Aditya Birla Sun Life Transportation and Logistics Fund Regular-IDCW
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Equity, Sectoral-Auto & Transportation, Principal at very high risk
1 Year Return 16.25% at 05 Feb 2026 10:08 AM
Fund Details
NAV 15.23
Sub-Type Sectoral-Auto & Transportation
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 2.22
Fund Size(in Crores) 1601.37
Fund Performance
1 Month -2.49%
3 Month 1.73%
6 Month 10.44%
1 Year 16.25%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.8%) Market Cap Large Cap 68.83 Mid Cap 5.29 Small Cap 24.68 Top Sectors Automobile 68.37 Services 22.89 Capital Goods 4.28 Metals & Mining 1.68 Materials 1.58 Top Holding Eicher Motors 2.41 Cyient DLM 0.75 CMS Info Systems 0.62 Craftsman Automation 1.78 Pitti Engineering 1.7 Bajaj Auto 3.68 Minda Corporation 3.5 TVS Motor Company - Pref. Shares 0.06 ZF Commercial 2.03 Swiggy 3.33 Ceat 2.26 Tata Motors Passenger Vehicles 2.04 Sansera Engineering 1.71 VRL Logistics 1.04 Samvardhana Motherson 5.98 Ashok Leyland 2.06 Hero Motocorp 5.22 Meesho 0.81 Adani Ports and Special Economic Zone 3.05 Hyundai Motor 2.7 Tube Investments Of India 1.15 Gabriel India 1.35 Maruti Suzuki India 9.02 Tata Motors 2.57 Exide Industries 1.81 Ather Energy 0.42 Sona BLW Precision Forgings 1.42 Rolex Rings 0.02 Eternal 7.97 Interglobe Aviation 5.13 Delhivery 0.94 Asahi India Glass 1.58 Mahindra & Mahindra 11.89 Happy Forgings 1.68 TVS Motor Company 5.12
Debt & Others (1.2%) Sector Allocation Net Payables -0.19 Reverse Repo 1.39 Debt Credit Ratings Debt Category Others 1.2
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.11%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Dhaval Joshi
Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Dhaval Gala
Education Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 5
Date of Incorporation 2023-11-17
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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