SBI Automotive Opportunities Fund
Monthly portfolio · 24 months through Aug-2026
compared to Jul-2026 · as on 2026-08-31
Holdings
36
Scheme AUM
₹6,349 cr
New
3
Exited
0
Increased
5
Reduced
6
| Change | Security | Industry / Rating | Quantity | Δ Qty | % to NAV | Δ % | Market value |
|---|---|---|---|---|---|---|---|
| Reduced | Mahindra & Mahindra Ltd. INE101A01026 | Automobiles | 25,00,000 | -2,00,000 | 12.92% | -3.03pp | ₹821 cr |
| Reduced | Eicher Motors Ltd. INE066A01021 | Automobiles | 4,50,000 | -70,000 | 5.64% | -1.44pp | ₹358 cr |
| Reduced | TVS Motor Company Ltd. INE494B01023 | Automobiles | 7,20,000 | -80,000 | 4.92% | -1.08pp | ₹313 cr |
| — | Sona Blw Precision Forgings Ltd. INE073K01018 | Auto Components | 35,00,000 | — | 4.48% | -0.20pp | ₹285 cr |
| — | Samvardhana Motherson International Ltd. INE775A01035 | Auto Components | 1,60,00,000 | — | 4.30% | +0.11pp | ₹273 cr |
| Reduced | Maruti Suzuki India Ltd. INE585B01010 | Automobiles | 2,00,000 | -1,00,000 | 4.27% | -3.15pp | ₹271 cr |
| — | Bharat Forge Ltd. INE465A01025 | Auto Components | 12,00,000 | — | 3.98% | -0.61pp | ₹253 cr |
| New | Dhoot Transmission Ltd. INE01NH01023 | Auto Components | 16,40,000 | — | 3.81% | — | ₹242 cr |
| Increased | Tata Motors Ltd. INE1TAE01010 | Agricultural, Commercial & Construction Vehicles | 50,00,000 | +10,00,000 | 3.71% | +0.67pp | ₹236 cr |
| Reduced | Happy Forgings Ltd. INE330T01021 | Industrial Products | 9,35,311 | -64,689 | 3.55% | +0.68pp | ₹226 cr |
| Increased | Bosch Ltd. INE323A01026 | Auto Components | 45,000 | +5,000 | 3.54% | +0.68pp | ₹225 cr |
| — | Ather Energy Ltd. INE0LEZ01016 | Automobiles | 12,80,000 | — | 3.46% | +0.66pp | ₹220 cr |
| — | Sansera Engineering Ltd. INE953O01021 | Auto Components | 5,00,000 | — | 3.16% | +0.25pp | ₹201 cr |
| — | Gabriel India Ltd. INE524A01029 | Auto Components | 13,20,000 | — | 2.99% | -0.32pp | ₹190 cr |
| — | UNO Minda Ltd. INE405E01023 | Auto Components | 13,20,000 | — | 2.65% | -0.06pp | ₹168 cr |
| — | Sedemac Mechatronics Ltd. INE00XB01019 | Auto Components | 5,00,000 | — | 2.43% | +0.10pp | ₹154 cr |
| — | Hyundai Motor India Ltd. INE0V6F01027 | Automobiles | 7,00,000 | — | 2.43% | -0.22pp | ₹154 cr |
| Increased | ASK Automotive Ltd. INE491J01022 | Auto Components | 20,51,497 | +2,51,497 | 2.13% | +0.48pp | ₹135 cr |
| Increased | Tenneco Clean Air India Ltd. INE19RI01016 | Auto Components | 25,00,000 | +7,11,773 | 2.08% | +0.41pp | ₹132 cr |
| — | Kingfa Science & Technology India Ltd. INE473D01015 | Industrial Products | 2,00,000 | — | 1.91% | +0.09pp | ₹121 cr |
| — | Sundram Fasteners Ltd. INE387A01021 | Auto Components | 10,00,000 | — | 1.90% | +0.20pp | ₹120 cr |
| — | Belrise Industries Ltd. INE894V01022 | Auto Components | 50,00,000 | — | 1.83% | -0.23pp | ₹116 cr |
| — | Minda Corporation Ltd. INE842C01021 | Auto Components | 16,00,000 | — | 1.80% | -0.15pp | ₹114 cr |
| — | Timken India Ltd. INE325A01013 | Industrial Products | 3,50,000 | — | 1.74% | -0.17pp | ₹110 cr |
| Increased | Balkrishna Industries Ltd. INE787D01026 | Auto Components | 4,80,000 | +3,48,344 | 1.72% | +1.15pp | ₹109 cr |
| — | Craftsman Automation Ltd. INE00LO01017 | Auto Components | 90,000 | — | 1.59% | +0.05pp | ₹101 cr |
| — | Schaeffler India Ltd. INE513A01022 | Auto Components | 2,40,000 | — | 1.52% | -0.18pp | ₹96.36 cr |
| — | ZF Commercial Vehicle Control Systems India Ltd. INE342J01019 | Auto Components | 3,60,000 | — | 1.44% | -0.07pp | ₹91.25 cr |
| — | Endurance Technologies Ltd. INE913H01037 | Auto Components | 3,00,000 | — | 1.36% | -0.08pp | ₹86.14 cr |
| — | Asahi India Glass Ltd. INE439A01020 | Auto Components | 8,00,000 | — | 1.20% | -0.02pp | ₹76.16 cr |
| New | SPR Auto Technologies Ltd. INE526E01018 | Auto Components | 1,63,551 | — | 1.19% | — | ₹75.38 cr |
| New | Motherson Sumi Wiring India Ltd. INE0FS801015 | Auto Components | 1,20,00,000 | — | 0.70% | — | ₹44.15 cr |
| — | Sundaram Clayton Ltd. INE0Q3R01026 | Auto Components | 2,00,000 | — | 0.41% | -0.03pp | ₹26.11 cr |
| — | Bajaj Auto Ltd. INE917I01010 | Automobiles | 20,000 | — | 0.38% | -0.02pp | ₹24.26 cr |
| Reduced | Alicon Castalloy Ltd. INE062D01024 | Auto Components | 3,00,000 | -60,000 | 0.31% | -0.11pp | ₹19.96 cr |
| — | 364 DAY T-BILL 19.11.26 IN002025Z344 | Sovereign | 5,00,000 | — | 0.08% | -0.01pp | ₹4.94 cr |
Cash & other
| TREPS | 3.32% | ₹211 cr |
| Net Receivable / Payable | -0.85% | ₹-54 cr |