Fundalysisby DARKHORSESTOCKS

Scheme

SBI Automotive Opportunities Fund

Holds 35 companies worth ₹5,892 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹6,071 CrSBI Automotive Opportunities Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 4.4% on Aug 2026, ₹6,349 Cr.

  • Largest holding

    Mahindra and Mahindra LimitedMahindra and Mahindra Limited is 12.2% of this scheme's NAV.

  • Fund manager

    Tanmaya DesaiRuns it since 5 Jun 2024, as the fund house dates it.

Overview(30 Jul 2026)

Fund managers1

  1. Tanmaya DesaiFund manager, equity · Jun 2024 · 20y · MBA B.E.

    Key facts

    Benchmark
    Nifty Auto Tri
    Risk
    VERY HIGH
    Expense
    Direct 0.74%
    Started
    5 Jun 2024
    Minimum
    ₹5,000

    Source.Its Scheme Summary Document as of 30 Jul 2026 at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Jul 2026.

    Source.Its filings at NSE, since Jul 2026.

    Fund managers over time(Jun 2024 – now)

    1. Tanmaya Desai
    MainCoSlice20252026
    Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

    Costs(Jul 2026 – Jul 2026)

    Every change to the expense ratio, newest first.
    1 filingRegularDirectΔ pt
    30 Jul 2026–0.74%–
    Direct plan, 30 Jul 2026
    0.74%
    Regular plan –
    Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

    Objective and risk(30 Jul 2026)

    Objective

    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.

    Risk, type and benchmark

    Riskometer
    Very High
    At launch
    Very High
    Benchmark
    Nifty Auto Tri

    How to invest(30 Jul 2026)

    Buying

    To start
    ₹5,000, then in multiples of ₹1
    To add
    ₹1,000, then in multiples of ₹1

    Selling and switching

    To redeem
    ₹500
    Switch minimum
    ₹1,000

    Scheme details(30 Jul 2026)

    What it is

    Category
    EQUITY
    Offer
    17 May 2024 to 31 May 2024
    Started
    5 Jun 2024
    Listed
    No

    How it is run

    Swing pricing
    No
    Side-pocketing
    No
    Custodian
    SBI-SG Global Securities Services Pvt. Ltd
    Auditor
    Chokshi & Chokshi LLP
    Registrar
    CAMS
    SEBI code
    SBIM/O/E/THE/24/01/0178