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Business News/Market/Market Stats/    Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth

Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth

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  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
12.38 -0.29 (-2.29%) NAV as on 25 Apr, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1343.85
  • CAGR -3.36%
  • Exit Load1.00%
  • Expense ratio2.18%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2023-11-17

Morning Star Rating N.A.

Medium
Risk
Return

Asset Allocation

Holdings As On - 27 April 2025

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

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 1343.85 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 2.18%. 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 & - respectively.

 

The top holdings of the fund include Mahindra And Mahindra, Tata Motors, Maruti Suzuki India & Eternal.

 

The major sectors where the fund is invested are Auto & Truck Manufacturers, Recreational Products, Auto & Truck Parts & Constr. & Agric. Machinery.

 

Some of the similar funds are ICICI Prudential Exports and Services Fund Growth, HDFC Housing Opportunities Fund Regular Growth, Bandhan Business Cycle Fund Regular Growth, Bandhan Innovation Fund Regular Growth, Aditya Birla Sun Life Transportation and Logistics 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 about Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth

According to the morning star rating Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth has a Medium risk & return.
Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is managed by Dhaval Gala,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is 2.18%.
The 5 year annualized return on Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is 0.00% & it has generated -3.36% 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 1343.85 crores.
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