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Benchmark Investments

SBI Automotive Opportunities Fund-Reg(G)

very highequityauto
10.47 -0.22(-2.08%) NAV as on 27 Mar 2026
-10.03% 1 M
20.4% 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

1.87

As on 28 Feb, 2026
Age :

1 yrs 9 m

Since 05 06 ,2024
Exit Load :

1%

AUM :

5,332.87 Crs

Portfolio Price To Book Value :

7.78

Investing Style :

Large Growth

Min. Investment :

SIP 500 & Lumpsum 5000

Category :

sector funds

Fund Manager :

Tanmaya Desai

Launch Date :

05-Jun-24

Scheme Benchmark :

NA

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.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026
Debt 0.09 %
Others 1.99 %
Equity 97.92 %

TOP HOLDINGS

Mahindra & Mahindra Ltd.14.53 %
Eicher Motors Ltd.8.11 %
TVS Motor Company Ltd.5.81 %
Maruti Suzuki India Ltd.5.71 %
Bharat Forge Ltd.4.73 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Auto Ancillary36.23
Automobiles - Passenger Cars20.24
Automobile Two & Three Wheelers16.58
Forgings8.48
Bearings5.68
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 27-Mar-2026)8.6310.47
Net Assets(Rs Crores) (as on 27-Mar-2026) 5220.22 5332.87
Scheme Returns(%)(Absolute)-13.7022.05
B'mark Returns(%)(Absolute)NANA
Category Rank101/1022/120

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2025-202612.678.727.25NA
2024-2025NA7.23-15.76-8.03

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

No data found

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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