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sbi automotive opportunities fund direct growth
SBI Automotive Opportunities Fund Direct Growth

SBI Automotive Opportunities Fund Direct Growth

  • Very High Risk
  • Equity
  • Equity - Other
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NAV as on Jul 25, 2025
i
Price per unit of the scheme.
₹ 9.9230-1.24%1 Day Change
1.42%
Minimum Investment₹5000
Expense Ratio--

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jul 25, 2025
Compare fund’s performance against category average across different time periods
1M3M6M1Y3Y5Y
15Out of 69 funds in the category
Category Avg Return
-0.10%
Fund Return 1.42%
Low-5.21%-0.68%3.86%8.39%12.93%High
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
SBI Automotive Opportunities Fund Direct Growth
VS
Equity: Equity - Other Average NAV
    Topper in Equity: Equity - Other
    WhiteOak Capital Special Opportunities Fund Direct Growth
    All Fund
    *For the other fund, rescaled NAVs are used
    Share
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    SBI Automotive Opportunities Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹3,60,000
    • Return
      ₹2,358
    • Current Value
      ₹3,62,358

    bt_logoFUND SUMMARY

    Benchmark
    Nifty Auto TR INR
    Expense Ratio
    -%
    Category Avg Expense Ratio
    0.93%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 5,450.92 Cr(As on Jun, 2025)
    Inception Date
    Jun 07, 2024
    Turnover
    - %
    Exit Load
    1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out on orbefore 1 year from the date of allotment.NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment.The AMC reserves the right to modify / change the load structure on a prospective basis.

    bt_logoABOUT THE FUND

    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.

    SBI Automotive Opportunities Fund Direct Growth is an Equity - Equity - Other fund. The fund was launched inJun 07, 2024. Its risk level is . The NAV of the fund as onJul 25, 2025 is ₹9.92. Its expense ratio is - %. The fund has an AUM of ₹5,450.92 Cr.The fund is managed byTanmaya Desai,Pradeep Kesavan.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Tanmaya Desai
    Tanmaya Desai
    i
    Lead Fund Manager.
    Jun 7, 2024 - Present
    • Schemes managed3
    • Total AUM₹ 15,608.91 Cr
    • Highest Return In 1 Yr19.68 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Healthcare Opportunities Fund Direct Growth
    --
    ₹ 505.18
    4.55%
    4.45%
    Very High Risk
    ₹3,849.24Cr
    SBI Magnum Global Fund Direct Growth
    ₹ 402.39
    0.65%
    -%
    Very High Risk
    ₹6,308.74Cr
    SBI Automotive Opportunities Fund Direct Growth
    --
    ₹ 9.92
    1.42%
    -%
    Very High Risk
    ₹5,450.92Cr
    SBI Healthcare Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 505.18
    • Fund Size₹3,849.24Cr
    Fund Return4.55%
    Category Return4.45%
    SBI Magnum Global Fund Direct Growth
    Very High Risk
    • NAV₹ 402.39
    • Fund Size₹6,308.74Cr
    Fund Return0.65%
    Category Return--
    SBI Automotive Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 9.92
    • Fund Size₹5,450.92Cr
    Fund Return1.42%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pradeep Kesavan
    Pradeep Kesavan
    i
    Lead Fund Manager.
    Jun 7, 2024 - Present
    • Schemes managed46
    • Total AUM₹ 6,35,243.92 Cr
    • Highest Return In 1 Yr20.67 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Credit Risk Fund Direct Plan Growth
    ₹ 49.67
    0.75%
    0.57%
    Moderately High risk
    ₹2,235.76Cr
    SBI Savings Fund Direct Plan Growth
    ₹ 44.79
    0.59%
    0.50%
    Moderate Risk
    ₹32,655.44Cr
    SBI Short Term Debt Fund Direct Growth
    ₹ 34.44
    0.64%
    0.60%
    Moderate Risk
    ₹16,052.83Cr
    SBI Credit Risk Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 49.67
    • Fund Size₹2,235.76Cr
    Fund Return0.75%
    Category Return0.57%
    SBI Savings Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 44.79
    • Fund Size₹32,655.44Cr
    Fund Return0.59%
    Category Return0.50%
    SBI Short Term Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 34.44
    • Fund Size₹16,052.83Cr
    Fund Return0.64%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (97.47%)
    DEBT (0.09%)
    CASH (2.44%)
    Allocation by Market Cap
    Large Cap(52.56%)
    Mid Cap(19.19%)
    Small Cap(24.50%)
    Industry Holdings
    • Auto Manufacturers50.08%
    • Auto Parts41.46%
    • Metal Fabrication5.14%
    • Tools Accessories2.37%
    • Farm Construction Equipment0.94%
    Stock Holdings
    • Mahindra & Mahindra Ltd17.52%
    • Maruti Suzuki India Ltd10.92%
    • Tata Motors Ltd8.08%
    • TVS Motor Co Ltd5.89%
    • Eicher Motors Ltd5.19%
    • Samvardhana Motherson International Ltd4.97%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      --
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      --
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Samco Special Opportunities Fund Direct GrowthSamco Special Opportunities Fund Direct Growth
    --
    ₹ 9.03
    3.67%
    --
    Very High Risk
    ₹ 166.20 Cr
    HDFC Business Cycle Fund Direct GrowthHDFC Business Cycle Fund Direct Growth
    --
    ₹ 15.38
    2.60%
    --
    Very High Risk
    ₹ 2,954.61 Cr
    Tata Resources & Energy Fund Direct GrowthTata Resources & Energy Fund Direct Growth
    --
    ₹ 53.57
    2.48%
    --
    Very High Risk
    ₹ 1,172.49 Cr
    ICICI Prudential Commodities Fund Direct GrowthICICI Prudential Commodities Fund Direct Growth
    --
    ₹ 45.66
    2.40%
    --
    Very High Risk
    ₹ 2,912.03 Cr
    HDFC MNC Fund Direct GrowthHDFC MNC Fund Direct Growth
    --
    ₹ 13.73
    2.23%
    --
    Very High Risk
    ₹ 596.63 Cr
    Bandhan Transportation and Logistics Fund Direct GrowthBandhan Transportation and Logistics Fund Direct Growth
    --
    ₹ 18.40
    2.19%
    --
    Very High Risk
    ₹ 565.52 Cr
    Samco Special Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 9.03
    • Fund Size₹ 166.20 Cr
    Fund Return3.67%
    Category Return--
    HDFC Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.38
    • Fund Size₹ 2,954.61 Cr
    Fund Return2.60%
    Category Return--
    Tata Resources & Energy Fund Direct Growth
    Very High Risk--
    • NAV₹ 53.57
    • Fund Size₹ 1,172.49 Cr
    Fund Return2.48%
    Category Return--
    ICICI Prudential Commodities Fund Direct Growth
    Very High Risk--
    • NAV₹ 45.66
    • Fund Size₹ 2,912.03 Cr
    Fund Return2.40%
    Category Return--
    HDFC MNC Fund Direct Growth
    Very High Risk--
    • NAV₹ 13.73
    • Fund Size₹ 596.63 Cr
    Fund Return2.23%
    Category Return--
    Bandhan Transportation and Logistics Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.40
    • Fund Size₹ 565.52 Cr
    Fund Return2.19%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    SBI International Access - US Equity FoF Direct GrowthSBI International Access - US Equity FoF Direct Growth
    --
    ₹ 19.67
    8.11%
    --
    Very High Risk
    ₹ 1,005.71 Cr
    SBI Healthcare Opportunities Fund Direct GrowthSBI Healthcare Opportunities Fund Direct Growth
    --
    ₹ 505.18
    4.55%
    4.45%
    Very High Risk
    ₹ 3,849.24 Cr
    SBI Magnum Children's Benefit Fund- Investment Plan Direct GrowthSBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    --
    ₹ 45.22
    3.14%
    --
    Very High Risk
    ₹ 3,827.79 Cr
    SBI Multicap Fund Direct GrowthSBI Multicap Fund Direct Growth
    --
    ₹ 17.92
    2.03%
    -0.46%
    Very High Risk
    ₹ 21,724.53 Cr
    SBI Innovative Opportunities Fund Direct GrowthSBI Innovative Opportunities Fund Direct Growth
    --
    ₹ 9.80
    1.95%
    --
    Very High Risk
    ₹ 7,562.32 Cr
    SBI Magnum Comma Fund Direct GrowthSBI Magnum Comma Fund Direct Growth
    --
    ₹ 113.10
    1.77%
    --
    Very High Risk
    ₹ 700.61 Cr
    SBI International Access - US Equity FoF Direct Growth
    Very High Risk--
    • NAV₹ 19.67
    • Fund Size₹ 1,005.71 Cr
    1 Month Return8.11%
    Category Return--
    SBI Healthcare Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 505.18
    • Fund Size₹ 3,849.24 Cr
    1 Month Return4.55%
    Category Return4.45%
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    Very High Risk--
    • NAV₹ 45.22
    • Fund Size₹ 3,827.79 Cr
    1 Month Return3.14%
    Category Return--
    SBI Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.92
    • Fund Size₹ 21,724.53 Cr
    1 Month Return2.03%
    Category Return-0.46%
    SBI Innovative Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 9.80
    • Fund Size₹ 7,562.32 Cr
    1 Month Return1.95%
    Category Return--
    SBI Magnum Comma Fund Direct Growth
    Very High Risk--
    • NAV₹ 113.10
    • Fund Size₹ 700.61 Cr
    1 Month Return1.77%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    SBI Funds Management Ltd
    SBI Funds Management Ltd manages assets worth ₹ 11,90,700.26 crores. It’s current offering of mutual fund schemes includes 46 equity, 70 debt and 15 hybrid schemes.
    phone icon
    Phone
    022 - 61793000
    mail icon
    Email
    partnerforlife@sbimf.com
    aum
    AUM
    ₹ 11,90,700.26 Cr (
    As on Jun 30, 2025
    )
    location
    Address
    C-38 & 39, G Block, Bandra Kurla Complex, Mumbai,400 051

    bt_logoFAQ's

    What is the category of SBI Automotive Opportunities Fund Direct Growth ?
    The category of SBI Automotive Opportunities Fund Direct Growth is Equity - Equity - Other
    What is the current NAV of SBI Automotive Opportunities Fund Direct Growth ?
    The current NAV of SBI Automotive Opportunities Fund Direct Growth as on Jul 25, 2025 is ₹9.92
    How safe is SBI Automotive Opportunities Fund Direct Growth ?
    The risk level of SBI Automotive Opportunities Fund Direct Growth is Very High.
    What are short term returns given by SBI Automotive Opportunities Fund Direct Growth ?
    The return given by SBI Automotive Opportunities Fund Direct Growth in 1 month is 1.42%, 3 months is 11.97%, 6 months is 10.28%, and 1 year is -5.21%
    What are the long term returns given by SBI Automotive Opportunities Fund Direct Growth ?
    The return given by SBI Automotive Opportunities Fund Direct Growth in 3 years is -- and 5 years is --.
    What is the expense ratio of SBI Automotive Opportunities Fund Direct Growth ?
    The expense ratio of SBI Automotive Opportunities Fund Direct Growth is --
    What is the AUM of SBI Automotive Opportunities Fund Direct Growth ?
    The assets under Management (AUM) of SBI Automotive Opportunities Fund Direct Growth is Rs 5,450.92 crores.
    What is the minimum investment in SBI Automotive Opportunities Fund Direct Growth ?
    The minimum Lumpsum investment in SBI Automotive Opportunities Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in SBI Automotive Opportunities Fund Direct Growth is ₹1,000.00
    What is the asset allocation of SBI Automotive Opportunities Fund Direct Growth?
    SBI Automotive Opportunities Fund Direct Growth has an exposure of 97.47% in Equity, 0.09% in Debt and 2.44% in Cash & Money Market Securities

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