Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth

Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 19 Jan '26
₹15.35
Min. SIP amount
₹100
Fund size
₹1,601.38 Cr
Expense ratio
0.79%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹65,189
+8.65%

Holdings (35)

NameSectorInstrumentsAssets
Mahindra & Mahindra Ltd.AutomobileEquity11.89%
Maruti Suzuki India Ltd.AutomobileEquity9.02%
Eternal Ltd.ServicesEquity7.97%
Samvardhana Motherson International Ltd.AutomobileEquity5.98%
Hero Motocorp Ltd.AutomobileEquity5.22%
Interglobe Aviation Ltd.ServicesEquity5.13%
TVS Motor Company Ltd.AutomobileEquity5.12%
Bajaj Auto Ltd.AutomobileEquity3.68%
Minda Corporation Ltd.AutomobileEquity3.50%
Swiggy Ltd.ServicesEquity3.33%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.05%
Hyundai Motor India Ltd.AutomobileEquity2.70%
Tata Motors Ltd.AutomobileEquity2.57%
Eicher Motors Ltd.AutomobileEquity2.41%
Ceat Ltd.AutomobileEquity2.26%
Ashok Leyland Ltd.AutomobileEquity2.06%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity2.04%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity2.03%
Exide Industries Ltd.Capital GoodsEquity1.81%
Craftsman Automation Ltd.AutomobileEquity1.78%
Sansera Engineering Ltd.AutomobileEquity1.71%
Pitti Engineering Ltd.Capital GoodsEquity1.70%
Happy Forgings Ltd.Metals & MiningEquity1.68%
Asahi India Glass Ltd.ConstructionEquity1.58%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.42%
Gabriel India Ltd.AutomobileEquity1.35%
Tube Investments Of India Ltd.AutomobileEquity1.15%
VRL Logistics Ltd.ServicesEquity1.04%
Delhivery Ltd.ServicesEquity0.94%
Meesho Ltd.ServicesEquity0.81%
Cyient DLM Ltd.Capital GoodsEquity0.75%
CMS Info Systems Ltd.ServicesEquity0.62%
Ather Energy Ltd.AutomobileEquity0.42%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.06%
Rolex Rings LtdCapital GoodsEquity0.02%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-2.3%+8.5%+14.0%+53.7%
Category average (Equity Thematic)----+14.6%--
Rank (Equity Thematic)10810--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

DG
Dhaval Gala
Oct 2023 - Present
View details

Education
Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).

About Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth

Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Dhaval Gala is the Current Fund Manager of Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,30,736 Cr and the Latest NAV as of 19 Jan 2026 is ₹15.35. The Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 365 days. ;

Investment Objective

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 benchmarkNifty Transportation & Logistics Total Return Index

Fund house

Rank (total assets)#4 in India
Total AUM₹4,30,735.61 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
CustodianCitibank NA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,