- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth
Aditya Birla Sun Life Transportation and Logistics Fund Direct Plan Growth
₹ 11.94
NAV (Mar 13)
View Less
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,39,545
Wealth Gained10,72,157
Total Corpus Created (₹)
With CAGR of 15.273 % in 5 yearsHistorical NAV
₹ 11.94
NAV (Mar 13)
Fund Returns
Last 1Y | -1.2% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 15.3% |
6 Month CAGR | -22.4% |
Scheme Information
The Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies following transportation and logistics theme.
Expense Ratio | 0.82 % |
Launched 1Y ago | 2023-11-17 |
AUM in Crores | 1298 |
ISIN | INF209KB15X7 |
Lock-in (days) | No Lock-in |
Benchmark | Nifty Transportation & Logistics Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Transportation and Logistics Fund Direct (G) | 7,11,841 | -20,771 | -1.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Tata Motors Ltd.
10.01%Mahindra & Mahindra Ltd.
9.71%Maruti Suzuki India Ltd.
8.25%Bajaj Auto Ltd.
6.2%Hero Motocorp Ltd.
6.11%
Allocation by Sector
Automobile
65.19%Services
23.36%Capital Goods
5.99%Metals & Mining
2.76%Others
1%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 14,981 cr | ||
₹ 25,723 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7% | 7.4% | ||
7% | 7.7% | ||
6.1% | 5.6% | ||
7.2% | 8% | ||
18.4% | 13.3% |
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,39,545
Wealth Gained10,72,157
Total Corpus Created (₹)
With CAGR of 15.273 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Aditya Birla Sun Life Transportation and Logistics Fund Direct Plan Growth?
What is the current AUM of Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth?
What is the latest NAV of Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth?
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Which are the top sector holdings in Aditya Birla Sun Life Transportation and Logistics Fund Direct Plan?
Which are the top stock holdings in Aditya Birla Sun Life Transportation and Logistics Fund Direct Plan?
What is the asset allocation of Aditya Birla Sun Life Transportation and Logistics Fund Direct Plan Growth?
What has been the performance of Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth returns?
Does Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth have a lock-in period?
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