Aditya Birla Sun Life Transportation and Logistics Fund Growth

Aditya Birla Sun Life Transportation and Logistics Fund Growth

1M
6M
1Y
All
NAV: 15 May '26
₹14.34
Min. for SIP
₹100
Fund size (AUM)
₹1,454.78 Cr
Expense ratio
2.08%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,163
+1.09%
6 months₹30,000₹29,510
-1.63%
1 year₹60,000₹59,768
-0.39%

Holdings (32)

NameSectorInstrumentsAssets
Mahindra & Mahindra Ltd.AutomobileEquity10.75%
Maruti Suzuki India Ltd.AutomobileEquity7.92%
Eternal Ltd.ServicesEquity7.79%
Samvardhana Motherson International Ltd.AutomobileEquity6.65%
TVS Motor Company Ltd.AutomobileEquity5.29%
Hero Motocorp Ltd.AutomobileEquity4.80%
Interglobe Aviation Ltd.ServicesEquity4.80%
Tata Motors Ltd.AutomobileEquity3.91%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.78%
Minda Corporation Ltd.AutomobileEquity3.49%
SEDEMAC Mechatronics Ltd.Capital GoodsEquity3.43%
Bajaj Auto Ltd.AutomobileEquity3.30%
Sansera Engineering Ltd.AutomobileEquity2.82%
Eicher Motors Ltd.AutomobileEquity2.58%
Swiggy Ltd.ServicesEquity2.57%
Sona BLW Precision Forgings Ltd.AutomobileEquity2.48%
Ceat Ltd.AutomobileEquity2.25%
Pitti Engineering Ltd.Capital GoodsEquity2.22%
Happy Forgings Ltd.Metals & MiningEquity2.17%
Ashok Leyland Ltd.AutomobileEquity2.06%
Hyundai Motor India Ltd.AutomobileEquity2.02%
Craftsman Automation Ltd.AutomobileEquity1.96%
SJS Enterprises Ltd.AutomobileEquity1.53%
Gabriel India Ltd.AutomobileEquity1.51%
Asahi India Glass Ltd.ConstructionEquity1.43%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.36%
VRL Logistics Ltd.ServicesEquity1.08%
Meesho Ltd.ServicesEquity0.96%
Tube Investments Of India Ltd.AutomobileEquity0.81%
Cyient DLM Ltd.Capital GoodsEquity0.78%
Ather Energy Ltd.AutomobileEquity0.57%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.06%
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-0.2%+0.9%+19.1%+50.2%
Category average (Equity Thematic)----+14.6%--
Rank (Equity Thematic)81310--

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

DS
Dhaval Shah
May 2026 - Present
View details

Education
Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Experience
Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.

About Aditya Birla Sun Life Transportation and Logistics Fund Growth

Aditya Birla Sun Life Transportation and Logistics Fund 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 Shah is the Current Fund Manager of Aditya Birla Sun Life Transportation and Logistics Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,23,182 Cr and the Latest NAV as of 15 May 2026 is ₹14.34. The Aditya Birla Sun Life Transportation and Logistics Fund 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₹4,23,182.21 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,