← SBI Mutual Fund

SBI Automotive Opportunities Fund - Direct Plan - Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
Share: WhatsApp X
Stocks Held
30
Jun 2026
Equity Holdings
₹5,268.31 Cr
Equity only, excl. debt & cash
Top 5 Weight
39.3%
Moderate
Top 10 Weight
57.1%
Moderate
Changes
31
1 new · 2 exits
Top Sector
Auto Components
47.6% of portfolio
📋 What Happened This Month SBI Automotive Opportunities Fund made 1 new addition and exited 2 stocks this month. The biggest new buy was Bosch Limited (Auto Components) at 2.07% weight. Ashok Leyland Limited was the biggest exit (Agricultural, Commercial & Construction Vehicles), which was held at 0.60%. Among existing holdings, Sundram Fasteners Limited saw the biggest increase — now at 1.74% of the portfolio. Tenneco Clean Air India Limited was trimmed the most, now at 2.20%. Mahindra & Mahindra Limited remains the top holding with Auto Components the dominant sector at 47.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
May 2026 Jun 2026
Sector Prev Curr Delta
Auto Components 45.5% 47.6% +2.1%
Automobiles 38.5% 40.1% +1.6%
Industrial Products 7.3% 7.1% -0.2%
Agricultural, Commercial & Construction Vehicles 3.5% 3.1% -0.4%
🟢
Biggest New Buy
Bosch Limited
2.07% weight · Auto Components
🔴
Biggest Exit
Ashok Leyland Limited
0.60% was held · Agricultural, Commercial & Construction Vehicles
Biggest Add
Sundram Fasteners Limited
+1.08% · now 1.74%
Biggest Trim
Tenneco Clean Air India Limited
-0.53% · now 2.20%
🤝 Other funds also bought this month
Bosch Limited 14 funds
Bosch Limited
Groww Nifty EV & New Age Automotive ETF FOF
Aditya Birla Sun Life Transportation and Logistics Fund-Direct Growth
DSP Quant Fund - Direct Plan - Growth + more
👋 Other funds also exited
Ashok Leyland Limited 25 funds
Ashok Leyland Limited
Mirae Asset BSE India Defence ETF
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Rolex Rings Limited 1 fund
Rolex Rings Limited
Axis India Manufacturing Fund - Direct Plan - Growth

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 1 New Entry 🔴 2 Exits ↑ 12 Increased ↓ 16 Decreased
#StockSectorWeight (Jun 2026)
1
Bosch Limited
₹111.15 Cr
Auto Components 2.07%
#StockSectorLast Weight (May 2026)
1
Ashok Leyland Limited
₹31.09 Cr
Agricultural, Commercial & Construction Vehicles 0.60%
2
Rolex Rings Limited
₹8.43 Cr
Auto Components 0.16%
#StockSectorMay 2026Jun 2026Change
1
Sundram Fasteners Limited
₹93.42 Cr
Auto Components 0.66% 1.74% +1.08%
2
Maruti Suzuki India Limited
₹381.11 Cr
Automobiles 6.08% 7.08% +1.00%
3
SEDEMAC MECHATRONICS LTD
₹144.76 Cr
Auto Components 2.07% 2.69% +0.62%
4
Mahindra & Mahindra Limited
₹828.58 Cr
Automobiles 15.00% 15.40% +0.40%
5
Ather Energy Limited
₹171.08 Cr
Automobiles 2.79% 3.18% +0.39%
6
Hyundai Motor India Ltd
₹133.39 Cr
Automobiles 2.23% 2.48% +0.25%
7
Bharat Forge Limited
₹257.29 Cr
Auto Components 4.54% 4.78% +0.24%
8
Gabriel India Limited
₹163.59 Cr
Auto Components 2.80% 3.04% +0.24%
9
Tata Motors Ltd
₹169.18 Cr
Agricultural, Commercial & Construction Vehicles 2.93% 3.14% +0.21%
10
Happy Forgings Limited
₹153.78 Cr
Industrial Products 2.68% 2.86% +0.18%
#StockSectorMay 2026Jun 2026Change
1
Tenneco Clean Air India Limited
₹118.48 Cr
Auto Components 2.73% 2.20% -0.53%
2
Craftsman Automation Limited
₹113.52 Cr
Auto Components 2.63% 2.11% -0.52%
3
Sona BLW Precision Forgings Limited
₹216.97 Cr
Auto Components 4.46% 4.03% -0.43%
4
Eicher Motors Limited
₹367.82 Cr
Automobiles 7.21% 6.84% -0.37%
5
Timken India Limited
₹122.00 Cr
Industrial Products 2.48% 2.27% -0.21%
6
Kingfa Science & Technology (India) Limited
₹103.25 Cr
Industrial Products 2.11% 1.92% -0.19%
7
ZF Commercial Vehicle Control Systems India Limited
₹144.90 Cr
Auto Components 2.83% 2.69% -0.14%
8
UNO Minda Limited
₹143.59 Cr
Auto Components 2.81% 2.67% -0.14%
9
Asahi India Glass Limited
₹68.02 Cr
Auto Components 1.39% 1.26% -0.13%
10
Samvardhana Motherson International Limited
₹236.98 Cr
Auto Components 4.50% 4.40% -0.10%

What Stocks Does This Fund Hold?

30 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹828.58 Cr
Automobiles
15.40%
2
₹381.11 Cr
Automobiles
7.08%
3
₹367.82 Cr
Automobiles
6.84%
4
₹276.85 Cr
Automobiles
5.15%
5
₹257.29 Cr
Auto Components
4.78%
6
₹236.98 Cr
Auto Components
4.40%
7
₹216.97 Cr
Auto Components
4.03%
8
₹171.08 Cr
Automobiles
3.18%
9
₹169.18 Cr
Agricultural, Commercial & Construction Vehicles
3.14%
10
₹166.20 Cr
Auto Components
3.09%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 SBI Mutual Fund — Portfolio & Holdings
See all funds managed by SBI Mutual Fund — conviction stocks, monthly entries & exits

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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.