Aditya Birla Sun Life Transportation and Logistics Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Transportation and Logistics Fund Growth Fund Overview
SIP ₹100 & Lump. ₹500
₹1,808 Cr
N/A
2.27
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.
NIFTY Transportation & Logistics Total Return
Aditya Birla Sun Life Transportation and Logistics Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.41 | -1.18 | 5.80 |
| 6M | 30.10 | 4.47 | 34.42 |
| 1Y | 13.50 | 4.24 | 42.93 |
| 3Y | 0.00 | 13.79 | 196.29 |
Portfolio Analysis
- Equity: 97.85%
- Debt: 2.18%
- Others
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 ₹1,808 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 2.27. 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 |
|---|---|---|---|
| Motilal Oswal Quality Fund Growth | 0 | 0 CR | |
| Quant PSU Fund Growth | 0 | 430 CR | 3.57 |
| Aditya Birla Sun Life Transportation and Logistics Fund Growth | 0 | 1,807 CR | 2.27 |
| ICICI Prudential Transportation and Logistics Fund Growth | 2 | 4,119 CR | 2.08 |
| HDFC Transportation and Logistics Fund Growth | 0 | 2,115 CR | 2.13 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Quality Fund Growth | 0 | 0 |
| This FundQuant PSU Fund Growth | -0.3978 | 0 |
| This FundAditya Birla Sun Life Transportation and Logistics Fund Growth | 13.499 | 0 |
| This FundICICI Prudential Transportation and Logistics Fund Growth | 6.0472 | 72.9751 |
| This FundHDFC Transportation and Logistics Fund Growth | 6.8508 | 85.2973 |
Aditya Birla Sun Life Transportation and Logistics Fund Growth FAQs
- 1 Month : -4.41%
- 6 Months : 30.10%
- 1 Year : 13.50%
- 3 Years : 0.00%
