Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Regular Plan

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  • Net Change on 12-12-2025

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Transportation & Logistics - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 8.82 22.51 27.03 1.57 33,946.37
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 0.44 27.63 23.62 1.75 8,303.72
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 2.41 23.54 24.98 1.82 6,646.79
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 2.56 13.60 14.77 1.94 5,769.40
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 1.51 26.22 28.49 1.85 5,762.54

Fund Holdings as on 30-November-2025

  • Mahindra & Mahindra Limited

  • Eternal Limited

  • Maruti Suzuki India Limited

  • InterGlobe Aviation Limited

  • Samvardhana Motherson International Limited

  • Hero MotoCorp Limited

  • TVS Motor Company Limited

  • Bajaj Auto Limited

  • Minda Corporation Limited

  • Adani Ports and Special Economic Zone Limited

  • Hyundai Motor India Ltd

  • Swiggy Ltd

  • Eicher Motors Limited

  • CEAT Limited

  • Tata Motors Limited

  • Exide Industries Limited

  • Tube Investments of India Limited

  • Tata Motors Passenger Vehicles Limited

  • Ashok Leyland Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Pitti Engineering Ltd

  • Sansera Engineering Ltd

  • Craftsman Automation Ltd

  • Asahi India Glass Limited

  • Happy Forgings Ltd

  • Sona BLW Precision Forgings Limited

  • Delhivery Ltd

  • Gabriel India Ltd

  • VRL Logistics Limited

  • Cyient DLM Ltd

  • Clearing Corporation of India Limited

  • CMS Info Systems Limited

  • Ather Energy Ltd

  • TVS Motor Company Limited (Preference Share)

  • Net Receivables / (Payables)

  • Rolex Rings Limited

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  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • e-Commerce

  • Airlines

  • Automobiles-Trucks/Lcv

  • Port

  • Logistics

  • Tyres & Allied

  • Batteries

  • Engineering

  • Glass

  • Forgings

  • Electronics - Components

  • Miscellaneous

  • Business Support

  • Bearings

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About Aditya Birla Sun Life Transportation and Logistics Fund

Scheme Analysis

Aditya Birla Sun Life Transportation and Logistics Fund is a Equity - Thematic Fund - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 17-Nov-2023 and currently has an AUM of ₹1,611.45 crore. Aditya Birla Sun Life Transportation and Logistics Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Transportation & Logistics - TRI as secondary index.

The NAV of Aditya Birla Sun Life Transportation and Logistics Fund ended up ₹0.11(0.73%)yesterday to ₹15.25.

Among its top 3 holdings the fund has exposure to Mahindra & Mahindra Limited, and

The Aditya Birla Sun Life Transportation and Logistics Fund is managed by Dhaval Gala .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111