Aditya Birla Sun Life Transportation and Logistics Fund vs SBI Automotive Opportunities Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life Transportation and Logistics Fund is a Thematic fund and SBI Automotive Opportunities Fund is a Thematic fund. In the year to 30-10-2026, Aditya Birla Sun Life Transportation and Logistics Fund (Direct) returned 7.8% and SBI Automotive Opportunities Fund (Direct) returned 17.4%. Aditya Birla Sun Life Transportation and Logistics Fund charges 1.04% a year and SBI Automotive Opportunities Fund 1.01% (Direct plans). Their portfolios overlap 58.4%: they hold 20 of the same securities.
Aditya Birla Sun Life Transportation and Logistics Fund
Thematic
- 1 year return
- 7.8%
- Expense ratio
- 1.04%
- NAV
- ₹16.82
SBI Automotive Opportunities Fund
Thematic
- 1 year return
- 17.4%
- Expense ratio
- 1.01%
- NAV
- ₹12.90
Which is better, Aditya Birla Sun Life Transportation and Logistics or SBI Automotive Opportunities? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- SBI Automotive Opportunities returned more over 1 year: 17.4% against 7.8%.
- SBI Automotive Opportunities costs less: 1.01% a year against 1.04% (Direct plans).
- Aditya Birla Sun Life Transportation and Logistics fell less in its worst fall since 12-06-2024: −28.3% against −29.2%.
- Aditya Birla Sun Life Transportation and Logistics holds more in large companies: 54.9% of the fund in large caps against 36.9%.
- SBI Automotive Opportunities is the larger fund: ₹6,071 Cr against ₹1,726 Cr.
- Their portfolios overlap 58.4%: 20 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life Transportation and Logistics Fund | SBI Automotive Opportunities Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | SBI Mutual Fund |
| Category | Thematic | Thematic |
| AUM | ₹1,726 Cr (30-09-2026) | ₹6,071 Cr (30-09-2026) |
| NAV | ₹16.82 (Direct) | ₹12.90 (Direct) |
| Expense ratio (Direct) | 1.04% | 1.01% |
| Expense ratio (Regular) | 2.22% | 2.00% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty Transportation & Logistics TRI | Nifty Auto TRI |
| Launch date | 20-11-2023 | 05-06-2024 |
| Minimum investment | ₹500 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Dhaval Shah | Tanmaya Desai |
| Exit load | Exit load of 1%, if redeemed within 365 days. | Exit load of 1%, if redeemed within 30 days. |
Aditya Birla Sun Life Transportation and Logistics vs SBI Automotive Opportunities: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Transportation and Logistics Fund (Direct) | −4.38% | −2.55% | +13.42% | +7.75% | -- | -- | -- |
| SBI Automotive Opportunities Fund (Direct) | −3.39% | −0.28% | +11.80% | +17.36% | -- | -- | -- |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | -- | -- | -- |
Category average: the average of the 235 Thematic funds, same plan type.
Aditya Birla Sun Life Transportation and Logistics vs SBI Automotive Opportunities: Year-wise Returns
| Year | Aditya Birla Sun Life Transportation and LogisticsAditya Birla Sun Life Transportation and Logistics | SBI Automotive OpportunitiesSBI Automotive Opportunities |
|---|---|---|
| 2026to date | +6.59% | +11.76% |
| 2025 | +14.35% | +22.14% |
| 2024 | +26.14% | -- |
Aditya Birla Sun Life Transportation and Logistics vs SBI Automotive Opportunities: Rolling Returns
Every holding period of both funds, against Nifty Transportation & Logistics TRI, the benchmark of Aditya Birla Sun Life Transportation and Logistics Fund
Rolling returns
Every 1-year holding period, 342 of them, one for each trading day from 12-06-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life Transportation and Logistics Fund (Direct)
SBI Automotive Opportunities Fund (Direct)
Nifty Transportation & Logistics TRI
to
Jul 2025Oct 2024
to
Oct 2025Jan 2025
to
Jan 2026Apr 2025
to
Apr 2026Jun 2025
to
Jun 2026Sept 2025
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Transportation and Logistics | 23.1 | 4.1 | 12.0 | 24.0 | 21.1 | 7.6 | 8.2 | 10.8% | 12.2% | −8.7% | 30.4% | 56% |
| SBI Automotive Opportunities | 22.3 | 3.5 | 1.7 | 7.2 | 14.2 | 18.5 | 32.7 | 17.0% | 20.5% | −10.0% | 42.7% | 67% |
| Nifty Transportation & Logistics TRI | 25.1 | 12.0 | 21.6 | 16.7 | 17.8 | 3.5 | 3.2 | 7.8% | 8.5% | −10.1% | 27.4% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty Transportation & Logistics TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 12-06-2024. Past returns do not promise future returns.
Aditya Birla Sun Life Transportation and Logistics vs SBI Automotive Opportunities: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 03-06-2024 to 30-10-2026: 29 instalments, ₹2,90,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life Transportation and LogisticsAditya Birla Sun Life Transportation and Logistics Fund (Direct) | ₹2,90,000 | ₹3,31,566 | ₹41,566 | 11.1% |
| SBI Automotive OpportunitiesSBI Automotive Opportunities Fund (Direct) | ₹2,90,000 | ₹3,52,836 | ₹62,836 | 16.6% |
Aditya Birla Sun Life Transportation and LogisticsAditya Birla Sun Life Transportation and Logistics Fund (Direct)
SBI Automotive OpportunitiesSBI Automotive Opportunities Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life Transportation and Logistics vs SBI Automotive Opportunities: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life Transportation and Logistics Fund (Direct) | SBI Automotive Opportunities Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.75% | +17.36% |
| Standard deviation | 19.88% | 19.22% |
| Sharpe ratio | 0.13 | 0.63 |
| Sortino ratio | 0.17 | 0.90 |
| Maximum drawdown | −17.0% (30-03-2026) | −13.5% (23-03-2026) |
| Beta | 0.95 | 0.85 |
| Alpha | +13.44% | +20.19% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Transportation and Logistics Fund (Direct) | SBI Automotive Opportunities Fund (Direct) |
|---|---|---|
| Return (CAGR) | +19.26% | +9.54% |
| Standard deviation | 17.98% | 17.80% |
| Sharpe ratio | 0.74 | 0.21 |
| Sortino ratio | 1.04 | 0.30 |
| Maximum drawdown | −28.3% (07-04-2025) | −29.2% (07-04-2025) |
| Beta | 0.94 | 0.85 |
| Alpha | +4.16% | +7.49% |
From daily NAVs, 21-11-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life Transportation and Logistics Fund (Direct)
SBI Automotive Opportunities Fund (Direct)
Nifty Transportation & Logistics TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Transportation and Logistics Fund (Direct) | −28.3% | 27-09-2024 | 07-04-2025 | 01-07-2026 | 15 months | −9.4% |
| SBI Automotive Opportunities Fund (Direct) | −29.2% | 27-09-2024 | 07-04-2025 | 01-12-2025 | 8 months | −8.7% |
| Nifty Transportation & Logistics TRI | −26.8% | 27-09-2024 | 07-04-2025 | 17-09-2025 | 5 months | −10.8% |
From daily values since 12-06-2024, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Transportation and Logistics Fund (Direct)
SBI Automotive Opportunities Fund (Direct)
Nifty Transportation & Logistics TRI
Against Nifty Transportation & Logistics TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Aditya Birla Sun Life Transportation and Logistics Fund (Direct) | 116% | 95% | 5.35% |
| SBI Automotive Opportunities Fund (Direct) | 120% | 88% | 6.57% |
From month-end values since 12-06-2024. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Aditya Birla Sun Life Transportation and Logistics vs SBI Automotive Opportunities: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Transportation and Logistics Fund, September 2026; SBI Automotive Opportunities Fund, September 2026
Holdings in common
- Overlap
- 58.4%
- Held by both
- 20
- Only in Aditya Birla Sun Life Transportation and Logistics
- 13
- Only in SBI Automotive Opportunities
- 16
| Security | % of Aditya Birla Sun Life Transportation and Logistics | % of SBI Automotive Opportunities |
|---|---|---|
| Mahindra & Mahindra Ltd. | 11.20% | 12.15% |
| TVS Motor Company Ltd. | 7.28% | 4.87% |
| Eicher Motors Ltd. | 6.93% | 4.71% |
| Sansera Engineering Ltd. | 4.29% | 3.59% |
| Tata Motors Ltd. | 3.39% | 3.75% |
| Bosch Ltd. | 3.27% | 3.49% |
| Maruti Suzuki India Ltd. | 3.25% | 3.84% |
| Sedemac Mechatronics Ltd. | 5.48% | 3.11% |
| Samvardhana Motherson International Ltd. | 2.92% | 4.30% |
| Sona Blw Precision Forgings Ltd. | 2.85% | 4.79% |
| Happy Forgings Ltd. | 2.80% | 2.86% |
| Hyundai Motor India Ltd. | 2.30% | 2.51% |
| Minda Corporation Ltd. | 3.92% | 1.91% |
| Belrise Industries Ltd. | 1.61% | 1.98% |
| Craftsman Automation Ltd. | 1.49% | 2.23% |
| Endurance Technologies Ltd. | 1.41% | 1.31% |
| Asahi India Glass Ltd. | 1.38% | 1.11% |
| Ather Energy Ltd. | 1.04% | 3.00% |
| Gabriel India Ltd. | 0.91% | 2.92% |
| Bajaj Auto Ltd. | 4.93% | 0.72% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 58.4% means 58.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life Transportation and Logistics Fund
| Security | % of fund |
|---|---|
| Eternal Ltd. | 8.51% |
| Interglobe Aviation Ltd. | 2.86% |
| Pitti Engineering Ltd. | 2.19% |
| Swiggy Ltd. | 2.00% |
| Ashok Leyland Ltd. | 1.65% |
Largest holdings only in SBI Automotive Opportunities Fund
| Security | % of fund |
|---|---|
| Bharat Forge Ltd. | 3.81% |
| Dhoot Transmission Ltd. | 3.43% |
| UNO Minda Ltd. | 2.54% |
| ASK Automotive Ltd. | 2.15% |
| Kingfa Science & Technology India Ltd. | 2.14% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Transportation and Logistics | SBI Automotive Opportunities |
|---|---|---|
| Equity | 98.5% | 97.0% |
| Debt | 0.0% | 0.1% |
| Cash and others | 1.5% | 2.9% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Transportation and Logistics | SBI Automotive Opportunities |
|---|---|---|
| Large Cap | 54.9% | 36.9% |
| Mid Cap | 14.3% | 19.4% |
| Small Cap | 29.3% | 37.4% |
| Not on AMFI's list | 0.0% | 3.4% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life Transportation and Logistics | SBI Automotive Opportunities |
|---|---|---|
| Auto Components | 31.7% | 54.7% |
| Automobiles | 37.3% | 31.8% |
| Retailing | 11.5% | 0.0% |
| Industrial Products | 2.8% | 6.8% |
| Transport Services | 5.1% | 0.0% |
| Agricultural, Commercial & Construction Vehicles | 5.0% | 3.8% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Transportation and Logistics vs SBI Automotive Opportunities: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Transportation and Logistics Fund | SBI Automotive Opportunities Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.04% | 1.01% |
| Base expense ratio (Direct) | 0.75% | 0.72% |
| Total expense ratio (Regular) | 2.22% | 2.00% |
| Base expense ratio (Regular) | 1.80% | 1.58% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
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Compare SBI Automotive Opportunities with
Aditya Birla Sun Life Transportation and Logistics Fund vs SBI Automotive Opportunities Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Transportation and Logistics Fund and SBI Automotive Opportunities Fund?
Aditya Birla Sun Life Transportation and Logistics Fund is a Thematic fund, SBI Automotive Opportunities Fund is a Thematic fund, run by Aditya Birla Sun Life Mutual Fund and SBI Mutual Fund. Their portfolios overlap 58.4%. Aditya Birla Sun Life Transportation and Logistics Fund charges 1.04% a year and SBI Automotive Opportunities Fund 1.01%.
Which has given higher returns, Aditya Birla Sun Life Transportation and Logistics Fund or SBI Automotive Opportunities Fund?
Over 1 year: Aditya Birla Sun Life Transportation and Logistics Fund +7.75%, SBI Automotive Opportunities Fund +17.36%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life Transportation and Logistics Fund or SBI Automotive Opportunities Fund?
SBI Automotive Opportunities Fund charges less: 1.01% a year against 1.04%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Transportation and Logistics Fund and SBI Automotive Opportunities Fund overlap?
58.4%. They hold 20 of the same securities, the largest shared ones being M&M, TVSMOTOR, EICHERMOT. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Transportation and Logistics Fund or SBI Automotive Opportunities Fund?
On SEBI's riskometer, Aditya Birla Sun Life Transportation and Logistics Fund is rated Very High and SBI Automotive Opportunities Fund Very High. Over 1 years, the standard deviation of daily returns was 19.88% and 19.22% a year.
Can I invest in both Aditya Birla Sun Life Transportation and Logistics Fund and SBI Automotive Opportunities Fund?
Yes. 58.4% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Aditya Birla Sun Life Transportation and Logistics Fund and SBI Automotive Opportunities Fund?
Aditya Birla Sun Life Transportation and Logistics Fund: Dhaval Shah. SBI Automotive Opportunities Fund: Tanmaya Desai.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.