April 4, 2026
RA Jainee
Aditya Birla (ABSL) Transportation and Logistics Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 13.67 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 13.67 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | Nifty Transportation & Logistics TRI |
| AUM Rs. | 1,540 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.83% |
| 1 Year Return (%) | 9.27 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 14.07% |
⚖️ Sahifund Review – Aditya Birla Sun Life Transportation and Logistics Fund ✔
✓ PLUS: Aditya Birla Sun Life Transportation and Logistics Fund does have a few positives for thematic investors. It has delivered a healthy 1-year return of 9.27%, which is respectable for a relatively new fund and shows that the transport-logistics theme still has structural relevance in India. The fund is backed by the credibility of ABSL Mutual Fund, which gives comfort from a fund-house and research standpoint. Its low portfolio churn of just 10% is a strong positive, indicating a stable and conviction-based portfolio rather than unnecessary trading. The fund also has a meaningful large-cap bias (68.62%), which provides some stability within a volatile sector theme. For SIP investors who specifically want to participate in India’s logistics, infrastructure, mobility and supply-chain growth story, this fund remains a usable thematic option.
⚖️ MINUS: The biggest issue is that the fund still underperforms stronger peers like UTI Transportation & Logistics, ICICI Pru Transportation and Logistics, and HDFC Transportation and Logistics on recent return comparisons. Its 1-year return of 9.27% is decent, but not category-leading in a theme where investors typically expect stronger alpha. The portfolio is also highly concentrated toward the theme, with top 3 sectors at 94.63%, which naturally limits diversification and increases risk if the sector cycle weakens. Since the fund was launched only in November 2023, there is still no long-term performance history to build conviction. The expense ratio of 0.83% is fair, but not cheap enough to offset the fact that this remains a high-risk sectoral fund. In short, the theme is interesting — but execution so far looks average, not standout.
Sahifund View (Decisive Line):
A decent thematic SIP option for transport-logistics believers, but not strong enough yet to deserve core portfolio allocation.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Nobody should invest in Auto & Transportation funds in our opinion, because:
• They have a narrow focus on companies engaged in automotive & related business activities
• Instead, diversified equity funds which invest across sectors are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
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 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).
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 | 14.07% |
| Benchmark | Nifty Transportation & Logistics TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,540 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.83% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 10.00% |
Aditya Birla Transportation and Logistics Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Transportation and Logistics Dir | -13.37 | -0.73 | -10.12 | -15.15 | -11.23 | 9.27 | — | — | — | — |
| BSE Auto TRI | -14.76 | -0.65 | -12.48 | -16.44 | -10.65 | 12.38 | — | — | — | — |
| Equity: Sectoral-Auto & Transportation | -12.99 | -0.55 | -10.65 | -14.78 | -10.34 | 12.01 | — | — | — | — |
| Rank within category | 5 | 7 | 3 | 5 | 5 | 8 | — | — | — | — |
| Number of funds in category | 9 | 9 | 9 | 9 | 9 | 9 | 2 | 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 | 9.27 | — | — | 0.83 | 1,540 | 14.07 | 1.00 (365) | 2Y 4M | 10.00 |
| SBI Automotive Opportunities Dir | Unrated | 20.86 | — | — | 0.86 | 5,333 | 3.02 | 1.00 (30) | 1Y 9M | 37.00 |
| UTI Transportation & Logistics Dir | Unrated | 10.65 | 22.63 | 18.02 | 0.82 | 4,047 | 17.91 | 1.00 (30) | 13Y 3M | 13.00 |
| ICICI Pru Transportation and Logistics Dir | Unrated | 13.57 | 25.59 | — | 0.98 | 3,040 | 20.74 | 1.00 (30) | 3Y 5M | 41.00 |
| HDFC Transportation and Logistics Dir | Unrated | 15.30 | — | — | 1.00 | 1,758 | 20.29 | 1.00 (30) | 2Y 7M | 32.82 |
Aditya Birla (ABSL) Transportation and Logistics Fund Portfolio
| No. of Stocks | 31 |
| Top 10 Stocks | 59.48% |
| Top 5 Stocks | 39.27% |
| Top 3 Sectors | 94.63% |
| Portfolio P/B Ratio | 5.19 |
| Portfolio P/E Ratio | 24.82 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,12,267 | 1,33,556 |
| Giant (%) | — | — |
| Large (%) | 68.62 | 64.79 |
| Mid (%) | 6.94 | 14.92 |
| Small (%) | 24.44 | 20.29 |
| Tiny (%) | — | — |
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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