Compare Mutual Funds

Insights from Fund Comparison

• Both Quant PSU Fund - Regular (G) and SBI Automotive Opportunities Fund - Regular (G) are Sectoral / Thematic, Equity schemes. Quant PSU Fund - Regular (G) is 2 yrs 2 m old and manages ₹484.62 Crs, whereas SBI Automotive Opportunities Fund - Regular (G) is 1 yrs 10 m old with ₹5,332.87 Crs.
• Both funds are fairly comparable in terms of age and size.
• Quant PSU Fund - Regular (G) has its top 3 sectors in Mining & Mineral products (24.02%), Crude Oil & Natural Gas (12.64%), and Insurance (9.79%), while SBI Automotive Opportunities Fund - Regular (G) focuses on Automobile (41.80%), Auto Ancillaries (37.01%), and Castings, Forgings & Fastners (8.86%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Quant PSU Fund - Regular (G) holds TREPS 02-Mar-2026 DEPO 10 (25.10%), Oil and Natural Gas Corporation Ltd. (10.11%), Life Insurance Corporation Of India (9.79%), Bharat Electronics Ltd (9.57%), and Adani Enterprises Limited (8.29%), whereas SBI Automotive Opportunities Fund - Regular (G) holds Mahindra & Mahindra Ltd. (14.53%), Eicher Motors Ltd. (8.11%), TVS Motor Company Ltd. (5.81%), Maruti Suzuki India Ltd. (5.71%), and Bharat Forge Ltd. (4.73%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Quant PSU Fund - Regular (G) has 67.80% equity and 4.91% debt, while SBI Automotive Opportunities Fund - Regular (G) has 97.93% equity and 0.09% debt.
• SBI Automotive Opportunities Fund - Regular (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Quant PSU Fund - Regular (G) showed short-term strength over 3 Months, 6 Months (returns: -12.90%, -9.97%), outperforming SBI Automotive Opportunities Fund - Regular (G) by 2.05%, 6.91%. However, other periods (1 Year, returns: -6.17% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.