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SBI Automotive Opportunities Fund - Direct Plan - Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
31
May 2026
Equity Holdings
₹4,908.48 Cr
Equity only, excl. debt & cash
Top 5 Weight
38.0%
Moderate
Top 10 Weight
55.8%
Moderate
Changes
32
1 new · 1 exits
Top Sector
Auto Components
45.5% of portfolio
📋 What Happened This Month SBI Automotive Opportunities Fund made 1 new addition and exited 1 stock this month. The biggest new buy was Hyundai Motor India Ltd (Automobiles) at 2.23% weight. Tube Investments of India Limited was the biggest exit (Auto Components), which was held at 1.16%. Among existing holdings, Maruti Suzuki India Limited saw the biggest increase — now at 6.08% of the portfolio. Tata Motors Ltd was trimmed the most, now at 2.93%. Mahindra & Mahindra Limited remains the top holding with Auto Components the dominant sector at 45.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Apr 2026 May 2026
Sector Prev Curr Delta
Auto Components 49.0% 45.5% -3.5%
Automobiles 35.3% 38.5% +3.2%
Industrial Products 7.6% 7.3% -0.3%
Agricultural, Commercial & Construction Vehicles 4.9% 3.5% -1.4%
🟢
Biggest New Buy
Hyundai Motor India Ltd
2.23% weight · Automobiles
🔴
Biggest Exit
Tube Investments of India Limited
1.16% was held · Auto Components
Biggest Add
Maruti Suzuki India Limited
+0.83% · now 6.08%
Biggest Trim
Tata Motors Ltd
-0.70% · now 2.93%
🤝 Other funds also bought this month
Hyundai Motor India Ltd 19 funds
Hyundai Motor India Ltd
SBI MNC FUND - DIRECT PLAN -GROWTH
DSP Large Cap Fund - Direct Plan - Growth
ICICI Prudential Value Fund + more
👋 Other funds also exited
Tube Investments of India Limited 4 funds
Tube Investments of India Limited
ITI Business Cycle Fund- Direct Plan- Growth
ICICI Prudential Manufacturing Fund
PGIM India ELSS Tax Saver Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 1 New Entry 🔴 1 Exit ↑ 11 Increased ↓ 19 Decreased
#StockSectorWeight (May 2026)
1
Hyundai Motor India Ltd
₹115.44 Cr
Automobiles 2.23%
#StockSectorLast Weight (Apr 2026)
1
Tube Investments of India Limited
₹58.96 Cr
Auto Components 1.16%
#StockSectorApr 2026May 2026Change
1
Maruti Suzuki India Limited
₹315.05 Cr
Automobiles 5.25% 6.08% +0.83%
2
Samvardhana Motherson International Limited
₹233.18 Cr
Auto Components 3.82% 4.50% +0.68%
3
TVS Motor Company Limited
₹268.46 Cr
Automobiles 4.82% 5.18% +0.36%
4
Mahindra & Mahindra Limited
₹776.63 Cr
Automobiles 14.65% 15.00% +0.35%
5
Minda Corporation Limited
₹112.39 Cr
Auto Components 1.84% 2.17% +0.33%
6
SEDEMAC MECHATRONICS LTD
₹107.25 Cr
Auto Components 1.81% 2.07% +0.26%
7
Kingfa Science & Technology (India) Limited
₹109.47 Cr
Industrial Products 1.88% 2.11% +0.23%
8
Gabriel India Limited
₹145.21 Cr
Auto Components 2.67% 2.80% +0.13%
9
Asahi India Glass Limited
₹72.21 Cr
Auto Components 1.32% 1.39% +0.07%
10
Timken India Limited
₹128.16 Cr
Industrial Products 2.43% 2.48% +0.05%
#StockSectorApr 2026May 2026Change
1
Tata Motors Ltd
₹151.80 Cr
Agricultural, Commercial & Construction Vehicles 3.63% 2.93% -0.70%
2
Ashok Leyland Limited
₹31.09 Cr
Agricultural, Commercial & Construction Vehicles 1.28% 0.60% -0.68%
3
ZF Commercial Vehicle Control Systems India Limited
₹146.74 Cr
Auto Components 3.48% 2.83% -0.65%
4
Happy Forgings Limited
₹138.74 Cr
Industrial Products 3.30% 2.68% -0.62%
5
Tenneco Clean Air India Limited
₹141.19 Cr
Auto Components 3.31% 2.73% -0.58%
6
Craftsman Automation Limited
₹136.11 Cr
Auto Components 3.18% 2.63% -0.55%
7
Ather Energy Limited
₹144.62 Cr
Automobiles 3.32% 2.79% -0.53%
8
Sundram Fasteners Limited
₹34.42 Cr
Auto Components 1.07% 0.66% -0.41%
9
Sansera Engineering Limited
₹160.22 Cr
Auto Components 3.47% 3.09% -0.38%
10
Sona BLW Precision Forgings Limited
₹230.83 Cr
Auto Components 4.79% 4.46% -0.33%

What Stocks Does This Fund Hold?

31 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹776.63 Cr
Automobiles
15.00%
2
₹373.20 Cr
Automobiles
7.21%
3
₹315.05 Cr
Automobiles
6.08%
4
₹268.46 Cr
Automobiles
5.18%
5
₹234.86 Cr
Auto Components
4.54%
6
₹233.18 Cr
Auto Components
4.50%
7
₹230.83 Cr
Auto Components
4.46%
8
₹160.22 Cr
Auto Components
3.09%
9
₹151.80 Cr
Agricultural, Commercial & Construction Vehicles
2.93%
10
₹146.74 Cr
Auto Components
2.83%
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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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