Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹1,319.63 Cr
Expense Ratio
2.11%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹100.00
Launch Date
17 Nov 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.85% | -- |
| 3 Months | -7.24% | -- |
| 6 Months | -5.16% | -- |
| 1 Year | +9.46% | +9.46% |
| 2 Years | -- | +4.74% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +43.5% | +15.62% |
Holdings as on 16 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Ltd | 156.42 | 10.75 |
| Maruti Suzuki India | 115.18 | 7.92 |
| Eternal | 113.34 | 7.79 |
| Samvardhana Motherson International | 96.77 | 6.65 |
| TVS Motor Company | 76.96 | 5.29 |
| Hero Motocorp | 69.78 | 4.80 |
| InterGlobe Aviation Ltd | 69.77 | 4.80 |
| Tata Motors | 56.94 | 3.91 |
| Adani Ports and Special Economic Zone | 55.04 | 3.78 |
| Minda Corporation | 50.82 | 3.49 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Invesco India PSU Equity Fund Growth | +8.48% | +27.63% | +23.69% |
| Quant Quantamental Fund Regular Growth | +12.01% | +19.93% | +19.43% |
| Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth | +9.46% | -- | -- |
| WhiteOak Capital Special Opportunities Fund Regular Growth | +8.09% | -- | -- |
| Kotak Active Momentum Fund Regular Growth | -- | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies following transportation and logistics theme.
The Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth has an AUM of 1319.63 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.11%. The minimum investment in Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mahindra & Mahindra Ltd, Maruti Suzuki India, Eternal, Samvardhana Motherson International.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Auto & Truck Parts, Recreational Products, Computer Services.
Some of the similar funds are Invesco India PSU Equity Fund Growth, Quant Quantamental Fund Regular Growth, Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth, WhiteOak Capital Special Opportunities Fund Regular Growth, Kotak Active Momentum Fund Regular Growth. Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth has a Medium risk & Exceptional return.
Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is managed by Dhaval Gala.
The expense ratio of Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is 2.11%.
The 5 year annualized return on Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is 0.00% & it has generated 9.46% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is 500 Rs.
Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth has an AUM of 1319.63 crores.
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