What are the top performing Sectoral-Auto & Transportation funds?

Based on 1-year returns, the top performing Sectoral-Auto & Transportation funds are SBI Automotive Opportunities Fund - Direct Plan with 21.02% return, HDFC Transportation and Logistics Fund - Direct Plan with 12.50% return, and Bandhan Transportation and Logistics Fund - Direct Plan with 12.41% return. The category average 1-year return is 10.37%.

Which are the best Sectoral-Auto & Transportation funds for SIP investment?

Based on average 5-year rolling returns, the best Sectoral-Auto & Transportation funds for SIP are UTI Transportation and Logistics Fund - Direct Plan with 5-year average rolling return of 14.98%, -- with 0.00%, and -- with 0.00%. You can start a SIP in Sectoral-Auto & Transportation funds with as little as ₹100 per month.

What is the minimum amount to invest in Sectoral-Auto & Transportation funds?

You can start investing in Sectoral-Auto & Transportation funds with a minimum SIP of ₹100 per month or a minimum lumpsum of ₹100. The minimum investment varies across fund houses — some funds allow even lower entry points.

How are Sectoral-Auto & Transportation fund returns taxed?

Gains from Sectoral-Auto & Transportation funds held for less than 12 months are taxed at 20% (Short-Term Capital Gains). Gains on units held for 12 months or more are taxed at 12.5% (Long-Term Capital Gains), with ₹1.25 lakh per year being exempt per financial year. Dividends (IDCW) are taxed at your applicable income tax slab rate.

Which Sectoral-Auto & Transportation funds have the lowest expense ratio?

Among Sectoral-Auto & Transportation funds, Groww Nifty EV & New Age Automotive ETF FoF - Direct Plan has the lowest expense ratio at 0.15% (Direct Plan), followed by ICICI Prudential Nifty Auto Index Fund - Direct Plan at 0.29%. Lower expense ratios directly improve your net returns over the long term.

How many Sectoral-Auto & Transportation mutual funds are available in India?

There are currently 12 Sectoral-Auto & Transportation mutual funds available in India across different fund houses. You can compare all 12 funds on Sharpely based on returns, risk, AUM, and expense ratio to find the one that suits your investment goals.

mutual funds category

Sectoral Auto Transportation

Sectoral-Auto & Transportation Funds

Q: Which Sectoral-Auto & Transportation funds have given the best returns over 3 years?

Over a 3-year period, the best performing Sectoral-Auto & Transportation funds are SBI Automotive Opportunities Fund - Direct Plan with a 22.83% CAGR, HDFC Transportation and Logistics Fund - Direct Plan with 22.44% CAGR, and Bandhan Transportation and Logistics Fund - Direct Plan with 21.27% CAGR. The category average 3-year return stands at 21.45% CAGR.

Q: Which Sectoral-Auto & Transportation funds have given the best returns over 5 years?

Over a 5-year period, the top Sectoral-Auto & Transportation funds are SBI Automotive Opportunities Fund - Direct Plan with a 18.48% CAGR, HDFC Transportation and Logistics Fund - Direct Plan with 0.00% CAGR, and Bandhan Transportation and Logistics Fund - Direct Plan with 0.00% CAGR. The category average 5-year return is 18.48% CAGR.

Total Schemes

No. of schemes

Total AUM

₹ 0.17Lakh Cr

As on latest

Category Return (5Y)

18.48 %

CAGR

Benchmark

21.03%

NIFTY 500 TRI

Category Returns (%)

Period	1M	6M	1Y	3Y CAGR	5Y CAGR	10Y CAGR	YTD
Sectoral-Auto & Transportation	0.04 %	-5.96 %	10.37 %	21.45 %	18.48 %	13.23 %	-5.80 %
Benchmark	0.04 %	-7.22 %	12.25 %	23.10 %	21.03 %	12.71 %	-7.87 %

Top Sectoral-Auto & Transportation Funds (by AUM)

Fund Name	AUM (₹ Cr)	1Y Return	3Y CAGR	5Y CAGR	Expense Ratio
SBI Automotive Opportunities Fund - Direct PlanNAV: ₹11.65	5,074.99 Cr	21.02%	-	-	0.83%
UTI Transportation and Logistics Fund - Direct PlanNAV: ₹312.47	3,810.93 Cr	7.80%	19.27%	18.48%	0.84%
ICICI Prudential Transportation and Logistics Fund - Direct PlanNAV: ₹20.49	2,864.45 Cr	10.16%	22.83%	-	0.88%
HDFC Transportation and Logistics Fund - Direct PlanNAV: ₹17.39	1,674.40 Cr	12.50%	-	-	1.01%
Aditya Birla Sun Life Transportation and Logistics Fund - Direct PlanNAV: ₹15.11	1,454.78 Cr	10.39%	-	-	0.86%
Bandhan Transportation and Logistics Fund - Direct PlanNAV: ₹19.67	652.80 Cr	12.41%	21.27%	-	0.86%
Kotak Transportation & Logistics Fund - Direct PlanNAV: ₹10.80	499.46 Cr	6.87%	-	-	0.87%
ICICI Prudential Nifty Auto Index Fund - Direct PlanNAV: ₹20.82	215.31 Cr	11.73%	22.44%	-	0.29%
Groww Nifty EV & New Age Automotive ETF FoF - Direct PlanNAV: ₹9.29	159.28 Cr	4.30%	-	-	0.15%
Tata Nifty Auto Index Fund - Direct PlanNAV: ₹11.75	94.67 Cr	11.47%	-	-	0.47%
Nippon India Nifty Auto Index Fund - Direct PlanNAV: ₹11.05	40.82 Cr	11.80%	-	-	2.39%
ICICI Prudential Nifty EV & New Age Automotive ETF FoF - Direct PlanNAV: ₹11.47	36.86 Cr	3.96%	-	-	0.34%

Sectoral-Auto & Transportation vs Other Categories

5Y CAGR Return Comparison

24.47%

21.44%

18.48%

18.28%

18.27%

Thematic-PSU

Thematic-Infrastructure

Sectoral-Auto & Transportation

Thematic-Manufacturing

Small Cap

Key Insights

Sectoral-Auto & Transportation delivered 18.48% CAGR over the last 5 years.

It ranks #3 out of 24 categories based on 5Y performance.

Above the category average return of 15.13%.

2 categories outperform it, while 21 categories have lower returns.

Top performer: Thematic-PSU (24.47%).

Lowest performer: Sectoral-Technology (8.85%).

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

SBI Automotive Opportunities Fund - Direct Plan

Fund Performance: The SBI Automotive Opportunities Fund - Direct Plan comes under the Equity category of SBI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in SBI Automotive Opportunities Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 5,074.99Cr

1Y Returns

21.02%

Expense Ratio

0.83%

UTI Transportation and Logistics Fund - Direct Plan

Fund Performance: UTI Transportation and Logistics Fund - Direct Plan has given 19.27% annualized returns in the past three years and 18.48% in the last 5 years. The UTI Transportation and Logistics Fund - Direct Plan comes under the Equity category of UTI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in UTI Transportation and Logistics Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,810.93Cr

1Y Returns

7.80%

Expense Ratio

0.84%

ICICI Prudential Transportation and Logistics Fund - Direct Plan

Fund Performance: ICICI Prudential Transportation and Logistics Fund - Direct Plan has given 22.83% annualized returns in the past three years. The ICICI Prudential Transportation and Logistics Fund - Direct Plan comes under the Equity category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Transportation and Logistics Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,864.45Cr

1Y Returns

10.16%

Expense Ratio

0.88%

HDFC Transportation and Logistics Fund - Direct Plan

Fund Performance: The HDFC Transportation and Logistics Fund - Direct Plan comes under the Equity category of HDFC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in HDFC Transportation and Logistics Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 1,674.40Cr

1Y Returns

12.50%

Expense Ratio

1.01%

Aditya Birla Sun Life Transportation and Logistics Fund - Direct Plan

Fund Performance: The Aditya Birla Sun Life Transportation and Logistics Fund - Direct Plan comes under the Equity category of Aditya Birla Sun Life Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Transportation and Logistics Fund - Direct Plan via lump sum is ₹ 500.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 500.00

AUM

₹ 1,454.78Cr

1Y Returns

10.39%

Expense Ratio

0.86%

Bandhan Transportation and Logistics Fund - Direct Plan

Fund Performance: Bandhan Transportation and Logistics Fund - Direct Plan has given 21.27% annualized returns in the past three years. The Bandhan Transportation and Logistics Fund - Direct Plan comes under the Equity category of Bandhan Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Bandhan Transportation and Logistics Fund - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 652.80Cr

1Y Returns

12.41%

Expense Ratio

0.86%

Kotak Transportation & Logistics Fund - Direct Plan

Fund Performance: The Kotak Transportation & Logistics Fund - Direct Plan comes under the Equity category of Kotak Mahindra Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Kotak Transportation & Logistics Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 499.46Cr

1Y Returns

6.87%

Expense Ratio

0.87%

ICICI Prudential Nifty Auto Index Fund - Direct Plan

Fund Performance: ICICI Prudential Nifty Auto Index Fund - Direct Plan has given 22.44% annualized returns in the past three years. The ICICI Prudential Nifty Auto Index Fund - Direct Plan comes under the Equity category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Nifty Auto Index Fund - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 215.31Cr

1Y Returns

11.73%

Expense Ratio

0.29%

Groww Nifty EV & New Age Automotive ETF FoF - Direct Plan

Fund Performance: The Groww Nifty EV & New Age Automotive ETF FoF - Direct Plan comes under the Equity category of Groww Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Groww Nifty EV & New Age Automotive ETF FoF - Direct Plan via lump sum is ₹ 500.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 500.00

AUM

₹ 159.28Cr

1Y Returns

4.30%

Expense Ratio

0.15%

Tata Nifty Auto Index Fund - Direct Plan

Fund Performance: The Tata Nifty Auto Index Fund - Direct Plan comes under the Equity category of Tata Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Tata Nifty Auto Index Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 94.67Cr

1Y Returns

11.47%

Expense Ratio

0.47%

Nippon India Nifty Auto Index Fund - Direct Plan

Fund Performance: The Nippon India Nifty Auto Index Fund - Direct Plan comes under the Equity category of Nippon India Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Nifty Auto Index Fund - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 40.82Cr

1Y Returns

11.80%

Expense Ratio

2.39%

ICICI Prudential Nifty EV & New Age Automotive ETF FoF - Direct Plan

Fund Performance: The ICICI Prudential Nifty EV & New Age Automotive ETF FoF - Direct Plan comes under the Equity category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Nifty EV & New Age Automotive ETF FoF - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 36.86Cr

1Y Returns

3.96%

Expense Ratio

0.34%

Explore Other Categories

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Frequently asked questions

The largest Sectoral-Auto & Transportation funds by Assets Under Management (AUM) are SBI Automotive Opportunities Fund - Direct Plan with ₹ 5,074.99 crore, UTI Transportation and Logistics Fund - Direct Plan with ₹ 3,810.93 crore, and ICICI Prudential Transportation and Logistics Fund - Direct Plan with ₹ 2,864.45 crore. Together, there are 12 Sectoral-Auto & Transportation funds available in India.