NIFTY AUTO TRI · Sectoral / Thematic· NAV-verified
SBI Automotive Opportunities Fund
₹6,071 cr across 35 positions, as filed for 2026-09-30. Returns are the fund's AMFI growth-plan NAV; holdings and behavior come from its filed monthly portfolios.
Returns, against the category
Q2 FY27: +23% over 1 year against the median Sectoral / Thematic fund's +2%.
| Over | Quarter | 1 year | 3 years (ann.) | 5 years (ann.) |
|---|---|---|---|---|
| SBI Automotive Opportunities Fund | +8% | +23% | — | — |
| Median Sectoral / Thematic fund | −2% | +2% | +12% | +11% |
—Q3 FY24—Q4 FY24—Q1 FY25—Q2 FY25—Q3 FY25—Q4 FY25−6%Q1 FY26−5%Q2 FY26+21%Q3 FY26+18%Q4 FY26+24%Q1 FY27+23%Q2 FY27
What moved the fund, last 12 filed months
Contribution = the fund's filed weight each month × that stock's price move in its own filings, in percentage points of NAV. Corporate-action months are left out.
| Stock | 12 months | Latest month |
|---|---|---|
| Sansera Engineering Ltd. | +4.7 pp | +0.4 pp |
| Ather Energy Ltd. | +2.8 pp | −0.6 pp |
| Sona Blw Precision Forgings Ltd. | +2.8 pp | +0.1 pp |
| TVS Motor Company Ltd. | +2.5 pp | −0.3 pp |
| Samvardhana Motherson International Ltd. | +2.1 pp | −0.2 pp |
| Stock | 12 months | Latest month |
|---|---|---|
| Balkrishna Industries Ltd. | −0.8 pp | −0.1 pp |
| Mahindra & Mahindra Ltd. | −0.3 pp | −1.3 pp |
| Sundaram Clayton Ltd. | −0.3 pp | −0.0 pp |
| Ashok Leyland Ltd. | −0.2 pp | 0.0 pp |
| Alicon Castalloy Ltd. | −0.1 pp | +0.1 pp |
Holdings, as filed for 2026-09-30
| Holding | Sector | % of fund | Value | Held for | Vs avg cost |
|---|---|---|---|---|---|
| M & M | Automobile and Auto Components | 12.15% | ₹738 cr | 28 mo | +1% |
| TVS Motor Company Limited | Automobile and Auto Components | 4.87% | ₹296 cr | 28 mo | +65% |
| Sona BLW Precision Forgings Limited | Automobile and Auto Components | 4.79% | ₹291 cr | 28 mo | +27% |
| Eicher Motors Limited | Automobile and Auto Components | 4.71% | ₹286 cr | 23 mo | +30% |
| Samvardhana Motherson International Limited | Automobile and Auto Components | 4.30% | ₹261 cr | 28 mo | +29% |
| Maruti Suzuki India Limited | Automobile and Auto Components | 3.84% | ₹233 cr | 28 mo | -11% |
| Bharat Forge Limited | Automobile and Auto Components | 3.81% | ₹231 cr | 28 mo | +16% |
| Tata Motors Limited | Capital Goods | 3.75% | ₹228 cr | 12 mo | +8% |
| Sansera Engineering Limited | Automobile and Auto Components | 3.59% | ₹218 cr | 28 mo | +221% |
| Bosch | Automobile and Auto Components | 3.49% | ₹212 cr | 4 mo | +14% |
| DHOOTTRANS | Automobile and Auto Components | 3.43% | ₹208 cr | 2 mo | +1% |
| SEDEMAC Mechatronics Limited | Automobile and Auto Components | 3.11% | ₹189 cr | 7 mo | +111% |
| Ather Energy Limited | Automobile and Auto Components | 3.00% | ₹182 cr | 17 mo | +349% |
| Gabriel India Limited | Automobile and Auto Components | 2.92% | ₹177 cr | 28 mo | +165% |
| Happy Forgings Limited | Capital Goods | 2.86% | ₹174 cr | 28 mo | +82% |
How this fund actually behaves
Computed from every filed monthly portfolio (28 months of filings) by the research pipeline.
| Holding patience | Median months a position is held (25th–75th band) | 6 mo (4–10) |
| Win rate on exits | Closed positions sold above entry, and the payoff ratio (13 exits) | 38% · payoff 0.9× |
| Loser handling | Cuts losers vs averages down, from 12 months of filings | Averages down |
| Entry valuation discipline | Median P/E paid on entries over 36 months; share above 50× | 40× · 42% over 50× |
| Portfolio valuation today | Weighted P/E and P/B of the current book at filed prices (P/E covers 90% of equity) | 47.4× P/E · 9.2× P/B · 3% loss-makers |
| Churn | Stocks entered and exited in 12 months, of 35 positions | 17 in · 8 out |
| Concentration | Top 10 holdings' share; effective number of positions | 49% · ~23 effective |