Equity Sector Funds Very High Risk Fund Manager: Tanmaya Desai
Equity Sector Funds Very High Risk
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.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 7.08% | 5.05% | 2.98% | 12.76% | 25.15% | 0% | 0% | 0% | 0% | 0% | 6.08% |
| Category returns | 7.08% | 5.05% | 2.98% | 12.76% | 25.15% | 0% | 0% | 0% | 0% | 0% | N/A |
| Absolute returns | 7.08% | 5.05% | 2.98% | 12.76% | 25.15% | 0% | 0% | 0% | 0% | 0% | 11.77% |
| Rank within category | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | N/A |
| Total Schemes in Category | 1 | 1 | 1 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | N/A |
| Sector Funds | 2024 | 2025 | 2026 |
|---|---|---|---|
| Yearly returns | N/A | 20.83% | -1.42% |
| Q1 returns | N/A | -8.03% | -9.9% |
| Q2 returns | N/A | 12.67% | 9.41% |
| Q3 Returns | 7.23% | 8.72% | N/A |
| Q4 Returns | -15.76% | 7.25% | N/A |
Expense ratio: 1.9%
Inclusive of GST
Exit load
1% on or before 30D, Nil after 30D
| Alpha | 0.108403 |
| Beta | 0.8942 |
| Sharpe Ratio | 0.00392304 |
| Sortino Ratio | 0.00656626 |
| R-Squared | 0.9109 |
| Tracking Error | 1.6371 |
| Downside Risk | 22.922 |
| Std. Deviation (Annualised) | 18.1319 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Growth Current | 7.08% | 5.05% | 2.98% | 12.76% | 25.15% | 0% | 0% | 0% | 6.08% | 4,616.45 | 1.90 | 0.00 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 99.05% |
| Cash & Cash Equivalents and Net Assets | 0.85% | |
| Treasury Bills | 0.10% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Automobiles | 33.92% | |
| Auto Components | 51.72% | |
| Agricultural, Commercial & Construction Vehicles | 5.18% | |
| Industrial Products | 8.22% | |
| Others | 0.95% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 12.80% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 7.42% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 5.33% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 5.10% |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 4.79% |
| ZF Commercial Vehicle Control Systems India Ltd. | Auto Components | Domestic Equities | 4.18% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 4.17% |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 4.04% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 3.85% |
| Tenneco Clean Air India Ltd. | Auto Components | Domestic Equities | 3.68% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 3.64% |
| Craftsman Automation Ltd. | Auto Components | Domestic Equities | 3.63% |
| Happy Forgings Ltd. | Industrial Products | Domestic Equities | 3.61% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 3.27% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 3.13% |
| Timken India Ltd. | Industrial Products | Domestic Equities | 2.79% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 2.67% |
| Belrise Industries Ltd. | Auto Components | Domestic Equities | 2.58% |
| Gabriel India Ltd. | Auto Components | Domestic Equities | 2.36% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 1.97% |
| Kingfa Science & Technology (India) Ltd. | Industrial Products | Domestic Equities | 1.82% |
| ASK Automotive Ltd. | Auto Components | Domestic Equities | 1.73% |
| Endurance Technologies Ltd. | Auto Components | Domestic Equities | 1.73% |
| Sedemac Mechatronics Ltd. | Auto Components | Domestic Equities | 1.64% |
| TREPS | Cash & Cash Equivalents and Net Assets | 1.47% | |
| Asahi India Glass Ltd. | Auto Components | Domestic Equities | 1.36% |
| Ashok Leyland Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 1.34% |
| Sundram Fasteners Ltd. | Auto Components | Domestic Equities | 1.14% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 1.09% |
| Balkrishna Industries Ltd. | Auto Components | Domestic Equities | 0.68% |
| Alicon Castalloy Ltd. | Auto Components | Domestic Equities | 0.64% |
| Sundaram-Clayton Ltd. | Auto Components | Domestic Equities | 0.53% |
| Rolex Rings Ltd | Auto Components | Domestic Equities | 0.36% |
| 364 DAY T-BILL 19.11.26 | Treasury Bills | 0.10% | |
| Net Receivable / Payable | Cash & Cash Equivalents and Net Assets | -0.62% | |
| Total | 100.00% |
RETURNS
It is an Open ended scheme that primarily invests in Sector Funds.
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.
The scheme benchmark is the NIFTY AUTO - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 25.15%
3-year: 0%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹11.18 (approx.) for the SBI Automotive Opportunities Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹4,616 Cr.
The expense ratio for the Regular Plan is 1.9.
1% on or before 30D, Nil after 30D.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund manager: Tanmaya Desai
This fund is suitable for investors with a Very High risk tolerance.
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