Aditya Birla Sun Life Transportation And Logistics Fund Growth Direct Plan

Risk: Very High
₹ 15.60
NAV (Sep 16,2024)

Aditya Birla Sun Life Transportation and Logistics Fund is a growth-oriented direct plan that aims to provide investors with long-term capital appreciation. With an expense ratio of 0.68, this fund has a PE ratio of 38.93 and a PB ratio of 6.69. The scheme's AUM stands at ₹926.87 crore, and the minimum investment required is ₹500. Established on November 17, 2023, this fund offers investors the opportunity to capitalize on the growth potential of the transportation and logistics sector.

Aditya Birla Sun Life Transportation And Logistics Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Transportation And Logistics Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    38.93
  • P/B Ratio
    UM_URBAN_MONEY

    6.69
  • Alpha
    UM_URBAN_MONEY

    0.04
  • Beta
    UM_URBAN_MONEY

    0.76
  • Sharpe
    UM_URBAN_MONEY

    0.36
  • Sortino
    UM_URBAN_MONEY

    0.60

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.68%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 926.87 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 18, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,736.41 (7.36%)₹ 13,175.68 (31.76%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 30,000₹ 32,209.23 (7.36%)₹ 39,527.04 (31.76%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 50,000₹ 53,682.05 (7.36%)₹ 65,878.4 (31.76%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 80,000₹ 85,891.28 (7.36%)₹ 1,05,405.44 (31.76%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,07,364.1 (7.36%)₹ 1,31,756.8 (31.76%)₹ -- (--)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Tata Motors Limited12.49%
  • Mahindra & Mahindra Limited10.05%
  • Clearing Corporation of India Limited9.77%
  • Maruti Suzuki India Limited9.40%
  • Hero MotoCorp Limited6.68%
  • Bajaj Auto Limited5.86%
  • InterGlobe Aviation Limited4.68%
  • TVS Motor Company Limited4.18%
  • Samvardhana Motherson International Limited3.79%
  • Adani Ports and Special Economic Zone Limited3.40%
  • Zomato Limited3.34%
  • Indian Railway Catering & Tourism Corporation Limited3.27%
  • Tata Technologies Ltd2.93%
  • Container Corporation of India Limited2.85%
  • Margin Future and Options2.70%
  • Tube Investments of India Limited2.67%
  • Sona BLW Precision Forgings Limited2.54%
  • Minda Corporation Limited2.46%
  • Happy Forgings Ltd2.18%
  • Exide Industries Limited1.09%
  • CEAT Limited1.07%
  • Schaeffler India Limited0.77%
  • Minda Industries Ltd0.74%
  • CIE Automotive India Ltd0.54%
  • Rolex Rings Limited0.34%
  • Net Receivables Payables0.19%
  • Cash and Bank0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
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  • 5Y
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Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

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22.49%

Axis Innovation Fund - Regular Plan - GrowthAxis Innovation Fund - Regular Plan - Growth

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22.32%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

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Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

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19.43%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

19.16%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.40%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

12.59%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

83.74%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

68.22%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

56.29%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

51.38%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

46.50%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

44.19%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

33.27%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

28.81%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

27.21%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

20.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

33.12%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

26.97%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.33%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

24.57%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

21.49%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

19.71%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.53%

Axis Innovation Fund - Regular Plan - GrowthAxis Innovation Fund - Regular Plan - Growth

EQUITY

Very High

14.77%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

14.68%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

14.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

32.64%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

27.83%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

25.21%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

24.34%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

21.81%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

21.80%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

18.80%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

Show all Funds

Fund Managers

DG

Mr. Dhaval GalaFund Manager

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Compare with similar Funds

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

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Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

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Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

vs

Franklin India Opportunities Fund - Growth

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

vs

SBI Magnum COMMA Fund - Regular Plan - Growth

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

vs

HSBC Business Cycles Fund - Regular Plan - Growth

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

vs

Axis Innovation Fund - Regular Plan - Growth

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

vs

Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

vs

ICICI Prudential US Bluechip Equity Fund - Growth

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

vs

Union Innovation & Opportunities Fund - Regular Plan - Growth

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

vs

Taurus Ethical Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan?

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan is a very high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan as of Sep 16,2024?

The current NAV of the Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan as of Sep 16,2024 is INR 15.60.

What is the expense ratio associated with the Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan?

The Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan has a 0.68% expense ratio.

What is the minimum investment amount required for the Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan?

The minimum investment amount for Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan is INR 500.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan?

Yes, the Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan offers SIP starting from INR 500 per month.

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