Aditya Birla Sun Life Transportation and Logistics Fund
Aditya Birla Sun Life Transportation and Logistics Fund
Sectoral-Auto & TransportationRank #2
Not Rated
NAV (2026-07-14)
₹15.74
AUM
₹1,573.52 Cr
Exp. Ratio: 2.28%
RISK LEVEL
Very High
Returns & Performance
1 Year15.06%4.12% vs cat avgRank #2
3 Year----
5 Year----
Since Launch18.61%--
Fund vs Category Average
1Y
15.06%+4.12%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔No lock-in period
✔Top-5 ranked in category for 1Y (#2)
✔Overall top-10 rank in category (#2)
Cons
✖3Y returns below category average
✖Higher expense ratio (2.28%)
ISININF209KB17X3
NAV₹15.74
NAV Date2026-07-14
AUM₹1,573.52 Cr
Expense Ratio2.28%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23
INVESTMENT OBJECTIVE
The Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies following transportation and logistics theme.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Dhaval Shah
Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
