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SBI Automotive Opportunities Fund - Investment Objective, Fund Manager & Latest Performance 2025

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Learn about SBI Automotive Opportunities Fund's investment approach, fund managers, and performance. Get details about AUM, NAV, and FAQs for informed investing decisions.

Investment Objective and Approach

The investment objective of SBI Automotive Opportunities Fund is to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive and allied business activities theme from the domestic as well as global universe.

The fund is an open-ended equity scheme following automotive and allied business activities theme, investing in equity and equity-related instruments of companies engaged in automotive & allied business activities. The fund invests in key growth drivers in different segments of the automotive industry, including Original Equipment Manufacturers (OEMs), Auto component manufacturers, and Electric Vehicle (EV) players, positioned to benefit from India's underpenetration in vehicles (2W, 4W, CVs), rise in premiumisation and growth in EV adoption.

The fund managers adopt a bottom-up approach to pick stocks, maintaining a strong focus on companies demonstrating strong fundamentals, scalable business and companies that adapt to trends. Currently, the fund's portfolio comprises 22.8% small-cap stocks, 56.67% large-cap stocks, and 18.13% mid-cap stocks.

Key Fund Details (as of July 2025):

- AUM: ₹5,651.72 crores

- Minimum SIP investment: ₹500

- Minimum lumpsum investment: ₹5,000

- Expense ratio: 0.83% (Direct plan)

- Exit load: 1% if redeemed within 1 year

Fund Managers

The fund is managed by Tanmaya Desai and Pradeep Kesavan.

Tanmaya Desai - Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III). Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.

Pradeep Kesavan - Mr. Kesavan has done B.Com, MBA (Finance) and CFA. Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech.

Both fund managers bring extensive experience of 15 years while managing equity & related investments, focused on picking quality companies and holding them for a long duration to generate good compounding returns.

About the Fund House (AMC)

SBI Mutual Fund was set up on June 29, 1987 and was incorporated on February 7, 1992, becoming India's first non-UTI mutual fund and the second mutual fund after the Unit Trust of India. It is a joint venture between the State Bank of India (63% stake) and Amundi, a European asset management company (37% stake).

As of March 2024, SBI Mutual Fund manages assets worth Rs. 9.14 lakh crores and emerged as the 3rd largest Mutual Fund body in India based on Assets under Management in early 2019. With over Rs.19,497 crore in assets under management as of December 2024, SBI Mutual Fund is among the top 3 AMCs in India.

The fund house has a strong track record of innovation, being the first to launch Contra and ESG Funds in India, and was the first AMC in India to launch an Environment, Social and Governance (ESG) fund. SBI Mutual Fund has 81 primary schemes across various categories including equity, debt, and hybrid schemes.

Should I Invest in SBI Automotive Opportunities Fund?

This fund is suitable for investors who:

Ideal for:

- Seek long-term capital appreciation through automotive sector exposure

- Have high risk tolerance as it's rated "Very High" risk

- Believe in India's automotive sector growth story and EV adoption

- Can stay invested for at least 3-5 years to ride through market cycles

Key Considerations:

- Thematic funds are exposed to sector-specific risks, with any adverse developments within the automotive industry, such as changes in consumer preferences, technological disruptions, or regulatory challenges, affecting the fund's performance

- The investment strategy makes the fund inherently risky and volatile, leading to a high level of risk and volatility

- As a new fund offer launched in 2024, it has no track record

Investment Rationale:

- India's growing automotive ecosystem benefits from policy reforms and defined roadmap, with the country being a force in vehicle production and auto exports, while the burgeoning domestic market demands safer and premium vehicles, with auto parts and ancillaries contributing almost 30% of the manufacturing ecosystem

FAQs

What is today's NAV of SBI Automotive Opportunities Fund?

The latest NAV is ₹9.81 as of August 7, 2025. NAV changes daily based on market movements.

What is the AUM of SBI Automotive Opportunities Fund?

The fund has an AUM of ₹5,651.72 crores as of July 2025. This represents the total value of assets under management.

What is the expense ratio of SBI Automotive Opportunities Fund?

The expense ratio is 0.83% for the direct plan. This is the annual fee charged for managing your investment.

What are the returns of SBI Automotive Opportunities Fund since inception?

The fund has given returns of 1.77% (1 month), 22.35% (3 months), 5.52% (6 months), and -4.44% (1 year) as it was launched recently in 2024.

What is the minimum SIP amount to invest in SBI Automotive Opportunities Fund?

The minimum SIP amount is ₹500. You can start investing with this amount monthly.

How do I invest in SBI Automotive Opportunities Fund?

You can invest through Allvest platform online by completing your KYC, selecting the fund, choosing SIP or lumpsum mode, and making payment via UPI or net banking.

How to start a SIP in SBI Automotive Opportunities Fund?

Log into your Allvest account, search for the fund, select SIP option, choose monthly/quarterly frequency, set the investment amount, and authorize auto-debit for seamless investing.

How do I automate an SIP in SBI Automotive Opportunities Fund?

Set up auto-debit mandate while starting SIP on Allvest platform. This will automatically deduct the SIP amount from your bank account on the chosen date.

How can I withdraw/redeem my investment in SBI Automotive Opportunities Fund?

You can redeem by logging into Allvest app, going to the investment section, and placing your redemption request. Funds typically reach your account in 2-3 business days.