Aditya Birla Sun Life Transportation and Logistics Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Transportation and Logistics Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹500
AUM (Fund size)
₹1,492 Cr
Lock In Period
N/A
Expense Ratio
2.08
Exit Load
For redemption / switch-out of units on or before 365 days from the date of allotment: 1.00% of applicable NAV.For redemption / switch-out of units after 365 days from the date of allotment - Nil.
Benchmark
NIFTY Transportation & Logistics Total Return
Summary
Aditya Birla Sun Life Transportation and Logistics Fund Growth NAV is ₹15.39 as of 22 Jun, 2026. Aditya Birla Sun Life Transportation and Logistics Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Transportation and Logistics Fund Growth is ₹100. The AUM of Aditya Birla Sun Life Transportation and Logistics Fund Growth is ₹1,492 Cr. The expense ratio of the fund is 2.08%, and its benchmark is NIFTY Transportation & Logistics Total Return. The current exit load of the fund is For redemption / switch-out of units on or before 365 days from the date of allotment: 1.00% of applicable NAV.For redemption / switch-out of units after 365 days from the date of allotment - Nil.. In the last 1M months, Aditya Birla Sun Life Transportation and Logistics Fund Growth has delivered 8.69% returns.
Aditya Birla Sun Life Transportation and Logistics Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 8.69 | 0.24 | 13.06 |
| 6M | 1.58 | 1.77 | 125.97 |
| 1Y | 15.63 | 4.54 | 202.92 |
| 3Y | 0.00 | 13.01 | 342.40 |
Portfolio Analysis
- Equity: 97.05%
- Debt: 2.95%
- Others
As on: 2026-05-31
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About Fund Aditya Birla Sun Life Transportation and Logistics Fund Growth
Aditya Birla Sun Life Transportation and Logistics Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,492 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 2.08. Under the expert guidance of Dhaval Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Dhaval Shah
Mr. Dhaval Shah holds B.Com, CFA, MMS - Finance (Post graduation). He has worked with Morgan Stanley Investment Management, Reliance Capital Asset Management Ltd. and Edelweiss Securities.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HSBC India Export Opportunities Fund Growth | 0 | 1206.79 CR | 2.2 |
| Union Consumption Fund Growth | 0 | 314.76 CR | 2.41 |
| Aditya Birla Sun Life Transportation and Logistics Fund Growth | 0 | 1491.9 CR | 2.08 |
| HDFC Defence Fund Growth | 5 | 9724.27 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1256.27 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC India Export Opportunities Fund Growth | 12.0138 | 0 |
| This FundUnion Consumption Fund Growth | 0 | 0 |
| This FundAditya Birla Sun Life Transportation and Logistics Fund Growth | 15.6273 | 0 |
| This FundHDFC Defence Fund Growth | 14.9064 | 189.4226 |
| This FundNippon India Taiwan Equity Fund Growth | 198.7903 | 324.3981 |
Aditya Birla Sun Life Transportation and Logistics Fund Growth FAQs
Aditya Birla Sun Life Transportation and Logistics Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Aditya Birla Sun Life Transportation and Logistics Fund Growth is 2.08. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Transportation and Logistics Fund Growth’s fund performance is as follows:
- 1 Month : 8.69%
- 6 Months : 1.58%
- 1 Year : 15.63%
- 3 Years : 0.00%
You can invest in Aditya Birla Sun Life Transportation and Logistics Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Aditya Birla Sun Life Transportation and Logistics Fund Growth is ₹1,492 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Transportation and Logistics Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
