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

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  • (-1.24%)Nav, as on 11-07-2025

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  • Net Change on 11-07-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 8.36 27.54 31.74 1.60 29,462.53
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 3.06 33.85 31.07 1.77 7,199.55
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -2.57 28.65 30.01 1.82 6,760.92
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 1.82 16.56 19.29 1.93 5,831.87
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -8.21 34.34 31.25 1.79 5,687.15

Fund Holdings as on 30-June-2025

  • Mahindra & Mahindra Limited

  • Tata Motors Limited

  • Eternal Limited

  • InterGlobe Aviation Limited

  • Maruti Suzuki India Limited

  • Samvardhana Motherson International Limited

  • Bajaj Auto Limited

  • TVS Motor Company Limited

  • Hero MotoCorp Limited

  • Hyundai Motor India Ltd

  • Minda Corporation Limited

  • Adani Ports and Special Economic Zone Limited

  • Tube Investments of India Limited

  • CEAT Limited

  • Pitti Engineering Ltd

  • ZF Commercial Vehicle Control Systems India Limited

  • Delhivery Ltd

  • Swiggy Ltd

  • Ashok Leyland Limited

  • Sona BLW Precision Forgings Limited

  • Sansera Engineering Ltd

  • Happy Forgings Ltd

  • Exide Industries Limited

  • Craftsman Automation Ltd

  • VRL Logistics Limited

  • Bharat Forge Limited

  • Clearing Corporation of India Limited

  • CMS Info Systems Limited

  • Indian Railway Catering & Tourism Corporation Limited

  • Cyient DLM Ltd

  • Ather Energy Ltd

  • Western Carriers India Ltd

  • Ramkrishna Forgings Limited

  • Rolex Rings Limited

  • Net Receivables / (Payables)

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  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Automobiles-Trucks/Lcv

  • e-Commerce

  • Airlines

  • Port

  • Forgings

  • Tyres & Allied

  • Engineering

  • Courier Services

  • Logistics

  • Batteries

  • Business Support

  • Miscellaneous

  • Travel Services

  • Electronics - Components

  • Bearings

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Fund Manager

  • Cash

  • Equity

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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 ₹1,511.16 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 down ₹-0.17(-1.24%)yesterday to ₹13.58.

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 and Dhaval Joshi.

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