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SBI Automotive Opportunities Fund - Direct Plan - Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
31
Apr 2026
Equity Holdings
₹4,911.59 Cr
Equity only, excl. debt & cash
Top 5 Weight
36.8%
Moderate
Top 10 Weight
55.9%
Moderate
Changes
32
0 new · 1 exits
Top Sector
Auto Components
49.0% of portfolio
📋 What Happened This Month SBI Automotive Opportunities Fund exited 1 stock from its portfolio this month. Balkrishna Industries Limited was the biggest exit (Auto Components), which was held at 0.68%. Among existing holdings, Mahindra & Mahindra Limited saw the biggest increase — now at 14.65% of the portfolio. ZF Commercial Vehicle Control Systems India Limited was trimmed the most, now at 3.48%. Mahindra & Mahindra Limited remains the top holding with Auto Components the dominant sector at 49.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Auto Components 48.2% 51.7% +3.5%
Automobiles 36.8% 33.9% -2.9%
Industrial Products 8.0% 8.2% +0.2%
Agricultural, Commercial & Construction Vehicles 4.9% 5.2% +0.3%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Auto Components 51.7% 49.0% -2.8%
Automobiles 33.9% 35.3% +1.4%
Industrial Products 8.2% 7.6% -0.6%
Agricultural, Commercial & Construction Vehicles 5.2% 4.9% -0.3%
🔴
Biggest Exit
Balkrishna Industries Limited
0.68% was held · Auto Components
Biggest Add
Mahindra & Mahindra Limited
+1.85% · now 14.65%
Biggest Trim
ZF Commercial Vehicle Control Systems India Limited
-0.70% · now 3.48%
👋 Other funds also exited
Balkrishna Industries Limited 14 funds
Balkrishna Industries Limited
HDFC MNC Fund - Growth Option - Direct Plan
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
ICICI Prudential Nifty Auto ETF + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🔴 1 Exit ↑ 9 Increased ↓ 22 Decreased
#StockSectorLast Weight (Mar 2026)
1
Balkrishna Industries Limited
₹31.25 Cr
Auto Components 0.68%
#StockSectorMar 2026Apr 2026Change
1
Mahindra & Mahindra Limited
₹743.40 Cr
Automobiles 12.80% 14.65% +1.85%
2
Sona BLW Precision Forgings Limited
₹242.90 Cr
Auto Components 4.17% 4.79% +0.62%
3
Gabriel India Limited
₹135.38 Cr
Auto Components 2.36% 2.67% +0.31%
4
Samvardhana Motherson International Limited
₹193.94 Cr
Auto Components 3.64% 3.82% +0.18%
5
SEDEMAC MECHATRONICS LTD
₹92.05 Cr
Auto Components 1.64% 1.81% +0.17%
6
Kingfa Science & Technology (India) Limited
₹95.58 Cr
Industrial Products 1.81% 1.88% +0.07%
7
Tube Investments of India Limited
₹58.96 Cr
Auto Components 1.09% 1.16% +0.07%
8
Ather Energy Limited
₹168.27 Cr
Automobiles 3.27% 3.32% +0.05%
9
Sundaram Clayton Limited
₹28.47 Cr
Auto Components 0.53% 0.56% +0.03%
#StockSectorMar 2026Apr 2026Change
1
ZF Commercial Vehicle Control Systems India Limited
₹176.39 Cr
Auto Components 4.18% 3.48% -0.70%
2
Sansera Engineering Limited
₹175.95 Cr
Auto Components 4.04% 3.47% -0.57%
3
Craftsman Automation Limited
₹161.45 Cr
Auto Components 3.63% 3.18% -0.45%
4
Tenneco Clean Air India Limited
₹167.87 Cr
Auto Components 3.68% 3.31% -0.37%
5
Timken India Limited
₹123.44 Cr
Industrial Products 2.79% 2.43% -0.36%
6
Happy Forgings Limited
₹167.55 Cr
Industrial Products 3.61% 3.30% -0.31%
7
TVS Motor Company Limited
₹244.50 Cr
Automobiles 5.10% 4.82% -0.28%
8
UNO Minda Limited
₹146.85 Cr
Auto Components 3.13% 2.89% -0.24%
9
Schaeffler India Limited
₹123.74 Cr
Auto Components 2.67% 2.44% -0.23%
10
Belrise Industries Ltd.
₹119.12 Cr
Auto Components 2.58% 2.35% -0.23%

Full Portfolio

31 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹743.40 Cr
Automobiles
14.65%
2
₹369.67 Cr
Automobiles
7.28%
3
₹266.28 Cr
Automobiles
5.25%
4
₹244.50 Cr
Automobiles
4.82%
5
₹242.90 Cr
Auto Components
4.79%
6
₹237.35 Cr
Auto Components
4.68%
7
₹193.94 Cr
Auto Components
3.82%
8
₹184.46 Cr
Agricultural, Commercial & Construction Vehicles
3.63%
9
₹176.39 Cr
Auto Components
3.48%
10
₹175.95 Cr
Auto Components
3.47%
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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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