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SBI Automotive Opportunities Fund - Direct Plan - Growth

Equity Data as of Sep 2026 Comparing Aug 2026 → Sep 2026
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Stocks Held
35
Sep 2026
Equity Holdings
₹5,891.76 Cr
Equity only, excl. debt & cash
AAUM
₹5,104.45 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.8%
Moderate
Top 10 Weight
49.3%
Moderate
Changes
34
0 new · 0 exits
Top Sector
Auto Components
51.3% of portfolio
Launch Date
17 May 2024
2 years old

AAUM (Average Assets Under Management) of ₹5,104.45 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Motherson Sumi Wiring India Limited saw the biggest increase — now at 1.40% of the portfolio. Eicher Motors Limited was trimmed the most, now at 4.71%. Mahindra & Mahindra Limited remains the top holding with Auto Components the dominant sector at 51.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jul 2026 → Aug 2026
Sector Prev Curr ▼ Delta
Auto Components 45.5% 48.7% ▲ +3.3%
Automobiles 42.3% 34.0% ▼ -8.3%
Industrial Products 6.6% 7.2% ▲ +0.6%
Automobile and Auto Components 0.0% 3.8% ▲ +3.8%
Agricultural, Commercial & Construction Vehicles 3.0% 3.7% ▲ +0.7%
Aug 2026 → Sep 2026
Sector Prev Curr ▼ Delta
Auto Components 48.7% 51.3% ▲ +2.5%
Automobiles 34.0% 31.8% ▼ -2.2%
Industrial Products 7.2% 6.8% ▼ -0.4%
Agricultural, Commercial & Construction Vehicles 3.7% 3.8% ● +0.0%
Automobile and Auto Components 3.8% 3.4% ▼ -0.4%
↑
Biggest Add
Motherson Sumi Wiring India Limited
+0.70% · now 1.40%
↓
Biggest Trim
Eicher Motors Limited
-0.93% · now 4.71%

What Changed in the Portfolio This Month?

Comparing Aug 2026 → Sep 2026

Aug 2026 → Sep 2026
↑ 18 Increased ↓ 16 Decreased
#StockSectorAug 2026Sep 2026Change
1
Motherson Sumi Wiring India Limited
₹85.18 Cr
Auto Components 0.70% 1.40% +0.70%
2
SEDEMAC MECHATRONICS LTD
₹188.54 Cr
Auto Components 2.43% 3.11% +0.68%
3
Craftsman Automation Limited
₹135.42 Cr
Auto Components 1.59% 2.23% +0.64%
4
Sansera Engineering Limited
₹217.80 Cr
Auto Components 3.16% 3.59% +0.43%
5
Bajaj Auto Limited
₹43.50 Cr
Automobiles 0.38% 0.72% +0.34%
6
Sona BLW Precision Forgings Limited
₹290.50 Cr
Auto Components 4.48% 4.79% +0.31%
7
Kingfa Science & Technology (India) Limited
₹129.65 Cr
Industrial Products 1.91% 2.14% +0.23%
8
Balkrishna Industries Limited
₹114.32 Cr
Auto Components 1.72% 1.88% +0.16%
9
Belrise Industries Ltd.
₹120.18 Cr
Auto Components 1.83% 1.98% +0.15%
10
Minda Corporation Limited
₹115.70 Cr
Auto Components 1.80% 1.91% +0.11%
#StockSectorAug 2026Sep 2026Change
1
Eicher Motors Limited
₹286.00 Cr
Automobiles 5.64% 4.71% -0.93%
2
Mahindra & Mahindra Limited
₹737.50 Cr
Automobiles 12.92% 12.15% -0.77%
3
Happy Forgings Limited
₹173.64 Cr
Industrial Products 3.55% 2.86% -0.69%
4
Ather Energy Limited
₹182.40 Cr
Automobiles 3.46% 3.00% -0.46%
5
Maruti Suzuki India Limited
₹233.36 Cr
Automobiles 4.27% 3.84% -0.43%
6
Dhoot Transmission Ltd
₹208.43 Cr
Automobile and Auto Components 3.81% 3.43% -0.38%
7
ZF Commercial Vehicle Control Systems India Limited
₹74.91 Cr
Auto Components 1.44% 1.23% -0.21%
8
Bharat Forge Limited
₹231.12 Cr
Auto Components 3.98% 3.81% -0.17%
9
UNO Minda Limited
₹154.44 Cr
Auto Components 2.65% 2.54% -0.11%
10
Asahi India Glass Limited
₹67.12 Cr
Auto Components 1.20% 1.11% -0.09%

What Stocks Does This Fund Hold?

35 stocks — Sep 2026

# Stock Sector Cap Weight & Value
1
₹737.50 Cr
Automobiles
12.15%
2
₹295.63 Cr
Automobiles
4.87%
3
₹290.50 Cr
Auto Components
4.79%
4
₹286.00 Cr
Automobiles
4.71%
5
₹261.22 Cr
Auto Components
4.30%
6
₹233.36 Cr
Automobiles
3.84%
7
₹231.12 Cr
Auto Components
3.81%
8
₹227.69 Cr
Agricultural, Commercial & Construction Vehicles
3.75%
9
₹217.80 Cr
Auto Components
3.59%
10
₹211.95 Cr
Auto Components
3.49%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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