← Equity: Thematic-Transportation
Start this SIP →
Aditya Birla Sun Life Mutual Fund · Equity: Thematic-Transportation
Aditya Birla Sun Life Transportation And Logistics Fund-Regular Growth
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.
EquityBenchmark · Nifty Transportation & Logistics TRITER · 2.24%Inception · 05-11-2023
NAV
₹16.24
+0.99% · as of 12-10-2026
Since inception
18.16%
CAGR
Benchmark (inception)
17.31%
CAGR
Fund size
₹1,726 Cr
AUM
Expense ratio
2.24%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +18.16% CAGR vs benchmark +17.31%.
Portfolio
Where the money is invested
Top holdings
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.513.16%
ZOMATO LIMITED EQ8.21%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-7.80%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-7.75%
Sedemac Mechatronics Ltd.4.30%
BAJAJ AUTO LIMITED EQ4.21%
MINDA CORPORATION LIMITED EQ NEW FV RS. 2/-4.05%
MARUTI SUZUKI INDIA LIMITED EQ3.94%
TML Commercial Vehicles Ltd.3.59%
SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/-3.23%
Sector allocation
Automobile and Auto Components72.43%
Consumer Services11.32%
Capital Goods7.06%
Services6.71%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 18.2% p.a.₹10,000
10 years
Projected value
₹33,97,003
Invested: ₹12,00,000
Gained: ₹21,97,003
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Dhaval Shah
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152161
ISIN (Growth)
INF209KB17X3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Transportation funds
SBI Automotive Opportunities Fund Reg Gr
₹12.56
1Y
+18.3%
3Y
+0.0%
5Y
+0.0%
HDFC Transportation And Logistics Fund Gr
₹18.54
1Y
+2.8%
3Y
+20.6%
5Y
+0.0%
ICICI Pru Transportation And Logistics Fund Gr
₹20.73
1Y
+1.3%
3Y
+17.8%
5Y
+0.0%
Kotak Transportation & Logistics Fund Reg Gr
₹11.52
1Y
-0.3%
3Y
+0.0%
5Y
+0.0%
Bandhan Transportation And Logistics Fund Reg Gr
₹18.99
1Y
-1.6%
3Y
+14.6%
5Y
+0.0%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.