SBI Automotive Opportunities Fund
Monthly portfolio · 24 months through Sep-2026
compared to Aug-2026 · as on 2026-09-30
Holdings
36
Scheme AUM
₹6,071 cr
New
0
Exited
0
Increased
8
Reduced
9
| Change | Security | Industry / Rating | Quantity | Δ Qty | % to NAV | Δ % | Market value |
|---|---|---|---|---|---|---|---|
| — | Mahindra & Mahindra Ltd. INE101A01026 | Automobiles | 25,00,000 | — | 12.15% | -0.77pp | ₹738 cr |
| — | TVS Motor Company Ltd. INE494B01023 | Automobiles | 7,20,000 | — | 4.87% | -0.05pp | ₹296 cr |
| — | Sona Blw Precision Forgings Ltd. INE073K01018 | Auto Components | 35,00,000 | — | 4.79% | +0.31pp | ₹291 cr |
| Reduced | Eicher Motors Ltd. INE066A01021 | Automobiles | 4,00,000 | -50,000 | 4.71% | -0.93pp | ₹286 cr |
| — | Samvardhana Motherson International Ltd. INE775A01035 | Auto Components | 1,60,00,000 | — | 4.30% | — | ₹261 cr |
| Reduced | Maruti Suzuki India Ltd. INE585B01010 | Automobiles | 1,95,000 | -5,000 | 3.84% | -0.43pp | ₹233 cr |
| — | Bharat Forge Ltd. INE465A01025 | Auto Components | 12,00,000 | — | 3.81% | -0.17pp | ₹231 cr |
| Increased | Tata Motors Ltd. INE1TAE01010 | Agricultural, Commercial & Construction Vehicles | 54,00,000 | +4,00,000 | 3.75% | +0.04pp | ₹228 cr |
| Reduced | Sansera Engineering Ltd. INE953O01021 | Auto Components | 4,80,000 | -20,000 | 3.59% | +0.43pp | ₹218 cr |
| — | Bosch Ltd. INE323A01026 | Auto Components | 45,000 | — | 3.49% | -0.05pp | ₹212 cr |
| Reduced | Dhoot Transmission Ltd. INE01NH01023 | Auto Components | 14,00,000 | -2,40,000 | 3.43% | -0.38pp | ₹208 cr |
| Increased | Sedemac Mechatronics Ltd. INE00XB01019 | Auto Components | 5,39,535 | +39,535 | 3.11% | +0.68pp | ₹189 cr |
| — | Ather Energy Ltd. INE0LEZ01016 | Automobiles | 12,80,000 | — | 3.00% | -0.46pp | ₹182 cr |
| — | Gabriel India Ltd. INE524A01029 | Auto Components | 13,20,000 | — | 2.92% | -0.07pp | ₹177 cr |
| Reduced | Happy Forgings Ltd. INE330T01021 | Industrial Products | 8,40,000 | -95,311 | 2.86% | -0.69pp | ₹174 cr |
| — | UNO Minda Ltd. INE405E01023 | Auto Components | 13,20,000 | — | 2.54% | -0.11pp | ₹154 cr |
| Increased | Hyundai Motor India Ltd. INE0V6F01027 | Automobiles | 7,50,000 | +50,000 | 2.51% | +0.08pp | ₹152 cr |
| Increased | Craftsman Automation Ltd. INE00LO01017 | Auto Components | 1,30,000 | +40,000 | 2.23% | +0.64pp | ₹135 cr |
| Reduced | ASK Automotive Ltd. INE491J01022 | Auto Components | 20,40,000 | -11,497 | 2.15% | +0.02pp | ₹131 cr |
| — | Kingfa Science & Technology India Ltd. INE473D01015 | Industrial Products | 2,00,000 | — | 2.14% | +0.23pp | ₹130 cr |
| — | Tenneco Clean Air India Ltd. INE19RI01016 | Auto Components | 25,00,000 | — | 2.09% | +0.01pp | ₹127 cr |
| — | Belrise Industries Ltd. INE894V01022 | Auto Components | 50,00,000 | — | 1.98% | +0.15pp | ₹120 cr |
| Increased | Minda Corporation Ltd. INE842C01021 | Auto Components | 16,69,864 | +69,864 | 1.91% | +0.11pp | ₹116 cr |
| Increased | Balkrishna Industries Ltd. INE787D01026 | Auto Components | 5,40,000 | +60,000 | 1.88% | +0.16pp | ₹114 cr |
| — | Sundram Fasteners Ltd. INE387A01021 | Auto Components | 10,00,000 | — | 1.88% | -0.02pp | ₹114 cr |
| — | Timken India Ltd. INE325A01013 | Industrial Products | 3,50,000 | — | 1.81% | +0.07pp | ₹110 cr |
| — | Schaeffler India Ltd. INE513A01022 | Auto Components | 2,40,000 | — | 1.54% | +0.02pp | ₹93.53 cr |
| Increased | Motherson Sumi Wiring India Ltd. INE0FS801015 | Auto Components | 2,50,00,000 | +1,30,00,000 | 1.40% | +0.70pp | ₹85.18 cr |
| — | Endurance Technologies Ltd. INE913H01037 | Auto Components | 3,00,000 | — | 1.31% | -0.05pp | ₹79.7 cr |
| — | SPR Auto Technologies Ltd. INE526E01018 | Auto Components | 1,63,551 | — | 1.25% | +0.06pp | ₹76.11 cr |
| Reduced | ZF Commercial Vehicle Control Systems India Ltd. INE342J01019 | Auto Components | 3,20,000 | -40,000 | 1.23% | -0.21pp | ₹74.91 cr |
| Reduced | Asahi India Glass Ltd. INE439A01020 | Auto Components | 7,00,000 | -1,00,000 | 1.11% | -0.09pp | ₹67.12 cr |
| Increased | Bajaj Auto Ltd. INE917I01010 | Automobiles | 40,000 | +20,000 | 0.72% | +0.34pp | ₹43.5 cr |
| — | Sundaram Clayton Ltd. INE0Q3R01026 | Auto Components | 2,00,000 | — | 0.40% | -0.01pp | ₹24.58 cr |
| Reduced | Alicon Castalloy Ltd. INE062D01024 | Auto Components | 2,40,000 | -60,000 | 0.34% | +0.03pp | ₹20.88 cr |
| — | 364 DAY T-BILL 19.11.26 IN002025Z344 | Sovereign | 5,00,000 | — | 0.08% | — | ₹4.96 cr |
Cash & other
| TREPS | 3.08% | ₹187 cr |
| Net Receivable / Payable | -0.20% | ₹-12.72 cr |