SBI Automotive Opportunities Fund
SBI Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI
The fund remains deeply positioned in India's automotive ecosystem, with nearly 85% in core auto and components stocks. The recent portfolio shift—trimming Balkrishna Industries and raising M&M significantly—reflects heightened conviction in passenger vehicle OEMs over commodity-linked suppliers, suggesting the manager expects stronger demand tailwinds in this segment. With nearly 37% in the top five holdings, investors should expect concentrated, cyclical performance closely tracking auto industry momentum.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Direct Growth | ₹11.6287 | — | — | — | — | — | — |
| Regular Growth | ₹11.3785 | +2.68% | -2.03% | +4.99% | +20.93% | — | — |
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Portfolio Metrics(latest month)
Holdings
32
Top 5 Weight
36.79%
Top 10 Weight
55.87%
Active Share
—
Large Cap
39.45%
Gini
0.397
What Changed2026-03-31 → 2026-04-30
Holdings: 35 → 34+0 added−1 removed22 weight shifts ≥ 0.1%
| Stock | Weight | |
|---|---|---|
| No new entries this month | ||
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Mahindra & Mahindra Ltd. INE101A01026 | 14.65% |
| 2 | Eicher Motors Ltd. INE066A01021 | 7.28% |
| 3 | Maruti Suzuki India Ltd. INE585B01010 | 5.25% |
| 4 | TVS Motor Company Ltd. INE494B01023 | 4.82% |
| 5 | Sona Blw Precision Forgings Ltd. INE073K01018 | 4.79% |
| 6 | Bharat Forge Ltd. INE465A01025 | 4.68% |
| 7 | Samvardhana Motherson International Ltd. INE775A01035 | 3.82% |
| 8 | Tata Motors Ltd. INE1TAE01010 | 3.63% |
| 9 | ZF Commercial Vehicle Control Systems India Ltd. INE342J01019 | 3.48% |
| 10 | Sansera Engineering Ltd. INE953O01021 | 3.47% |
| 11 | Ather Energy Ltd. INE0LEZ01016 | 3.32% |
| 12 | Tenneco Clean Air India Ltd. INE19RI01016 | 3.31% |
| 13 | Happy Forgings Ltd. INE330T01021 | 3.30% |
| 14 | TREPS | 3.24% |
| 15 | Craftsman Automation Ltd. INE00LO01017 | 3.18% |
| 16 | UNO Minda Ltd. INE405E01023 | 2.89% |
| 17 | Gabriel India Ltd. INE524A01029 | 2.67% |
| 18 | Schaeffler India Ltd. INE513A01022 | 2.44% |
| 19 | Timken India Ltd. INE325A01013 | 2.43% |
| 20 | Belrise Industries Ltd. INE894V01022 | 2.35% |
Sector Allocation
Auto Components49.0%
Automobiles35.3%
Industrial Products7.6%
Agricultural, Commercial & Construction Vehicles4.9%
Sovereign0.1%
Top 10 sectors by % to NAV. Excludes derivatives.