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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 Sep 11, 2025
i
Price per unit of the scheme.
₹ 10.7527-0.20%1 Day Change
9.94%
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 Sep 11, 2025
Compare fund’s performance against category average across different time periods
1M3M6M1Y3Y5Y
4Out of 70 funds in the category
Category Avg Return
3.46%
Fund Return 9.94%
Low0%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
    Motilal Oswal Business Cycle 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
      ₹16,157
    • Current Value
      ₹3,76,157

    bt_logoFUND SUMMARY

    Benchmark
    Nifty Auto TR INR
    Expense Ratio
    -%
    Category Avg Expense Ratio
    0.92%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 5,235.79 Cr(As on Jul, 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 onSep 11, 2025 is ₹10.75. Its expense ratio is - %. The fund has an AUM of ₹5,235.79 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₹ 15,456.07 Cr
    • Highest Return In 1 Yr5.50 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Healthcare Opportunities Fund Direct Growth
    --
    ₹ 499.06
    2.46%
    2.47%
    Very High Risk
    ₹4,026.55Cr
    SBI Magnum Global Fund Direct Growth
    ₹ 394.44
    2.58%
    -%
    Very High Risk
    ₹6,193.74Cr
    SBI Automotive Opportunities Fund Direct Growth
    --
    ₹ 10.75
    9.94%
    -%
    Very High Risk
    ₹5,235.79Cr
    SBI Healthcare Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 499.06
    • Fund Size₹4,026.55Cr
    Fund Return2.46%
    Category Return2.47%
    SBI Magnum Global Fund Direct Growth
    Very High Risk
    • NAV₹ 394.44
    • Fund Size₹6,193.74Cr
    Fund Return2.58%
    Category Return--
    SBI Automotive Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 10.75
    • Fund Size₹5,235.79Cr
    Fund Return9.94%
    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₹ 6,37,734.02 Cr
    • Highest Return In 1 Yr24.89 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Credit Risk Fund Direct Plan Growth
    ₹ 49.99
    0.46%
    0.49%
    Moderately High risk
    ₹2,215.66Cr
    SBI Savings Fund Direct Plan Growth
    ₹ 45.10
    0.44%
    0.40%
    Moderate Risk
    ₹38,136.05Cr
    SBI Short Term Debt Fund Direct Growth
    ₹ 34.59
    0.33%
    0.25%
    Moderate Risk
    ₹16,206.18Cr
    SBI Credit Risk Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 49.99
    • Fund Size₹2,215.66Cr
    Fund Return0.46%
    Category Return0.49%
    SBI Savings Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 45.10
    • Fund Size₹38,136.05Cr
    Fund Return0.44%
    Category Return0.40%
    SBI Short Term Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 34.59
    • Fund Size₹16,206.18Cr
    Fund Return0.33%
    Category Return0.25%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Aug, 2025
    EQUITY (96.82%)
    DEBT (0.08%)
    CASH (3.10%)
    Allocation by Market Cap
    Large Cap(48.72%)
    Mid Cap(20.20%)
    Small Cap(27.90%)
    Industry Holdings
    • Auto Manufacturers51.03%
    • Auto Parts41.51%
    • Metal Fabrication5.18%
    • Tools Accessories2.28%
    Stock Holdings
    • Mahindra & Mahindra Ltd17.11%
    • Maruti Suzuki India Ltd10.17%
    • Eicher Motors Ltd6.53%
    • TVS Motor Co Ltd6.26%
    • Tata Motors Ltd5.11%
    • Craftsman Automation Ltd4.75%

    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
    Bandhan Transportation and Logistics Fund Direct GrowthBandhan Transportation and Logistics Fund Direct Growth
    --
    ₹ 20.18
    10.72%
    --
    Very High Risk
    ₹ 572.75 Cr
    ICICI Prudential Tranporstation and Logistics Fund Direct GrowthICICI Prudential Tranporstation and Logistics Fund Direct Growth
    --
    ₹ 21.36
    10.56%
    --
    Very High Risk
    ₹ 3,162.27 Cr
    UTI Transportation & Logistics Fund-Growth Option- DirectUTI Transportation & Logistics Fund-Growth Option- Direct
    --
    ₹ 334.16
    10.50%
    --
    Very High Risk
    ₹ 3,565.22 Cr
    SBI Automotive Opportunities Fund Direct GrowthSBI Automotive Opportunities Fund Direct Growth
    --
    ₹ 10.75
    9.94%
    --
    Very High Risk
    ₹ 5,235.79 Cr
    Groww Nifty EV & New Age Automotive ETF FoF Direct GrowthGroww Nifty EV & New Age Automotive ETF FoF Direct Growth
    --
    ₹ 9.67
    9.38%
    --
    Very High Risk
    ₹ 141.93 Cr
    Aditya Birla Sun Life Transportation and Logistics Fund Direct GrowthAditya Birla Sun Life Transportation and Logistics Fund Direct Growth
    --
    ₹ 15.31
    8.50%
    --
    Very High Risk
    ₹ 1,491.86 Cr
    Bandhan Transportation and Logistics Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.18
    • Fund Size₹ 572.75 Cr
    Fund Return10.72%
    Category Return--
    ICICI Prudential Tranporstation and Logistics Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.36
    • Fund Size₹ 3,162.27 Cr
    Fund Return10.56%
    Category Return--
    UTI Transportation & Logistics Fund-Growth Option- Direct
    Very High Risk--
    • NAV₹ 334.16
    • Fund Size₹ 3,565.22 Cr
    Fund Return10.50%
    Category Return--
    SBI Automotive Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 10.75
    • Fund Size₹ 5,235.79 Cr
    Fund Return9.94%
    Category Return--
    Groww Nifty EV & New Age Automotive ETF FoF Direct Growth
    Very High Risk--
    • NAV₹ 9.67
    • Fund Size₹ 141.93 Cr
    Fund Return9.38%
    Category Return--
    Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.31
    • Fund Size₹ 1,491.86 Cr
    Fund Return8.50%
    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 Automotive Opportunities Fund Direct GrowthSBI Automotive Opportunities Fund Direct Growth
    --
    ₹ 10.75
    9.94%
    --
    Very High Risk
    ₹ 5,235.79 Cr
    SBI Gold Fund Direct Plan GrowthSBI Gold Fund Direct Plan Growth
    --
    ₹ 33.45
    8.90%
    8.92%
    High Risk
    ₹ 4,739.69 Cr
    SBI Consumption Opportunities Fund Direct Plan GrowthSBI Consumption Opportunities Fund Direct Plan Growth
    --
    ₹ 365.88
    5.49%
    --
    Very High Risk
    ₹ 3,134.57 Cr
    SBI Magnum Children's Benefit Fund- Investment Plan Direct GrowthSBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    --
    ₹ 46.50
    4.52%
    --
    Very High Risk
    ₹ 4,034.89 Cr
    SBI International Access - US Equity FoF Direct GrowthSBI International Access - US Equity FoF Direct Growth
    --
    ₹ 20.34
    3.86%
    --
    Very High Risk
    ₹ 1,062.23 Cr
    SBI Technology Opportunities Fund Direct GrowthSBI Technology Opportunities Fund Direct Growth
    --
    ₹ 249.63
    3.80%
    4.74%
    Very High Risk
    ₹ 4,687.43 Cr
    SBI Automotive Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 10.75
    • Fund Size₹ 5,235.79 Cr
    1 Month Return9.94%
    Category Return--
    SBI Gold Fund Direct Plan Growth
    High Risk--
    • NAV₹ 33.45
    • Fund Size₹ 4,739.69 Cr
    1 Month Return8.90%
    Category Return8.92%
    SBI Consumption Opportunities Fund Direct Plan Growth
    Very High Risk--
    • NAV₹ 365.88
    • Fund Size₹ 3,134.57 Cr
    1 Month Return5.49%
    Category Return--
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    Very High Risk--
    • NAV₹ 46.50
    • Fund Size₹ 4,034.89 Cr
    1 Month Return4.52%
    Category Return--
    SBI International Access - US Equity FoF Direct Growth
    Very High Risk--
    • NAV₹ 20.34
    • Fund Size₹ 1,062.23 Cr
    1 Month Return3.86%
    Category Return--
    SBI Technology Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 249.63
    • Fund Size₹ 4,687.43 Cr
    1 Month Return3.80%
    Category Return4.74%
    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 ₹ 11,92,568.40 crores. It’s current offering of mutual fund schemes includes 46 equity, 70 debt and 16 hybrid schemes.
    phone icon
    Phone
    022 - 61793000
    mail icon
    Email
    partnerforlife@sbimf.com
    aum
    AUM
    ₹ 11,92,568.40 Cr (
    As on Jul 31, 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 Sep 11, 2025 is ₹10.75
    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 9.94%, 3 months is 9.81%, 6 months is 26.26%, and 1 year is 0.89%
    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 5,235.79 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 96.82% in Equity, 0.08% in Debt and 3.10% in Cash & Money Market Securities

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