INCOME TAX10 Sept 2026
Auto and transportation mutual funds: SBI tops with 26% 1-year return, while the benchmark index gains just 2%
Auto and transportation mutual funds show a wide gap in one-year returns. SBI Automotive Opportunities Fund led at 26.25%, while UTI Transportation & Logistics Fund was last at 1.98%. The category average was 6.66%, and the BSE Auto Total Return Index gained just 1.81%. So if you hold such a sectoral fund, compare it with the category before adding more.
Key Statutory Highlights
- SBI Automotive Opportunities Fund gave a 26.25% one-year return, the best among the auto and transportation schemes listed.
- The category average return was 6.66%, while the BSE Auto TRI delivered only 1.81% over the same one-year period.
- The gap between the best and weakest scheme in the list was more than 24 percentage points.
Actionable Advice for Taxpayers / Founders:Check your own auto and transportation fund's one-year return against the 6.66% category average. Since these are sectoral funds concentrated in one part of the market, returns can differ widely, so please review your holding with a CA instead of assuming last year's top performer will repeat.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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