Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth
3Y Annualised
%
-1.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-7.51%
-1.23% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
6 years 4 months
9 years 7 months
Fund info
Fund size
₹1430.20 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
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.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
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 from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 1 years, having been launched on 2023-11-17. Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth has ₹1430.20 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth as of Tue Mar 11 2025 is ₹12.03. The fund has an expense ratio of 0.95%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth returns for the last 1 year are -2.66%. Since launch, it has delivered 15.43% average annual returns.
The Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth has the majority of its money invested in Consumer Cyclical, Industrials sectors.
Top 5 Holdings of Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth.
- Mahindra & Mahindra Ltd: 10.73%
- Tata Motors Ltd: 8.84%
- Maruti Suzuki India Ltd: 8.24%
- Zomato Ltd: 7.85%
- InterGlobe Aviation Ltd: 6.55%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2023-11-17 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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