Money Lancer
Equity: Thematic-Transportation
Aditya Birla Sun Life Mutual Fund
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 · 2.08%Inception · 05-11-2023
NAV
15.87
+0.82% · as of 15-07-2026
Since inception
18.95%
CAGR
Benchmark (inception)
-0.11%
CAGR
Fund size
₹1,492 Cr
AUM
Expense ratio
2.08%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +18.95% CAGR vs benchmark +-0.11%.

Portfolio

Where the money is invested

Top holdings

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.513.37%
ZOMATO  LIMITED EQ7.71%
MARUTI SUZUKI INDIA LIMITED EQ7.61%
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-5.06%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-4.96%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-4.80%
MINDA CORPORATION LIMITED EQ NEW FV RS. 2/-4.09%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-4.02%
Sedemac Mechatronics Ltd.3.89%
TML Commercial Vehicles Ltd.3.53%

Sector allocation

Automobile and Auto Components69.29%
Consumer Services10.99%
Services9.79%
Capital Goods6.98%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 18.9% p.a.
₹10,000
10 years
Projected value
₹35,73,080
Invested: ₹12,00,000
Gained: ₹23,73,080
Start this SIP →

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 Gala
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

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