Aditya Birla SL Transportation and Logistics Fund-Dir Growth

₹ 100
Min SIP
₹ 500
Min Lumpsum
0.5 %
Expense Ratio
Rating
1,612
Fund Size (in Cr)
10 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 30 August 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 54.5%
Category Average 19.6% 13.9% 14.6% -

Scheme Allocation

By Holding
By Sector
By Asset
10.01%
9.71%
6.19%
Others
59.72%
View all Holdings
Holdings Sector Instrument Asset
Tata Motors Automobile Equity 10.01%
M & M Automobile Equity 9.71%
Maruti Suzuki Automobile Equity 8.25%
Bajaj Auto Automobile Equity 6.19%
Hero Motocorp Automobile Equity 6.11%
Samvardh. Mothe. Auto Ancillaries Equity 5.42%
Interglobe Aviat Air Transport Service Equity 5.27%
Zomato Ltd E-Commerce/App based Aggregator Equity 4.98%
Ashok Leyland Automobile Equity 3.7%
TVS Motor Co. Automobile Equity 3.46%
Tube Investments Steel Equity 3.23%
Minda Corp Auto Ancillaries Equity 2.88%
Pitti Engg. Capital Goods-Non Electrical Equipment Equity 2.34%
Craftsman Auto Auto Ancillaries Equity 2.16%
CEAT Tyres Equity 1.88%
Happy Forgings Castings, Forgings & Fastners Equity 1.83%
Exide Inds. Auto Ancillaries Equity 1.81%
Adani Ports Marine Port & Services Equity 1.77%
I R C T C Railways Equity 1.7%
Delhivery Logistics Equity 1.69%
CMS Info Systems Miscellaneous Equity 1.67%
Container Corpn. Logistics Equity 1.63%
Sona BLW Precis. Auto Ancillaries Equity 1.54%
ZF Commercial Auto Ancillaries Equity 1.38%
Tata Motors-DVR Automobile Equity 1.22%
Ramkrishna Forg. Castings, Forgings & Fastners Equity 1.06%
Shriram Finance Finance Equity 0.97%
Uno Minda Auto Ancillaries Equity 0.65%
Schaeffler India Bearings Equity 0.59%
Tata Technolog. IT - Software Equity 0.48%
CIE Automotive Castings, Forgings & Fastners Equity 0.39%
Rolex Rings Castings, Forgings & Fastners Equity 0.2%
VRL Logistics Logistics Equity 0.07%
Automobiles
44.95%
Auto Components
23.18%
Transport Services
8.66%
Retailing
4.98%
Debt
3.72%
Others
14.51%
View all Sectors
Sectors Asset
Automobiles 44.95%
Auto Components 23.18%
Transport Services 8.66%
Retailing 4.98%
Debt 3.72%
Agricultural, Commercial 3.7%
Industrial Manufacturing 2.34%
Industrial Products 1.83%
Transport Infrastructure 1.77%
Leisure Services 1.7%
Commercial Services & Sup 1.67%
Finance 0.97%
Others 0.93%
IT-Services 0.48%
Cash & Others -0.87%
Equity
96.22%
Reverse Repos
3.72%
Derivatives
0.93%
Cash & Current Asset
0%
Net Curr Ass/Net Receivables
-0.87%
Others
0%

Advance Ratio

34.88
Alpha
2.26
SD
0.54
Beta
5.89
Sharpe

Exit Load

Exit Load For redemption / switch-out of units on or before 365 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 365 days from the date of allotment - Nil

Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies following transportation and logistics theme. The Scheme does not guarantee/indicate any returns. There is no assurance that the objective of the Scheme will be achieved.

Fund Managers

Dhaval Gala

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

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Frequently Asked Questions

How to invest in Aditya Birla SL Transportation and Logistics Fund-Dir Growth ?

You can invest in Aditya Birla SL Transportation and Logistics Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Transportation and Logistics Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Transportation and Logistics Fund-Dir Growth ?

The NAV of Aditya Birla SL Transportation and Logistics Fund-Dir Growth is ₹15.5 as of 30 August 2024.

How to redeem Aditya Birla SL Transportation and Logistics Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Transportation and Logistics Fund-Dir Growth?

The minimum SIP amount of Aditya Birla SL Transportation and Logistics Fund-Dir Growth is ₹100

What are the top sectors Aditya Birla SL Transportation and Logistics Fund-Dir Growth has invested in?

The top sectors Aditya Birla SL Transportation and Logistics Fund-Dir Growth has invested in are
  1. Automobiles - 44.95%
  2. Auto Components - 23.18%
  3. Transport Services - 8.66%
  4. Retailing - 4.98%
  5. Debt - 3.72%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Transportation and Logistics Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Transportation and Logistics Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL Transportation and Logistics Fund-Dir Growth generated ?

The Aditya Birla SL Transportation and Logistics Fund-Dir Growth has delivered 54.5% since inception

What is the expense ratio of Aditya Birla SL Transportation and Logistics Fund-Dir Growth ?

The expense ratio of Aditya Birla SL Transportation and Logistics Fund-Dir Growth is 0.5 % as of 30 August 2024.

What is the AUM of Aditya Birla SL Transportation and Logistics Fund-Dir Growth?

The AUM of Aditya Birla SL Transportation and Logistics Fund-Dir Growth is ₹3,12,323 Cr as of 30 August 2024

What are the top stock holdings of Aditya Birla SL Transportation and Logistics Fund-Dir Growth?

The top stock holdings of Aditya Birla SL Transportation and Logistics Fund-Dir Growth are
  1. Tata Motors - 10.01%
  2. M & M - 9.71%
  3. Maruti Suzuki - 8.25%
  4. Bajaj Auto - 6.19%
  5. Hero Motocorp - 6.11%

How can I redeem my investments in Aditya Birla SL Transportation and Logistics Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Transportation and Logistics Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
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