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

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  • Net Change on 10-10-2025

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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 (₹)

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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 3.51 23.36 32.09 1.58 30,802.31
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.48 29.77 28.09 1.76 7,766.16
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -0.58 26.57 29.23 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -0.43 14.38 17.13 1.94 5,613.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -4.04 29.67 33.07 1.80 5,532.51

Fund Holdings as on 30-September-2025

  • Mahindra & Mahindra Limited

  • Eternal Limited

  • Maruti Suzuki India Limited

  • InterGlobe Aviation Limited

  • Samvardhana Motherson International Limited

  • Hero MotoCorp Limited

  • TVS Motor Company Limited

  • Tata Motors Limited

  • Minda Corporation Limited

  • Bajaj Auto Limited

  • Hyundai Motor India Ltd

  • Adani Ports and Special Economic Zone Limited

  • Swiggy Ltd

  • Tube Investments of India Limited

  • Eicher Motors Limited

  • Exide Industries Limited

  • CEAT Limited

  • Pitti Engineering Ltd

  • ZF Commercial Vehicle Control Systems India Limited

  • Ashok Leyland Limited

  • Craftsman Automation Ltd

  • Delhivery Ltd

  • Sansera Engineering Ltd

  • Happy Forgings Ltd

  • Asahi India Glass Limited

  • VRL Logistics Limited

  • Sona BLW Precision Forgings Limited

  • Bharat Forge Limited

  • Ather Energy Ltd

  • Indian Railway Catering & Tourism Corporation Limited

  • Cyient DLM Ltd

  • CMS Info Systems Limited

  • Clearing Corporation of India Limited

  • Net Receivables / (Payables)

  • Western Carriers India Ltd

  • TVS Motor Company Limited (Preference Share)

  • Rolex Rings Limited

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  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • e-Commerce

  • Airlines

  • Automobiles-Trucks/Lcv

  • Logistics

  • Port

  • Forgings

  • Batteries

  • Tyres & Allied

  • Engineering

  • Glass

  • Miscellaneous

  • Travel Services

  • Electronics - Components

  • 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 ₹1,593.17 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 ₹0.06(0.4%)yesterday to ₹15.12.

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