• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Transportation and Logistics Fund (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Transportation and Logistics Fund (Growth)

EquitySectoral/ Thematic

14.34

NAV (Jul 19)

45.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.34

NAV (Jul 19)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
43.4%
6 Month CAGR
28.6%

Scheme Information

Investment Objective

The investment objective of 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
2.08
Launched (1y ago)
Nov 17, 2023
AUM in Crores
1377.157
ISIN
INF209KB17X3
Lock-in
No Lock-in
Benchmark
Nifty Transportation & Logistics TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Transportation and Logistics Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 376,618 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.9%

6%

7.4%

6.1%

6.8%

6%

7.3%

6.1%

7.1%

Aditya Birla Sun Life Transportation and Logistics Fund (G) Review

Aditya Birla Sun Life Transportation and Logistics Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 45.7% over a period of 0 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is null.

Nav of Aditya Birla Sun Life Transportation and Logistics Fund (G) as of 7/19/2024 is ₹14.34 with the total AUM as of 7/22/2024 is ₹1377.157. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Transportation and Logistics Fund (G) was launched on Nov 17, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life Transportation and Logistics Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Transportation and Logistics Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Transportation & Logistics TR INR.

Aditya Birla Sun Life Transportation and Logistics Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Transportation and Logistics Fund (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Transportation and Logistics Fund (G)?

Aditya Birla Sun Life Transportation and Logistics Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Transportation and Logistics Fund (G)?

You can invest in Aditya Birla Sun Life Transportation and Logistics Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Transportation and Logistics Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Transportation and Logistics Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Transportation and Logistics Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Transportation and Logistics Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Transportation and Logistics Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Transportation and Logistics Fund (G)?

The expense ratio of the Aditya Birla Sun Life Transportation and Logistics Fund (G) is 2.08% for regular plan.