Aditya Birla Sun Life Transportation and Logistics Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation20.8%
Sharpe Ratio-0.42
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Mahindra & Mahindra LtdConsumers10.70%
Tata Motors LtdConsumers9.05%
Maruti Suzuki India LtdConsumers7.50%
Eternal LtdConsumers7.43%
InterGlobe Aviation LtdCapital Goods6.88%
Samvardhana Motherson International LtdConsumers5.73%
Bajaj Auto LtdConsumers5.20%
Hero MotoCorp LtdConsumers4.24%
TVS Motor Co LtdConsumers4.16%
Minda Corp LtdConsumers3.47%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.11%
Exit Load1
Regulatory & Tax Information
INF209KB17X3
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)