Aditya Birla SL Transportation and Logistics Fund
The Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies following transportation and logistics theme.
Growthvine rating: 2/5 — ranked #120 of 179 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹17.74 (as of 2026-08-21) |
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| AUM | ₹1,574 Cr |
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| Expense ratio | 1.79% |
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| Riskometer | Very High |
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| Fund manager | Dhaval Shah |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | -28.78% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 89.3% of NIFTY Auto's upside and 85.3% of its downside.
Market cap allocation
| Large cap | 59.3% |
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| Mid cap | 14.2% |
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| Small cap | 26.5% |
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Concentration
| Top 5 holdings | 41.2% |
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| Top 10 holdings | 60.2% |
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| Total holdings | 33 |
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Top holdings
- Mahindra & Mahindra Ltd. — 13.2%
- Eternal Limited — 8.2%
- TVS Motor Company Ltd. — 7.8%
- Eicher Motors Ltd. — 7.8%
- SEDEMAC MECHATRONICS LIMITED — 4.3%
- Bajaj Auto Limited — 4.2%
- Minda Corporation Limited — 4.1%
- Maruti Suzuki India Ltd. — 3.9%
- Tata Motors Limited — 3.6%
- Sansera Engineering Limited — 3.2%
Top sectors
- Automobile — 68.8%
- Retail — 11.3%
- Transportation — 6.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 15.9% | Q1 (Top) | #15 of 167 |
| 2025 | 12.8% | Q1 (Top) | #14 of 132 |
| 2024 | 24.2% | Q2 | #25 of 86 |