Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,807.69 Cr
Expense Ratio
2.27%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹100.00
Launch Date
17 Nov 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -6.71% | -- |
| 3 Months | +4.13% | -- |
| 6 Months | +23.31% | -- |
| 1 Year | +9.48% | +9.48% |
| 2 Years | -- | +1.85% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +64% | +18.8% |
Holdings as on 5 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Ltd | 214.97 | 11.89 |
| Eternal | 150.53 | 8.33 |
| Eicher Motors | 133.05 | 7.36 |
| TVS Motor Company | 132.80 | 7.35 |
| Bajaj Auto | 94.85 | 5.25 |
| Sedemac Mechatronics Ltd | 83.64 | 4.63 |
| Minda Corporation | 69.63 | 3.85 |
| Sansera Engineering | 65.64 | 3.63 |
| Tata Motors | 65.44 | 3.62 |
| Maruti Suzuki India | 63.42 | 3.51 |
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 |
|---|---|---|---|
| Aditya Birla Sun Life Business Cycle Fund Regular Growth | +4.18% | +10.5% | -- |
| ICICI Prudential MNC Fund Regular Growth | +1.55% | +8.03% | +9.6% |
| Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth | +9.48% | -- | -- |
| Canara Robeco Manufacturing Fund Regular Growth | +8.2% | -- | -- |
| Sundaram Business Cycle Fund Regular Growth | -1.43% | -- | -- |
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 1807.69 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 2.27%. 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 High & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mahindra & Mahindra Ltd, Eternal, Eicher Motors, TVS Motor Company.
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 Aditya Birla Sun Life Business Cycle Fund Regular Growth, ICICI Prudential MNC Fund Regular Growth, Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth, Canara Robeco Manufacturing Fund Regular Growth, Sundaram Business Cycle 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 High risk & High return.
Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is managed by Dhaval Shah.
The expense ratio of Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is 2.27%.
The 5 year annualized return on Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth is 0.00% & it has generated 9.48% 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 1807.69 crores.
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