Aditya Birla Sun Life Transportation and Logistics Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

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)

₹1,691 Cr

Lock In Period

N/A

Expense Ratio

2.27

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(%)
1M11.700.1912.13
6M17.362.4820.59
1Y22.094.6236.41
3Y0.0012.82112.11

Portfolio Analysis

  • Equity: 97.47%
  • Debt: 2.55%
  • Others
As on: 2026-07-31
View allocation % by

1. TVS Motor Company Ltd.7.80%
2. Eicher Motors Ltd.7.75%
3. Bajaj Auto Ltd.4.21%
4. Hero MotoCorp Ltd.0.41%

1. Mahindra & Mahindra Ltd.13.16%
2. Maruti Suzuki India Ltd.3.94%
3. Hyundai Motor India Ltd.2.08%

1. Eternal Ltd.8.21%
2. Swiggy Ltd.2.33%
3. Meesho Ltd.0.78%

1. Minda Corporation Ltd.4.05%
2. S.J.S. Enterprises Ltd.1.74%
3. Endurance Technologies Ltd.0.82%

1. Sansera Engineering Ltd.3.23%
2. Pitti Engineering Ltd.1.81%
3. Craftsman Automation Ltd.1.44%

1. Tata Motors Ltd.3.59%
2. Ashok Leyland Ltd.1.81%

1. Sona Blw Precision Forgings Ltd.2.70%
2. Happy Forgings Ltd.2.29%

1. Sedemac Mechatronics Ltd.4.30%

1. Interglobe Aviation Ltd.3.02%

1. Bosch Ltd.2.92%

1. Samvardhana Motherson International Ltd.2.75%

1. Container Corporation of India Ltd.1.40%
2. VRL Logistics Ltd.0.97%

1. Belrise Industries Ltd.1.62%

1. Adani Ports and Special Economic Zone Ltd.1.32%

1. Asahi India Glass Ltd.1.29%

1. Cyient DLM Ltd.1.15%
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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 ₹1,691 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 NameRatingsAUMExpense Ratio
UTI Quant Fund Growth01,539 CR2.13
Kotak Energy Opportunities Fund Growth0275 CR2.57
Aditya Birla Sun Life Transportation and Logistics Fund Growth01,691 CR2.27
ICICI Prudential Transportation and Logistics Fund Growth23,951 CR2.06
HDFC Transportation and Logistics Fund Growth01,955 CR2.15
Fund Name1Y3Y
This FundUTI Quant Fund Growth0.13880
This FundKotak Energy Opportunities Fund Growth4.66750
This FundAditya Birla Sun Life Transportation and Logistics Fund Growth22.0930
This FundICICI Prudential Transportation and Logistics Fund Growth17.171795.2862
This FundHDFC Transportation and Logistics Fund Growth17.51104.7381

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 2.27. 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 : 11.70%
  • 6 Months : 17.36%
  • 1 Year : 22.09%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Transportation and Logistics Fund Growth are updated daily based on NAV of ₹ 17.85 as on Aug 20,2026. 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 ₹1,691 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.