Aditya Birla Sun Life Transportation and Logistics Fund · Regular · Growth
Aditya Birla Sun Life Mutual Fund
NAV
₹17.6200
as of 13 Nov 2026
Expense Ratio
2.18%
AUM
₹1,715 Cr
Lumpsum returns (CAGR)
- 1Y
- +16.38%
- 3Y
- —
- 5Y
- —
- Since Inception
- +20.86%
SIP returns (XIRR)
- 1Y
- +28.52%
- 3Y
- —
- 5Y
- —
- Since Inception
- +16.94%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.79
Sharpe Ratio
+0.19
Alpha
1.20
Beta
0.78
Sortino
18.06%
Std Dev
-17.16%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Automobiles37.31%
- Auto Components31.70%
- Retailing11.46%
- Transport Services5.06%
- Agricultural, Commercial & Construction Vehicles5.04%
- Industrial Products2.80%
- Industrial Manufacturing2.19%
- Aerospace & Defense1.53%
- Transport Infrastructure1.38%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Mahindra & Mahindra Ltd.11.20%
- 2Eternal Ltd.8.51%
- 3Tvs Motor Company Ltd.7.28%
- 4Eicher Motors Ltd.6.93%
- 5Sedemac Mechatronics Ltd.5.48%
- 6Bajaj Auto Ltd.4.93%
- 7Sansera Engineering Ltd.4.29%
- 8Minda Corporation Ltd.3.92%
- 9Tata Motors Ltd.3.39%
- 10Bosch Ltd.3.27%
Investment objective — in the AMC’s words
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.
About This Fund
Aditya Birla Sun Life Transportation and Logistics Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹1,715 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Transportation and Logistics TRI. The current expense ratio is 2.18%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •SIP investors who can benefit from rupee cost averaging during market fluctuations