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Fund Overview of SBI Automotive Opportunities Fund Direct-idcw
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₹5,177.8 CrAUM
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₹12.28NAV
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1.01%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of SBI Automotive Opportunities Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 15.32% | NA | NA |
| 6 Months | 7.81% | NA | NA |
| 1 Year | 27.25% | 27.25% | NA |
| 2 Years | 17.93% | 8.60% | NA |
Asset Allocation
equities
94.78%debt instruments
0.09%other assets or cash equivalents
5.13%Launched on 07 Jun 2024, the fund aims Long term Capital appreciation. 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. It manages assets worth ₹5,177.8 crore as on Sun May 31, 2026. The expense ratio stands at 1.01%. Fund Manager Manager Education Fund Manager Manager EducationAbout SBI Automotive Opportunities Fund Direct-idcw
The portfolio allocation consists of 94.78% in equities, 0.09% in debt instruments, 5.13% in other assets or cash equivalents.Managed by Pradeep Kesavan, it has delivered a return of 27.25% in the last year, a total return since inception of 10.57%.
When evaluating investment options long-term planners often compare best sip plans depending on investment horizon.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI Transportation And Logistics Fund Direct-growth  |
₹3,860 | 2.90% | 8.85% | 8.94% | 19.77% | 19.13% |
| UTI Transportation And Logistics Fund Direct-idcw |
₹3,860 | 2.90% | 8.85% | 8.94% | 19.77% | 19.13% |
| UTI Transportation And Logistics Fund Regular Plan-growth |
₹3,860 | 2.80% | 8.57% | 7.78% | 18.46% | 17.77% |
| UTI Transportation And Logistics Fund Regular Plan-idcw |
₹3,860 | 2.80% | 8.57% | 7.78% | 18.46% | 17.77% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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SBI Automotive Opportunities Fund Regular-growth
|
₹5,178 | 5.04% | 15.02% | 7.26% | 25.93% | - |
|
SBI Automotive Opportunities Fund Direct-growth
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₹5,178 | 5.14% | 15.32% | 7.81% | 27.25% | - |
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SBI Automotive Opportunities Fund Regular-idcw
|
₹5,178 | 5.04% | 15.02% | 7.26% | 25.93% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Transportation And Logistics Fund Direct-growth |
₹3,860 | ₹323.24 | 19.77% | 19.13% | 13.63% |
| UTI Transportation And Logistics Fund Regular Plan-growth |
₹3,860 | ₹279.23 | 18.46% | 17.77% | 12.34% |
| UTI Transportation And Logistics Fund Direct-idcw |
₹3,860 | ₹149.50 | 19.77% | 19.13% | 13.63% |
| UTI Transportation And Logistics Fund Regular Plan-idcw |
₹3,860 | ₹128.76 | 18.46% | 17.77% | 12.34% |
| ICICI Prudential Transportation And Logistics Fund Direct-growth |
₹3,079 | ₹21.34 | 23.49% | - | - |
| ICICI Prudential Transportation And Logistics Fund-growth |
₹3,079 | ₹20.39 | 22.06% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | 18.35% | ₹960.93 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 17.51% | ₹941.54 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 17.51% | ₹941.54 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 17.14% | ₹925.29 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 16.76% | ₹901.75 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 16.54% | ₹890.21 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 16.42% | ₹823.63 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 15.00% | ₹776.63 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 14.53% | ₹774.61 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 14.65% | ₹743.40 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 13.24% | ₹712.18 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 13.24% | ₹712.18 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 13.06% | ₹705.28 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 11.82% | ₹636.00 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 12.80% | ₹590.94 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 9.93% | ₹534.30 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 8.11% | ₹432.57 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 7.86% | ₹394.17 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 7.30% | ₹392.39 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 7.30% | ₹392.39 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Transportation And Logistics Fund Direct-growth |
₹323.24 | 19.77% | 19.13% | - |
| UTI Transportation And Logistics Fund Direct-idcw |
₹149.50 | 19.77% | 19.13% | - |
| UTI Transportation And Logistics Fund Regular Plan-growth |
₹279.23 | 18.46% | 17.77% | - |
| UTI Transportation And Logistics Fund Regular Plan-idcw |
₹128.76 | 18.46% | 17.77% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Automotive Opportunities Fund Direct-idcw
What is the current AUM of SBI Automotive Opportunities Fund Direct-idcw?
As of Sun May 31, 2026, SBI Automotive Opportunities Fund Direct-idcw manages assets worth ₹5,177.8 crore
How has SBI Automotive Opportunities Fund Direct-idcw performed recently?
- 3 Months: 15.32%
- 6 Months: 7.81%
What is the long-term performance of SBI Automotive Opportunities Fund Direct-idcw?
- Since Inception: 10.57%
What is the portfolio composition of SBI Automotive Opportunities Fund Direct-idcw?
Equity: 94.78%, Debt: 0.09%, Others: 5.13%.
Who manages SBI Automotive Opportunities Fund Direct-idcw?
SBI Automotive Opportunities Fund Direct-idcw is managed by Pradeep Kesavan from SBI Mutual Fund.
What is the market-cap allocation of SBI Automotive Opportunities Fund Direct-idcw?
Large Cap: 45.51%, Mid Cap: 12.58%, Small Cap: 41.92%.
Which are the top companies SBI Automotive Opportunities Fund Direct-idcw has invested in?
- Mahindra & Mahindra Ltd – 18.35% of the fund's portfolio
- Mahindra & Mahindra Ltd – 17.51% of the fund's portfolio
- Mahindra & Mahindra Ltd – 17.51% of the fund's portfolio
- Mahindra & Mahindra Ltd – 17.14% of the fund's portfolio
- Mahindra & Mahindra Ltd – 16.76% of the fund's portfolio
Which are the major sectors SBI Automotive Opportunities Fund Direct-idcw focuses on?
- Consumer Discretionary – 269.07% of the fund's portfolio
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