July 28, 2026
mayank
Aditya Birla (ABSL) Transportation and Logistics Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 16.73 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 16.73 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | Nifty Transportation & Logistics TRI |
| AUM Rs. | 1,574 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.72% |
| 1 Year Return (%) | 15.45 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 20.75% |
Suitable For Which Investors?
Auto & Transportation funds are suitable for investors:
1. Wanting a small, supporting exposure to the automobile and transportation sector
2. Aiming for long term wealth creation
3. With a 7+ year investment horizon, who can withstand the sharper swings of a concentrated portfolio
Note:
• Most investors can skip these funds and stick to diversified equity funds instead
• If you choose to invest, do so only through SIP
Fund’s Investment Strategy:
The Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies following transportation and logistics theme.
Fund Manager:
1) Dhaval Shah
Education: Mr.Shah has done B.Com. from University of Mumbai & MBA from Somaiya Institute of Management Studies & Research. He also holds CFA designation.
Experience: Prior to joining Aditya Birla Sunlife Mutual Fund he has worked with HDFC Mutual Fund, Reliance Mutual Fund, Morgan Stanley.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Aditya Birla (ABSL) Transportation and Logistics Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 17-Nov-23 |
| Return Since Launch | 20.75% |
| Benchmark | Nifty Transportation & Logistics TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,574 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.72% |
| (As on 30-Jun-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 26.00% |
Aditya Birla Transportation and Logistics Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Transportation and Logistics Dir | 5.13 | -0.84 | 3.69 | 12.4 | 12.09 | 15.45 | — | — | — | — |
| BSE Auto TRI* | -3.75 | -0.89 | 2.81 | 6.05 | 1.09 | 12.17 | — | — | — | — |
| Equity: Sectoral-Auto & Transportation* | 0.26 | -0.71 | 2.52 | 7.6 | 6.11 | 12.01 | — | — | — | — |
| Rank within category* | 2 | 7 | 1 | 1 | 2 | 2 | — | — | — | — |
| Number of funds in category* | 12 | 13 | 12 | 12 | 12 | 12 | 4 | 1 | 1 | 1 |
Peer Comparison of Aditya Birla Transportation and Logistics Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Transportation and Logistics Dir | Unrated | 15.45 | — | — | 0.72 | 1,574 | 20.75 | 1.00 (365) | 2Y 8M | 26.00 |
| SBI Automotive Opportunities Dir | Unrated | 25.15 | — | — | 0.70 | 5,380 | 11.36 | 1.00 (30) | 2Y 1M | 46.00 |
| UTI Transportation & Logistics Dir | Unrated | 7.90 | 18.34 | 20.25 | 0.70 | 3,962 | 18.53 | 1.00 (30) | 13Y 6M | 14.00 |
| ICICI Pru Transportation and Logistics Dir | Unrated | 11.99 | 22.48 | — | 0.81 | 3,490 | 23.40 | 1.00 (30) | 3Y 8M | 59.00 |
| HDFC Transportation and Logistics Dir | Unrated | 12.97 | — | — | 0.85 | 1,792 | 24.60 | 1.00 (30) | 2Y 11M | 30.34 |
Aditya Birla (ABSL) Transportation and Logistics Fund Portfolio Analysis
| No. of Stocks | 31 |
| Top 10 Stocks | 60.29% |
| Top 5 Stocks | 38.76% |
| Top 3 Sectors | 96.23% |
| Portfolio P/B Ratio | 6.32 |
| Portfolio P/E Ratio | 39.04 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 94,632 | 1,26,856 |
| Large (%) | 59.73 | 57.24 |
| Mid (%) | 11.56 | 23.80 |
| Small (%) | 28.71 | 18.96 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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