth
|
+21.28% | +24.36% | +16.89% | +22.00% |
|
ICICI Prudential US Bluechip Equity Fund
Regular Plan · IDCW
|
+20.32% | +18.33% | +12.09% | +15.77% |
|
PGIM India Healthcare Fund
Direct Plan · Direct IDCW
|
+20.03% | — | — | +11.89% |
|
Nippon India Japan Equity Fund
Regular Plan · Bonus Option
|
+18.89% | +19.86% | +8.28% | +8.45% |
|
HDFC Defence Fund
Regular Plan · IDCW Option
|
+18.80% | +34.56% | — | +36.67% |
|
HSBC India Export Opportunities Fund
Direct Plan · Growth
|
+18.74% | — | — | +9.24% |
|
SBI HEALTHCARE OPPORTUNITIES FUND
Regular Plan · IDCW
|
+18.71% | +23.84% | +18.25% | +12.20% |
More From SBI Funds Management Limited
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
SBI Silver ETF Fund of Fund
Direct Plan · Growth
|
+26.44% | — | — | +34.72% |
|
SBI Silver ETF
Regular Plan · Growth
|
+26.42% | — | — | +34.10% |
|
SBI HEALTHCARE OPPORTUNITIES FUND
Direct Plan · Growth
|
+19.90% | +25.12% | +19.50% | +18.09% |
|
SBI GOLD FUND
Direct Plan · IDCW
|
+16.75% | +30.91% | +23.28% | +10.52% |
|
SBI Gold ETF
Regular Plan · Growth
|
+16.74% | +30.67% | +23.17% | +12.71% |
|
SBI US Specific Equity Active FoF
Direct Plan · IDCW
|
+13.48% | +25.68% | +15.32% | +17.28% |
|
SBI MNC FUND
Direct Plan · Growth
|
+12.26% | +7.58% | +7.60% | +14.39% |
|
SBI CHILDREN'S FUND - SAVINGS PLAN
Direct Plan · Growth
|
+7.89% | +11.10% | +10.14% | +11.88% |
|
SBI Children's Fund - Investment Plan
Direct Plan · Growth
|
+7.83% | +20.32% | +17.52% | +30.91% |
|
SBI Innovative Opportunities Fund
Direct Plan · Growth
|
+7.54% | — | — | +3.18% |
About This Scheme
Investment Objective
The investment objective of the scheme is 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. However, there can be no assurance that the investment objective of the Scheme will be realized.
Stated Asset Allocation
SBI Silver ETF Fund Of Fund 95%-100%
Fund Managers
Mr. Tanmaya Desai Primary Equity 05-Jun-2024
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.