Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Transportation and Logistics Fund (G)

₹ 12.76

NAV (May 05)

16.48%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Scheme Information

Investment Objective

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
2.18 %
Launched 1Y ago
2023-11-17
AUM in Crores
1343.8
ISIN
INF209KB17X3
Lock-in (days)
No Lock-in
Benchmark
Nifty Transportation & Logistics Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Tata Motors Ltd.

10.01%
10.012%

Mahindra & Mahindra Ltd.

9.71%
9.708%

Maruti Suzuki India Ltd.

8.25%
8.254%

Bajaj Auto Ltd.

6.2%
6.195%

Hero Motocorp Ltd.

6.11%
6.112%
See all holdings
right-arrow

Allocation by Sector

Automobile

66.88%
66.876462%

Services

23.84%
23.840078%

Capital Goods

5.05%
5.049342%

Metals & Mining

2.52%
2.517696%

Others

1.16%
1.155664%
See all sectors
right-arrow
comparison

Comparison with Equity Funds

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 16.48% over 1 years. The fund has grown over a period of 1 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Dhaval Gala, Dhaval Joshi.

Nav of Aditya Birla Sun Life Transportation and Logistics Fund (G) as of 5/5/2025 is ₹12.76 with the total AUM as of 5/6/2025 is ₹1343.85. 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 2023-11-17. The category risk of the fund is Very High.

The minimum SIP amount for Aditya Birla Sun Life Transportation and Logistics Fund (G) is ₹1000 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 Total Return Index.

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

Loading...