| Launch date | 27 Oct 2023 |
| Allotment date | 17 Nov 2023 |
| End date | 10 Nov 2023 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.78%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹100 |
Fund management
Dhaval GalaOct 2023 - PresentView details
Fund house & investment objective
| Rank (total assets) | #4 in India |
|---|---|
| Total AUM | ₹4,47,581.93Cr |
| Date of Incorporation | 23 Dec 1994 |
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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 ₹4,47,582 Cr and the Latest NAV as of 01 Jan 2026 is ₹15.96. 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 benchmark | Nifty Transportation & Logistics Total Return Index |
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