HDFC Transportation and Logistics Fund vs SBI Automotive Opportunities Fund
Direct Plan, Growth option · Data as on 30-10-2026
HDFC Transportation and Logistics Fund is a Thematic fund and SBI Automotive Opportunities Fund is a Thematic fund. In the year to 30-10-2026, HDFC Transportation and Logistics Fund (Direct) returned 2.5% and SBI Automotive Opportunities Fund (Direct) returned 17.4%. HDFC Transportation and Logistics Fund charges 1.16% a year and SBI Automotive Opportunities Fund 1.01% (Direct plans). Their portfolios overlap 38.3%: they hold 13 of the same securities.
HDFC Transportation and Logistics Fund
Thematic
- 1 year return
- 2.5%
- Expense ratio
- 1.16%
- NAV
- ₹19.23
SBI Automotive Opportunities Fund
Thematic
- 1 year return
- 17.4%
- Expense ratio
- 1.01%
- NAV
- ₹12.90
Which is better, HDFC 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 2.5%.
- SBI Automotive Opportunities costs less: 1.01% a year against 1.16% (Direct plans).
- HDFC Transportation and Logistics fell less in its worst fall since 12-06-2024: −23.5% against −29.2%.
- SBI Automotive Opportunities is the larger fund: ₹6,071 Cr against ₹2,043 Cr.
- Their portfolios overlap 38.3%: 13 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 | HDFC Transportation and Logistics Fund | SBI Automotive Opportunities Fund |
|---|---|---|
| Fund house | HDFC Mutual Fund | SBI Mutual Fund |
| Category | Thematic | Thematic |
| AUM | ₹2,043 Cr (30-09-2026) | ₹6,071 Cr (30-09-2026) |
| NAV | ₹19.23 (Direct) | ₹12.90 (Direct) |
| Expense ratio (Direct) | 1.16% | 1.01% |
| Expense ratio (Regular) | 2.16% | 2.00% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty Transportation & Logistics TRI | Nifty Auto TRI |
| Launch date | 17-08-2023 | 05-06-2024 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Priya Ranjan, MrGopal Agrawal, Bhagyesh Kagalkar | Tanmaya Desai |
| Exit load | In respect of each purchase/switch-in of units, an Exit load of 1% is payable if units are redeemed /switched-out within 30 days from the date of allotment. No Exit Load is payable if units are redeemed / switched out after 30 days from the date of allotment. | Exit load of 1%, if redeemed within 30 days. |
HDFC 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 |
|---|---|---|---|---|---|---|---|
| HDFC Transportation and Logistics Fund (Direct) | −2.96% | −2.89% | +9.43% | +2.52% | +23.46% | -- | -- |
| 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.
HDFC Transportation and Logistics vs SBI Automotive Opportunities: Year-wise Returns
| Year | HDFC Transportation and LogisticsHDFC Transportation and Logistics | SBI Automotive OpportunitiesSBI Automotive Opportunities |
|---|---|---|
| 2026to date | +3.71% | +11.76% |
| 2025 | +21.89% | +22.14% |
| 2024 | +30.09% | -- |
HDFC Transportation and Logistics vs SBI Automotive Opportunities: Rolling Returns
Every holding period of both funds, against Nifty Transportation & Logistics TRI, the benchmark of HDFC Transportation and Logistics Fund
Rolling returns
Every 1-year holding period, 341 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.
HDFC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Transportation and Logistics | 4.1 | 13.5 | 12.9 | 17.9 | 17.6 | 24.3 | 9.7 | 15.1% | 15.6% | −3.9% | 34.6% | 100% |
| 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 | 24.9 | 12.0 | 21.7 | 16.7 | 17.9 | 3.5 | 3.2 | 7.8% | 8.6% | −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.
HDFC 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 |
|---|---|---|---|---|
| HDFC Transportation and LogisticsHDFC Transportation and Logistics Fund (Direct) | ₹2,90,000 | ₹3,31,869 | ₹41,869 | 11.2% |
| SBI Automotive OpportunitiesSBI Automotive Opportunities Fund (Direct) | ₹2,90,000 | ₹3,52,836 | ₹62,836 | 16.6% |
HDFC Transportation and LogisticsHDFC 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.
HDFC 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 | HDFC Transportation and Logistics Fund (Direct) | SBI Automotive Opportunities Fund (Direct) |
|---|---|---|
| Return (CAGR) | +2.52% | +17.36% |
| Standard deviation | 18.81% | 19.22% |
| Sharpe ratio | -0.14 | 0.63 |
| Sortino ratio | -0.20 | 0.90 |
| Maximum drawdown | −16.7% (30-03-2026) | −13.5% (23-03-2026) |
| Beta | 0.87 | 0.85 |
| Alpha | +7.28% | +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 | HDFC Transportation and Logistics Fund (Direct) | SBI Automotive Opportunities Fund (Direct) |
|---|---|---|
| Return (CAGR) | +22.64% | +9.54% |
| Standard deviation | 16.73% | 17.80% |
| Sharpe ratio | 0.99 | 0.21 |
| Sortino ratio | 1.40 | 0.30 |
| Maximum drawdown | −23.5% (07-04-2025) | −29.2% (07-04-2025) |
| Beta | 0.87 | 0.85 |
| Alpha | +6.86% | +7.49% |
From daily NAVs, 17-08-2023 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.
HDFC 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 |
|---|---|---|---|---|---|---|
| HDFC Transportation and Logistics Fund (Direct) | −23.5% | 27-09-2024 | 07-04-2025 | 18-08-2025 | 4 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.
HDFC 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 |
|---|---|---|---|
| HDFC Transportation and Logistics Fund (Direct) | 115% | 89% | 5.02% |
| 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.
HDFC Transportation and Logistics vs SBI Automotive Opportunities: Portfolio Overlap
From each fund's latest monthly portfolio: HDFC Transportation and Logistics Fund, September 2026; SBI Automotive Opportunities Fund, September 2026
Holdings in common
- Overlap
- 38.3%
- Held by both
- 13
- Only in HDFC Transportation and Logistics
- 22
- Only in SBI Automotive Opportunities
- 23
| Security | % of HDFC Transportation and Logistics | % of SBI Automotive Opportunities |
|---|---|---|
| Sona Blw Precision Forgings | 6.91% | 4.79% |
| Eicher Motors Ltd. | 8.75% | 4.71% |
| Maruti Suzuki India Limited | 8.79% | 3.84% |
| Tata Motors Limited | 6.81% | 3.75% |
| Bosch Limited | 7.91% | 3.49% |
| Sedemac Mechatronics Limited | 2.93% | 3.11% |
| Gabriel India Ltd. | 4.81% | 2.92% |
| Mahindra & Mahindra Ltd. | 2.89% | 12.15% |
| Hyundai Motor India Limited | 5.62% | 2.51% |
| Dhoot Transmission Limited | 2.21% | 3.43% |
| Bharat Forge Ltd. | 2.12% | 3.81% |
| Balkrishna Industries Ltd. | 2.12% | 1.88% |
| TENNECO CLEAN AIR INDIA LIMITED | 0.30% | 2.09% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 38.3% means 38.3% 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 HDFC Transportation and Logistics Fund
| Security | % of fund |
|---|---|
| Eternal Limited | 9.40% |
| MRF Ltd. | 3.00% |
| Swiggy Limited | 2.33% |
| Varroc Engineering Limited | 2.31% |
| JSW Infrastructure Limited | 2.27% |
Largest holdings only in SBI Automotive Opportunities Fund
| Security | % of fund |
|---|---|
| TVS Motor Company Ltd. | 4.87% |
| Samvardhana Motherson International Ltd. | 4.30% |
| Sansera Engineering Ltd. | 3.59% |
| Ather Energy Ltd. | 3.00% |
| Happy Forgings Ltd. | 2.86% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | HDFC Transportation and Logistics | SBI Automotive Opportunities |
|---|---|---|
| Equity | 99.8% | 97.0% |
| Debt | 0.0% | 0.1% |
| Cash and others | 0.2% | 2.9% |
Market cap of stocks
| Market cap | HDFC Transportation and Logistics | SBI Automotive Opportunities |
|---|---|---|
| Large Cap | 42.3% | 36.9% |
| Mid Cap | 28.6% | 19.4% |
| Small Cap | 25.2% | 37.4% |
| Not on AMFI's list | 3.7% | 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 | HDFC Transportation and Logistics | SBI Automotive Opportunities |
|---|---|---|
| Auto Components | 45.9% | 54.7% |
| Automobiles | 26.2% | 31.8% |
| Retailing | 11.7% | 0.0% |
| Agricultural, Commercial & Construction Vehicles | 8.1% | 3.8% |
| Industrial Products | 2.0% | 6.8% |
| Transport Services | 3.6% | 0.0% |
| Transport Infrastructure | 2.3% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
HDFC Transportation and Logistics vs SBI Automotive Opportunities: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | HDFC Transportation and Logistics Fund | SBI Automotive Opportunities Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.16% | 1.01% |
| Base expense ratio (Direct) | 0.88% | 0.72% |
| Total expense ratio (Regular) | 2.16% | 2.00% |
| Base expense ratio (Regular) | 1.76% | 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
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Compare SBI Automotive Opportunities with
HDFC Transportation and Logistics Fund vs SBI Automotive Opportunities Fund: Frequently Asked Questions
What is the difference between HDFC Transportation and Logistics Fund and SBI Automotive Opportunities Fund?
HDFC Transportation and Logistics Fund is a Thematic fund, SBI Automotive Opportunities Fund is a Thematic fund, run by HDFC Mutual Fund and SBI Mutual Fund. Their portfolios overlap 38.3%. HDFC Transportation and Logistics Fund charges 1.16% a year and SBI Automotive Opportunities Fund 1.01%.
Which has given higher returns, HDFC Transportation and Logistics Fund or SBI Automotive Opportunities Fund?
Over 1 year: HDFC Transportation and Logistics Fund +2.52%, SBI Automotive Opportunities Fund +17.36%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, HDFC Transportation and Logistics Fund or SBI Automotive Opportunities Fund?
SBI Automotive Opportunities Fund charges less: 1.01% a year against 1.16%. These are the Direct plans' total expense ratios reported to AMFI.
How much do HDFC Transportation and Logistics Fund and SBI Automotive Opportunities Fund overlap?
38.3%. They hold 13 of the same securities, the largest shared ones being SONACOMS, EICHERMOT, MARUTI. From each fund's latest monthly portfolio.
Which is riskier, HDFC Transportation and Logistics Fund or SBI Automotive Opportunities Fund?
On SEBI's riskometer, HDFC 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 18.81% and 19.22% a year.
Can I invest in both HDFC Transportation and Logistics Fund and SBI Automotive Opportunities Fund?
Yes. 38.3% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages HDFC Transportation and Logistics Fund and SBI Automotive Opportunities Fund?
HDFC Transportation and Logistics Fund: Priya Ranjan, MrGopal Agrawal, Bhagyesh Kagalkar. 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.