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-Growth with 5-year average rolling return of 15.05%, -- 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-Growth has the lowest expense ratio at 0.14% (Direct Plan), followed by HDFC Nifty Auto Index Fund Direct-Growth 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 13 Sectoral-Auto & Transportation mutual funds available in India across different fund houses. You can compare all 13 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: 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-Growth with 25.25% return, Aditya Birla Sun Life Transportation and Logistics Fund Direct-Growth with 16.44% return, and HDFC Transportation and Logistics Fund Direct-Growth with 13.56% return. The category average 1-year return is 12.10%.

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-Growth with a 22.49% CAGR, Aditya Birla Sun Life Transportation and Logistics Fund Direct-Growth with 20.26% CAGR, and HDFC Transportation and Logistics Fund Direct-Growth with 20.11% CAGR. The category average 3-year return stands at 20.31% 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-Growth with a 19.87% CAGR, Aditya Birla Sun Life Transportation and Logistics Fund Direct-Growth with 0.00% CAGR, and HDFC Transportation and Logistics Fund Direct-Growth with 0.00% CAGR. The category average 5-year return is 19.87% CAGR.

Total Schemes

No. of schemes

Total AUM

₹ 0.18Lakh Cr

As on latest

Category Return (5Y)

19.87 %

CAGR

Benchmark

21.86%

NIFTY 500 TRI

Category Returns (%)

Period	1M	6M	1Y	3Y CAGR	5Y CAGR	10Y CAGR	YTD
Sectoral-Auto & Transportation	1.88 %	1.89 %	12.10 %	20.31 %	19.87 %	13.24 %	-0.30 %
Benchmark	-0.13 %	-2.31 %	12.81 %	21.02 %	21.86 %	12.45 %	-4.37 %

Top Sectoral-Auto & Transportation Funds (by AUM)

Fund Name	AUM (₹ Cr)	1Y Return	3Y CAGR	5Y CAGR	Expense Ratio
SBI Automotive Opportunities Fund Direct-GrowthNAV: ₹12.50	5,380.09 Cr	25.25%	-	-	1.04%
UTI Transportation and Logistics Fund Direct-GrowthNAV: ₹331.25	3,962.19 Cr	8.85%	18.40%	19.87%	0.89%
ICICI Prudential Transportation and Logistics Fund Direct-GrowthNAV: ₹21.96	3,490.40 Cr	13.31%	22.49%	-	1.20%
HDFC Transportation and Logistics Fund Direct-GrowthNAV: ₹19.16	1,792.44 Cr	13.56%	-	-	1.11%
Aditya Birla Sun Life Transportation and Logistics Fund Direct-GrowthNAV: ₹16.50	1,573.52 Cr	16.44%	-	-	1.07%
Bandhan Transportation and Logistics Fund Direct-GrowthNAV: ₹20.88	692.80 Cr	13.04%	20.11%	-	1.06%
Kotak Transportation & Logistics Fund Direct-GrowthNAV: ₹11.48	510.32 Cr	6.11%	-	-	0.95%
ICICI Prudential Nifty Auto Index Fund Direct-GrowthNAV: ₹21.60	222.69 Cr	12.35%	20.26%	-	0.35%
Groww Nifty EV & New Age Automotive ETF FoF Direct-GrowthNAV: ₹9.57	167.48 Cr	5.78%	-	-	0.14%
Tata Nifty Auto Index Fund Direct-GrowthNAV: ₹12.19	97.40 Cr	12.09%	-	-	0.49%
Nippon India Nifty Auto Index Fund Direct-GrowthNAV: ₹11.47	43.44 Cr	12.53%	-	-	0.49%
ICICI Prudential Nifty EV & New Age Automotive ETF FoF Direct-GrowthNAV: ₹11.87	42.57 Cr	5.93%	-	-	0.36%
HDFC Nifty Auto Index Fund Direct-GrowthNAV: ₹9.79	-	-	-	-	0.29%

Sectoral-Auto & Transportation vs Other Categories

5Y CAGR Return Comparison

23.72%

20.15%

19.87%

17.82%

17.14%

Thematic-PSU

Thematic-Infrastructure

Sectoral-Auto & Transportation

Thematic-Manufacturing

Mid Cap

Key Insights

Sectoral-Auto & Transportation delivered 19.87% CAGR over the last 5 years.

It ranks #3 out of 27 categories based on 5Y performance.

Above the category average return of 14.22%.

2 categories outperform it, while 24 categories have lower returns.

Top performer: Thematic-PSU (23.72%).

Lowest performer: Sectoral-Technology (6.52%).

Let's have a closer look

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

SBI Automotive Opportunities Fund Direct-Growth

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

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

Min Investment Amt

₹ 5,000.00

AUM

₹ 5,380.09Cr

1Y Returns

25.25%

Expense Ratio

1.04%

UTI Transportation and Logistics Fund Direct-Growth

Fund Performance: UTI Transportation and Logistics Fund Direct-Growth has given 18.40% annualized returns in the past three years and 19.87% in the last 5 years. The UTI Transportation and Logistics Fund Direct-Growth 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-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,962.19Cr

1Y Returns

8.85%

Expense Ratio

0.89%

ICICI Prudential Transportation and Logistics Fund Direct-Growth

Fund Performance: ICICI Prudential Transportation and Logistics Fund Direct-Growth has given 22.49% annualized returns in the past three years. The ICICI Prudential Transportation and Logistics Fund Direct-Growth 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-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,490.40Cr

1Y Returns

13.31%

Expense Ratio

1.20%

HDFC Transportation and Logistics Fund Direct-Growth

Fund Performance: The HDFC Transportation and Logistics Fund Direct-Growth 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-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 1,792.44Cr

1Y Returns

13.56%

Expense Ratio

1.11%

Aditya Birla Sun Life Transportation and Logistics Fund Direct-Growth

Fund Performance: The Aditya Birla Sun Life Transportation and Logistics Fund Direct-Growth 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-Growth via lump sum is ₹ 500.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 500.00

AUM

₹ 1,573.52Cr

1Y Returns

16.44%

Expense Ratio

1.07%

Bandhan Transportation and Logistics Fund Direct-Growth

Fund Performance: Bandhan Transportation and Logistics Fund Direct-Growth has given 20.11% annualized returns in the past three years. The Bandhan Transportation and Logistics Fund Direct-Growth 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-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 692.80Cr

1Y Returns

13.04%

Expense Ratio

1.06%

Kotak Transportation & Logistics Fund Direct-Growth

Fund Performance: The Kotak Transportation & Logistics Fund Direct-Growth 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-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 510.32Cr

1Y Returns

6.11%

Expense Ratio

0.95%

ICICI Prudential Nifty Auto Index Fund Direct-Growth

Fund Performance: ICICI Prudential Nifty Auto Index Fund Direct-Growth has given 20.26% annualized returns in the past three years. The ICICI Prudential Nifty Auto Index Fund Direct-Growth 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-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 222.69Cr

1Y Returns

12.35%

Expense Ratio

0.35%

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

Fund Performance: The Groww Nifty EV & New Age Automotive ETF FoF Direct-Growth 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-Growth via lump sum is ₹ 500.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 500.00

AUM

₹ 167.48Cr

1Y Returns

5.78%

Expense Ratio

0.14%

Tata Nifty Auto Index Fund Direct-Growth

Fund Performance: The Tata Nifty Auto Index Fund Direct-Growth 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-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 97.40Cr

1Y Returns

12.09%

Expense Ratio

0.49%

Nippon India Nifty Auto Index Fund Direct-Growth

Fund Performance: The Nippon India Nifty Auto Index Fund Direct-Growth 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-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 43.44Cr

1Y Returns

12.53%

Expense Ratio

0.49%

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

Fund Performance: The ICICI Prudential Nifty EV & New Age Automotive ETF FoF Direct-Growth 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-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 42.57Cr

1Y Returns

5.93%

Expense Ratio

0.36%

HDFC Nifty Auto Index Fund Direct-Growth

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

Minimum Investment Amount: The minimum amount required to invest in HDFC Nifty Auto Index Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

1Y Returns

Expense Ratio

0.29%

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Frequently asked questions

The largest Sectoral-Auto & Transportation funds by Assets Under Management (AUM) are SBI Automotive Opportunities Fund Direct-Growth with ₹ 5,380.09 crore, UTI Transportation and Logistics Fund Direct-Growth with ₹ 3,962.19 crore, and ICICI Prudential Transportation and Logistics Fund Direct-Growth with ₹ 3,490.40 crore. Together, there are 13 Sectoral-Auto & Transportation funds available in India.