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Aditya Birla SL Transportation and Logistics Fund

Growth
14.440.14% (-0.02)

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Aditya Birla SL Transportation and Logistics Fund

Growth
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,567 Cr
Very High RiskPrinciple investment will be at very high risk
14.440.14% (-0.02)

Price Chart

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EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,567 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6634.591.78
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3947.891.38

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
Nifty Transportation & Logistics - TRI

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Aditya Birla SL Transportation and Logistics Fund37.26%—41.04%
ICICI Pru India Opp Fund31.30%27.96%25.06%
HDFC Manufacturing Fund———
SBI Innovative Opportunities Fund———

Price Comparison

Compare Aditya Birla SL Transportation and Logistics Fund with any MF, ETF, stock or index
Compare Aditya Birla SL Transportation and Logistics Fund with any MF, ETF, stock or index
Aditya Birla SL Transportation and Logistics Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity3.06%96.94%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+11 moreTrucks & BusesRetail - OnlineTwo WheelersAuto PartsFour Wheelers24.18 %8.94 %11.20 %16.88 %18.27 %20.52 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24N/A19.45%17.70%18.39%17.24%20.52%
Four Wheelers as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Mahindra and Mahindra Ltd
    M&M
    3M change : 1.12 %

    Holdings

    10.19 %

    1.12 %
  • Zomato Ltd
    ZOMATO
    3M change : 2.57 %

    Holdings

    9.08 %

    2.57 %
  • Tata Motors Ltd
    TATAMOTORS
    3M change : -2.59 %

    Holdings

    7.87 %

    -2.59 %

AMC Profile

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

  • No.of Schemes

    93

  • Total AUM

    ₹ 3,71,352.48 Cr.

Fund Manager Profile

Dhaval Gala

AUM:  ₹18,203.03 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Qualification

Data not available

Past Experience

Data not available

Funds Managed (14)

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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