Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth
Get the latest NAV of Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹14.10
▲0.8%1D
NAV as on 09 Jun 2025
24.63%/per year
Since Inception
▲▼
757 people have invested ₹ 16.1L in Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth in the last three months
Aditya Birla Sun Life Transportation and Logistics Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (09-Jun-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Aditya Birla Sun Life Transportation and Logistics Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Aditya Birla Sun Life Transportation and Logistics Fund Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 97.9%
Debt & Cash 2.1%
Aditya Birla Sun Life Transportation and Logistics Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 97.9%
Debt & Cash 2.1%
Top 3 Sectors in April were Consumer Cyclical, Industrial & Tech
Consumer Cyclical
75%
Industrial
24%
Tech
Consumer Cyclical
75%
Industrial
24%
Tech
Aditya Birla Sun Life Transportation and Logistics Fund Holdings Details
as on (31-May-25)
Equity
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.85% |
Benchmark | Nifty Transportation & Logistics TR INR |
| AUM | ₹1377 Cr |
| Inception Date | 17 November, 2023 |
| Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 6.43% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Aditya Birla Sun Life Transportation and Logistics Fund
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth is an equity fund. This fund was started on 17 November, 2023. The fund is managed by Dhaval Gala. The fund could potentially beat inflation in the long-run.
Key Parameters
- Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth has ₹1377 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 0.9.
Returns
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth has given a CAGR return of 24.63% since inception.
Holdings
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial, Tech. Its top holdings are Mahindra & Mahindra Ltd, Tata Motors Ltd, Maruti Suzuki India Ltd, Eternal Ltd, InterGlobe Aviation Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Aditya Birla Sun Life Transportation and Logistics Fund Direct 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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth has no lock in period.
Fund Manager
Dhaval Gala
Fund Manager of Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth, since 17 November 2023
- AUM of the fund stands at 1.4K Cr as of Apr'25
- AUM increased by 33.6 Cr between Apr'25 and Mar'25
More funds from Aditya Birla Sun Life
5Y CAGR
▲ 34.34
5Y CAGR
▲ 28.25
Frequently Asked Questions for Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth
How do I invest in Aditya Birla Sun Life Transportation and Logistics Fund?
- Download the INDmoney app.
- Search for ‘Aditya Birla Sun Life Transportation and Logistics Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.