Aeterna Wealth
Sectoral/Thematic · Regular plan · Growth

Aditya Birla Sun Life Transportation and Logistics Fund (Regular)

Aditya Birla Sun Life Mutual Fund · benchmark Nifty 500 TRI · 3.0 years old · AMFI code 152161

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Track-record rating

Not rated yet: a rating needs at least 3 years of history (1 year for index funds).

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months19.4%2.5%+16.9%10 / 105
1 year15.3%-1.0%+16.3%31 / 100
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y19.2%
Up capture, 3Y135
Down capture, 3Y103
Information ratio, 3Y1.00
Beta, 3Y1.18
Sharpe, 3Y0.71

Portfolio

Mahindra & Mahindra Ltd.11.2%
Eternal Ltd.8.5%
TVS Motor Company Ltd.7.3%
Eicher Motors Ltd.6.9%
Sedemac Mechatronics Ltd.5.5%
Bajaj Auto Ltd.4.9%
Sansera Engineering Ltd.4.3%
Minda Corporation Ltd.3.9%
Tata Motors Ltd.3.4%
Bosch Ltd.3.3%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Aditya Birla Sun Life Transportation and Logistics Fund (Regular plan)?

₹17.26 on 5 Nov 2026 (Growth option).

What is the expense ratio of Aditya Birla Sun Life Transportation and Logistics Fund (Regular)?

2.19% a year; the Direct plan's is 1.01%.

What does Aditya Birla Sun Life Transportation and Logistics Fund invest in?

Its largest holdings are Mahindra & Mahindra Ltd., Eternal Ltd., TVS Motor Company Ltd., with 33 stocks in all (September 2026 portfolio).

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Aditya Birla Sun Life Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.