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Aditya Birla Sun Life Transportation and Logistics Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹1,574 Cr

Lock In Period

N/A

Expense Ratio

2.23

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

Aditya Birla Sun Life Transportation and Logistics Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.890.0716.11
6M14.002.2640.05
1Y20.894.84105.34
3Y0.0012.71199.53

Portfolio Analysis

  • Equity: 98.45%
  • Debt: 1.54%
  • Others
As on: 2026-06-30
View allocation % by

1. Mahindra & Mahindra Limited12.77%
2. Maruti Suzuki India Limited4.67%
3. Hyundai Motor India Ltd1.96%

1. Eicher Motors Limited6.92%
2. TVS Motor Company Limited5.81%
3. Bajaj Auto Limited2.97%
4. Hero MotoCorp Limited0.39%

1. Eternal Limited7.71%
2. Swiggy Ltd2.10%
3. MEESHO LTD0.88%

1. Sansera Engineering Ltd3.32%
2. Craftsman Automation Ltd2.23%
3. Pitti Engineering Ltd2.05%

1. Minda Corporation Limited4.33%
2. SJS Enterprises Pvt Limited1.73%

1. Tata Motors Limited3.73%
2. Ashok Leyland Limited1.85%

1. InterGlobe Aviation Limited5.54%

1. Sedemac Mechatronics Ltd4.98%

1. Sona BLW Precision Forgings Limited2.34%
2. Happy Forgings Ltd2.29%

1. Adani Ports and Special Economic Zone Limited3.82%

1. Bosch Limited3.04%

1. Samvardhana Motherson International Limited2.90%

1. CEAT Limited1.90%

1. Gabriel India Ltd1.69%

1. Asahi India Glass Limited1.34%

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 ₹1,574 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 2.23. 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 NameRatingsAUMExpense Ratio
Bank of India Banking and Financial Services Fund Growth0282 CR2.79
Invesco India Consumption Fund Growth0565 CR2.74
Aditya Birla Sun Life Transportation and Logistics Fund Growth01,573 CR2.23
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundBank of India Banking and Financial Services Fund Growth00
This FundInvesco India Consumption Fund Growth00
This FundAditya Birla Sun Life Transportation and Logistics Fund Growth20.88790
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

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 2.23. 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 : 6.89%
  • 6 Months : 14.00%
  • 1 Year : 20.89%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Transportation and Logistics Fund Growth are updated daily based on NAV of ₹ 16.79 as on Jul 31,2026. Since inception, the return has been 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 ₹1,574 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.