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Jun 04, 2026


Category Equity
AUM (Cr.) 1,454.78
Exit Load (%) 1.00
Min Inv Lumpsum 500
Expense Ratio 2.08
Sharpe Ratio 5.04
Beta Ratio 0.00
Fund Manager Dhaval Shah
Inception Date Nov 17, 2023
Risk Level Very High

Investment Objective

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.

Invest Now
Nifty Transportation & Logistics TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Aditya Birla SL Transportation and Logistics Fund-Reg (G) 2.29 -3.53 10.07 0 0 16.51
Benchmark - Nifty Transportation & Logistics TRI 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS -0.04 -0.86 4.09 16.53 13.66 9.49
Category Rank 4/10 3/10 3/10 3/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Active Momentum Fund - Reg (G) 13.5369 1.69 24.21 0.00 0.00 395.57 2.47 500.00 invest
Motilal Oswal Active Momentum Fund - Reg (IDCW) 13.5373 1.69 24.21 0.00 0.00 395.57 2.47 500.00 invest
Motilal Oswal Business Cycle Fund - Regular (G) 11.1451 1.50 -8.57 0.00 0.00 1,570.51 2.13 500.00 invest
Motilal Oswal Business Cycle Fund - Regular (IDCW) 11.1452 1.50 -8.57 0.00 0.00 1,570.51 2.13 500.00 invest
Nippon India Taiwan Equity Fund (G) 37.3583 -1.97 217.64 64.03 0.00 1,138.67 2.17 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-M & M Apr 30, 2026 156.42 10.75 -8.83
Equity-Maruti Suzuki Apr 30, 2026 115.18 7.92 -10.39
Equity-Eternal Apr 30, 2026 113.34 7.79 0.30
Equity-Samvardh. Mothe. Apr 30, 2026 96.76 6.65 -9.10
Equity-TVS Motor Co. Apr 30, 2026 76.95 5.29 -9.74
Equity-Hero Motocorp Apr 30, 2026 69.77 4.80 -10.70
Equity-Interglobe Aviat Apr 30, 2026 69.77 4.80 -11.02
Equity-Tata Motors Apr 30, 2026 56.93 3.91 13.93
Equity-Adani Ports Apr 30, 2026 55.03 3.78 8.96
Equity-Minda Corp Apr 30, 2026 50.82 3.49 -6.38

latest news

SCHEME DETAILS

AMC Name
Aditya Birla Sun Life Mutual Fund
Fund Name
Aditya Birla SL Transportation and Logistics Fund-Reg (G)
Contact Person
Dhaval Shah
Registered Address
One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
Telephone No
022 43568000 / 022 43568008
Fax No.
022 43568110/8111
Email
abslamc.cs:adityabirlacapital.com
Website
https://mutualfund.adityabirlacapital.com