FAQ : Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 37.45 N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan is ₹13.77.

It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan fund’s expense ratio is 0.66%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan is currently ₹1,568 Crores.

The Top three stocks are Mahindra & Mahindra, Zomato and Tata Motors and account for 27% of its portfolio. Top 5 and 10 stocks of fund account for 40% and 62% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan fund are Auto, Retail and Miscellaneous accounting for 86% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.

Dhaval Gala manages the Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan Fund.

Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan current PE ratio is 34.59 and PB ratio is 8.08

The asset allocation of Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan is Stocks : 96.92%, Debt : 3.06% and Gold : 0%

The minimum SIP amount for Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for Aditya Birla Sun Life Transportation and Logistics Fund - Growth - Direct Plan is 1% on or before 365 days, Nil after 365 days

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