SBI Automotive Opportunities Fund
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 | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Direct Growth | ₹11.6126 | — | — | — | — |
| Regular Growth | ₹11.3625 | +0.93% | +18.56% | — | — |
Portfolio Metrics(latest month)
vs Category Peers
Highly DifferentiatedActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| 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
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does SBI Automotive Opportunities Fund hold?
SBI Automotive Opportunities Fund holds 32 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 36.79% of NAV.
What is the largest holding in SBI Automotive Opportunities Fund?
The largest position in SBI Automotive Opportunities Fund is Mahindra & Mahindra Ltd., accounting for 14.65% of NAV in the Automobiles sector.
Is SBI Automotive Opportunities Fund a concentrated or diversified fund?
With a Gini coefficient of 0.397, SBI Automotive Opportunities Fund is well-diversified. The HHI concentration index is 51,302 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 36.79% of the portfolio.
What is the market cap allocation of SBI Automotive Opportunities Fund?
Based on SEBI's AMFI classification, SBI Automotive Opportunities Fund's equity portfolio is split as: Large Cap: 39.45%, Mid Cap: 14.10%, Small Cap: 41.43%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does SBI Automotive Opportunities Fund invest in most?
SBI Automotive Opportunities Fund has the highest allocation to Auto Components (48.95%), Automobiles (35.32%), Industrial Products (7.61%). The fund is invested across 5 sectors in total.
How actively managed is SBI Automotive Opportunities Fund compared to other Sectoral / Thematic funds?
SBI Automotive Opportunities Fund has an Active Share of 89.83%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.
What changed in SBI Automotive Opportunities Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, SBI Automotive Opportunities Fund exited 1 stock (including Balkrishna Industries Ltd.). Total holding count decreased from 35 to 34 stocks.