SBI Automotive Opportunities Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Generated +22.8% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 1.98% is lower than category median (2.52%).
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +9.93% | +6.32% | +3.61% |
| 3 Months | +1.07% | -0.20% | +1.27% |
| 6 Months | +16.62% | +5.98% | +10.64% |
| 1 Year | +24.83% | +3.90% | +20.93% |
| Since Inception | +11.96% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +20.27% | +4.03% | +16.24% |
| 2025 | +20.83% | +1.43% | +19.40% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -11.03% | +15.84% | +19.35% | +40.64% | 76.7% | 80.7% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-09-27 | 2025-04-07 | -29.6% | 6 months | 9 months |
| 2026-02-26 | 2026-03-23 | -13.5% | 1 months | 2 months |
| 2026-08-20 | 2026-10-23 | -12.1% | 2 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and equity related instruments of companies engaged in automotive & allied business activities theme - 80-100% | Per Scheme Mandate |
| Equity & equity related instruments of companies other than above (including REITs) - 0-20% | Per Scheme Mandate |
| Money market and other liquid instruments including units of domestic mutual funds - 0-20% | Per Scheme Mandate |
| Units issued by InVIT - 0-10% | Per Scheme Mandate |
| Gold and Silver instruments - 0-20% | Per Scheme Mandate |
Investment Objective & Strategy
Investment in equity and equity related instruments of companies engaged in and/or expected to benefit from the growth in automotive its allied business activities theme.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 6,374 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as stretched relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| WhiteOak Capital Pharma and Heathcare Fund | 7.7 | - | 2.70% | 44.1% | Rs 1,022 cr | Compare → |
| HSBC India Export Opportunities Fund | 8.1 | - | 2.35% | 53.2% | Rs 1,375 cr | Compare → |
| BAJAJ FINSERV HEALTHCARE FUND | 7.8 | - | 2.59% | 54.9% | Rs 443 cr | Compare → |
| qsif Equity Ex Top 100 Long Short Fund | 5.2 | - | 3.59% | 80.0% | Rs 643 cr | Compare → |
| PGIM India Healthcare Fund | 7.9 | - | 2.65% | 63.6% | Rs 152 cr | Compare → |
Frequently Asked Questions about SBI Automotive Opportunities Fund
What is the expense ratio of SBI Automotive Opportunities Fund?
SBI Automotive Opportunities Fund has a total expense ratio (TER) of 1.98% with a base expense ratio of 1.56%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages SBI Automotive Opportunities Fund?
SBI Automotive Opportunities Fund is managed by Tanmaya Desai (tenure: 2.4 years since 2024-06-05).
What are the historical returns of SBI Automotive Opportunities Fund?
SBI Automotive Opportunities Fund has a 1-year return of +24.83%.
How large is SBI Automotive Opportunities Fund?
SBI Automotive Opportunities Fund manages assets of Rs 6,374 cr, placing it in the 'stretched' size band relative to Sectoral / Thematic peers.
How is SBI Automotive Opportunities Fund scored on MFIQ?
SBI Automotive Opportunities Fund holds an MFIQ Score of 8.0/10 (Good), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is SBI Automotive Opportunities Fund?
SBI Automotive Opportunities Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 19.49% with a maximum historical drawdown of -29.62%.