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Home Mf Research Aditya Birla Sun Life Transportation And Logistics Fund Regular Plan Growth
Aditya Birla Sun Life Mutual Fund

Mutual Fund Research

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

Aditya Birla Sun Life Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,034.91 +3.49%
Two Week 2026-10-19 ₹1,000.00 ₹1,020.91 +2.09%
One Month 2026-10-05 ₹1,000.00 ₹1,010.96 +1.10%
Three Months 2026-08-05 ₹3,000.00 ₹2,934.00 -2.20%
Six Months 2026-05-07 ₹6,000.00 ₹6,222.94 +3.72%
One Year 2025-11-03 ₹12,000.00 ₹13,049.54 +8.75%
Since Inception 2023-11-17 ₹37,000.00 ₹44,539.23 +20.38%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Automobiles 37.31%
Auto Components 31.70%
Retailing 11.46%
Transport Services 5.06%
Agricultural, Commercial & Construction Vehicles 5.04%
Industrial Products 2.80%
Industrial Manufacturing 2.19%
Other 1.54%
Aerospace & Defense 1.53%
Transport Infrastructure 1.38%

Top Holdings

Company-wise portfolio exposure

Mahindra & Mahindra Ltd. 11.20%
Eternal Ltd. 8.51%
TVS Motor Company Ltd. 7.28%
Eicher Motors Ltd. 6.93%
Sedemac Mechatronics Ltd. 5.48%
Bajaj Auto Ltd. 4.93%
Sansera Engineering Ltd. 4.29%
Minda Corporation Ltd. 3.92%
Tata Motors Ltd. 3.39%
Bosch Ltd. 3.27%
Maruti Suzuki India Ltd. 3.25%
Samvardhana Motherson International Ltd. 2.92%
Interglobe Aviation Ltd. 2.86%
Sona Blw Precision Forgings Ltd. 2.85%
Happy Forgings Ltd. 2.80%
Hyundai Motor India Ltd. 2.30%
Pitti Engineering Ltd. 2.19%
Swiggy Ltd. 2.00%
Ashok Leyland Ltd. 1.65%
Belrise Industries Ltd. 1.61%
S.J.S. Enterprises Ltd. 1.61%
Cyient DLM Ltd. 1.53%
Craftsman Automation Ltd. 1.49%
Endurance Technologies Ltd. 1.41%
Asahi India Glass Ltd. 1.38%
Adani Ports and Special Economic Zone Ltd. 1.38%
Container Corporation of India Ltd. 1.17%
Ather Energy Ltd. 1.04%
VRL Logistics Ltd. 1.03%
Meesho Ltd. 0.95%
Gabriel India Ltd. 0.91%
Tube Investments of India Ltd. 0.55%
Hero MotoCorp Ltd. 0.39%
TREPS 2.04%
Net Receivable / Payable -0.50%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
19.31%
Return volatility
β
Beta
0.97
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from Aditya Birla Sun Life Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Regular Plan - Growth 19.37% 20.89% 8.17%
Aditya Birla Sun Life Silver ETF - Regular Plan 17.75% 34.32% 23.89%
Aditya Birla Sun Life US Equity Passive FOF - Regular Plan - Growth 17.49% 28.56% 16.89%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth 17.15% 18.78% 14.02%
Aditya Birla Sun Life Silver ETF Fund Of Fund - Regular Plan - Growth 15.78% 32.48% 22.80%
Aditya Birla Sun Life Gold ETF - Regular Plan 13.38% 29.89% 22.50%
Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth 13.11% 19.23% 18.87%
Aditya Birla Sun Life Gold Fund - Regular Plan - Growth 12.45% 29.32% 9.82%
Aditya Birla Sun Life Nifty Healthcare ETF - Regular Plan 12.08% 21.22% 14.17%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 11.71% 19.05% 11.96%

Returns are historical and do not guarantee future performance.

View All Aditya Birla Sun Life Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.24%
Expense Ratio (Direct)
1.06%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Transportation & Logistics TRI

Exit Load

Charges that may apply when you redeem units

For redemption/switch-out of units on or before 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 365 days from the date of allotment: Nil.
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