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SBI Automotive Opportunities Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
35
Aug 2026
Equity Holdings
₹6,187.46 Cr
Equity only, excl. debt & cash
AAUM
₹5,104.45 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
32.3%
Moderate
Top 10 Weight
51.6%
Moderate
Changes
35
3 new · 0 exits
Top Sector
Auto Components
48.7% 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 SBI Automotive Opportunities Fund added 3 new stocks to its portfolio this month. The biggest new buy was Dhoot Transmission Ltd (Automobile and Auto Components) at 3.81% weight. Among existing holdings, Balkrishna Industries Limited saw the biggest increase — now at 1.72% of the portfolio. Maruti Suzuki India Limited was trimmed the most, now at 4.27%. Mahindra & Mahindra Limited remains the top holding with Auto Components the dominant sector at 48.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Auto Components 47.6% 45.5% -2.1%
Automobiles 40.1% 42.3% +2.2%
Industrial Products 7.1% 6.6% -0.5%
Agricultural, Commercial & Construction Vehicles 3.1% 3.0% -0.1%
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%
🟢
Biggest New Buy
Dhoot Transmission Ltd
3.81% weight · Automobile and Auto Components
Biggest Add
Balkrishna Industries Limited
+1.15% · now 1.72%
Biggest Trim
Maruti Suzuki India Limited
-3.15% · now 4.27%
🤝 Other funds also bought this month
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund
Sundaram Business Cycle Fund Direct Plan Growth + more
Shriram Pistons & Rings Limited 25 funds
Shriram Pistons & Rings Limited
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Edelweiss Business Cycle Fund - Direct Plan - Growth
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH + more
Motherson Sumi Wiring India Limited 11 funds
Motherson Sumi Wiring India Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Mirae Asset BSE Select IPO ETF
CANARA ROBECO AGGRESSIVE HYBRID FUND + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries ↑ 13 Increased ↓ 19 Decreased
#StockSectorWeight (Aug 2026)
1
Dhoot Transmission Ltd
₹241.83 Cr
Automobile and Auto Components 3.81%
2
Shriram Pistons & Rings Limited
₹75.38 Cr
Auto Components 1.19%
3
Motherson Sumi Wiring India Limited
₹44.15 Cr
Auto Components 0.70%
#StockSectorJul 2026Aug 2026Change
1
Balkrishna Industries Limited
₹109.40 Cr
Auto Components 0.57% 1.72% +1.15%
2
Happy Forgings Limited
₹225.60 Cr
Industrial Products 2.87% 3.55% +0.68%
3
Bosch Limited
₹225.00 Cr
Auto Components 2.86% 3.54% +0.68%
4
Tata Motors Ltd
₹235.55 Cr
Agricultural, Commercial & Construction Vehicles 3.04% 3.71% +0.67%
5
Ather Energy Limited
₹219.87 Cr
Automobiles 2.80% 3.46% +0.66%
6
Ask Automotive Limited
₹135.38 Cr
Auto Components 1.65% 2.13% +0.48%
7
Tenneco Clean Air India Limited
₹132.35 Cr
Auto Components 1.67% 2.08% +0.41%
8
Sansera Engineering Limited
₹200.90 Cr
Auto Components 2.91% 3.16% +0.25%
9
Sundram Fasteners Limited
₹120.39 Cr
Auto Components 1.70% 1.90% +0.20%
10
Samvardhana Motherson International Limited
₹273.09 Cr
Auto Components 4.19% 4.30% +0.11%
#StockSectorJul 2026Aug 2026Change
1
Maruti Suzuki India Limited
₹270.94 Cr
Automobiles 7.42% 4.27% -3.15%
2
Mahindra & Mahindra Limited
₹820.50 Cr
Automobiles 15.95% 12.92% -3.03%
3
Eicher Motors Limited
₹357.91 Cr
Automobiles 7.08% 5.64% -1.44%
4
TVS Motor Company Limited
₹312.57 Cr
Automobiles 6.00% 4.92% -1.08%
5
Bharat Forge Limited
₹252.59 Cr
Auto Components 4.59% 3.98% -0.61%
6
Gabriel India Limited
₹189.80 Cr
Auto Components 3.31% 2.99% -0.32%
7
Belrise Industries Ltd.
₹116.17 Cr
Auto Components 2.06% 1.83% -0.23%
8
Hyundai Motor India Ltd
₹154.35 Cr
Automobiles 2.65% 2.43% -0.22%
9
Sona BLW Precision Forgings Limited
₹284.57 Cr
Auto Components 4.68% 4.48% -0.20%
10
Schaeffler India Limited
₹96.36 Cr
Auto Components 1.70% 1.52% -0.18%

What Stocks Does This Fund Hold?

35 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹820.50 Cr
Automobiles
12.92%
2
₹357.91 Cr
Automobiles
5.64%
3
₹312.57 Cr
Automobiles
4.92%
4
₹284.57 Cr
Auto Components
4.48%
5
₹273.09 Cr
Auto Components
4.30%
6
₹270.94 Cr
Automobiles
4.27%
7
₹252.59 Cr
Auto Components
3.98%
8
₹241.83 Cr
Automobile and Auto Components
3.81%
9
₹235.55 Cr
Agricultural, Commercial & Construction Vehicles
3.71%
10
₹225.60 Cr
Industrial Products
3.55%
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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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