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Aditya Birla Sun Life Mutual Fund · Equity: Thematic-Transportation
Aditya Birla Sun Life Transportation and Logistics Fund-Regular Growth
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. The Scheme does not guarantee/indicate any returns. There is no assurance that the objective of the Scheme will be achieved.
EquityBenchmark · Nifty Transportation & Logistics TRITER · 2.08%Inception · 05-11-2023
NAV
₹14.35
+0.42% · as of 14-05-2026
Since inception
15.59%
CAGR
Benchmark (inception)
-0.29%
CAGR
Fund size
₹15 Cr
AUM
Expense ratio
2.08%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +15.59% CAGR vs benchmark +-0.29%.
Portfolio
Where the money is invested
Top holdings
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.511.31%
MARUTI SUZUKI INDIA LIMITED EQ8.07%
ZOMATO LIMITED EQ7.96%
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-6.36%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-5.62%
HERO MOTOCORP LIMITED EQ FV RS 25.25%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-4.85%
MINDA CORPORATION LIMITED EQ NEW FV RS. 2/-3.74%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-3.30%
BAJAJ AUTO LIMITED EQ3.20%
Sector allocation
Automobile and Auto Components68.92%
Consumer Services11.45%
Capital Goods9.49%
Services9.25%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.6% p.a.₹10,000
10 years
Projected value
₹28,90,104
Invested: ₹12,00,000
Gained: ₹16,90,104
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Dhaval Gala
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152161
ISIN (Growth)
INF209KB17X3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Transportation funds
SBI Automotive Opportunities Fund Reg Gr
₹11.36
1Y
+20.8%
3Y
+0.0%
5Y
+0.0%
HDFC Transportation and Logistics Fund Gr
₹16.95
1Y
+13.2%
3Y
+0.0%
5Y
+0.0%
Bandhan Transportation and LogisticsFund Reg GR
₹18.42
1Y
+11.5%
3Y
+20.0%
5Y
+0.0%
ICICI Pru Transportation and Logistics Fund Gr
₹19.57
1Y
+10.4%
3Y
+22.3%
5Y
+0.0%
Kotak Transportation & Logistics Fund Reg Gr
₹10.71
1Y
+9.4%
3Y
+0.0%
5Y
+0.0%
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