Aditya Birla Sun Life Transportation and Logistics Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is MAHINDRA AND MAHINDRA LTD with a portfolio weight of 13.16% .
The fund currently owns more than 36 stocks.
The top 10 holdings account for 60.23% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 37.00% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.71% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Consumer Discretionary |
13.16%
|
|
| 2 | E-Commerce/E-Retail |
8.21%
|
|
| 3 | Consumer Discretionary |
7.80%
|
|
| 4 | Auto - 2 & 3 Wheelers |
7.75%
|
|
| 5 | Auto Ancl - Equipment Others |
4.30%
|
|
| 6 | Consumer Discretionary |
4.21%
|
|
| 7 | Consumer Discretionary |
4.05%
|
|
| 8 | Consumer Discretionary |
3.94%
|
|
| 9 | Auto - LCVs/HCVs |
3.59%
|
|
| 10 | Engineering - General |
3.23%
|
|
| 11 | Industrials |
3.03%
|
|
| 12 | Consumer Discretionary |
2.92%
|
AMC: BirlaSunLife
Category: Equity • Sectoral/Thematic
Launch Date: 27 Oct 2023
Fund Manager: Mr. Dhaval Shah
Minimum Purchase: ₹500
Exit Load: For redemption / switch-out of units on or before 365 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 365 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Transportation and Logistics Fund - Direct Plan is managed by BirlaSunLife and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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