5 days ago
Auto Funds Diverge Sharply as SBI Leads One-Year Returns
Auto and transportation mutual funds invest in companies linked to cars, transport, and logistics.
Different funds in this group performed very differently over the past year.
SBI Automotive Opportunities Fund had the highest return at 26.25%.
Aditya Birla Sun Life Transportation and Logistics Fund was next at 16.58%.
The category average was 6.66%.
The BSE Auto TRI, a benchmark for auto stocks, rose only 1.81%.
UTI Transportation and Logistics Fund was the weakest listed fund at 1.98%.
This large difference shows that a fund’s investments can strongly affect its results, especially in a concentrated sector.
SBI Automotive Opportunities Fund led the listed schemes with a 26.25% one-year return.
Aditya Birla Sun Life Transportation and Logistics Fund ranked second with a 16.58% return.
The Auto and Transportation category average was 6.66%, versus 1.81% for the BSE Auto TRI.
UTI Transportation and Logistics Fund had the weakest listed performance at 1.98%.
The gap between the strongest and weakest listed funds exceeded 24 percentage points.
- Who
- The listed auto and transportation mutual funds, including SBI Automotive Opportunities Fund and UTI Transportation and Logistics Fund.
- What
- The funds produced widely different one-year returns, with SBI leading and UTI among the weakest.
- Where
- The comparison covers funds in the Auto and Transportation mutual-fund category and the BSE Auto TRI benchmark.
- When
- The returns were measured over one year, with data available as of 9 September 2026.
- Why
- Sectoral funds concentrate investments in specific industries, so portfolio positioning and stock selection can create large performance differences.
Key facts
- Best performer
- SBI Automotive Opportunities Fund: 26.25% over one year
- Second-best performer
- Aditya Birla Sun Life Transportation and Logistics Fund: 16.58%
- Category average
- Auto and Transportation funds: 6.66%
- Benchmark return
- BSE Auto TRI: 1.81%
- Weakest listed performer
- UTI Transportation and Logistics Fund: 1.98%
- Data basis
- Value Research data for direct plans, as of 9 September 2026
- Performance spread
- More than 24 percentage points between the strongest and weakest listed funds
Sources
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