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 #104 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹15.59 (as of 2026-10-23) |
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| AUM | ₹1,726 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 94.4% of NIFTY Auto's upside and 80.9% of its downside.
Market cap allocation
| Large cap | 55.8% |
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| Mid cap | 14.5% |
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| Small cap | 29.7% |
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Concentration
| Top 5 holdings | 39.4% |
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| Top 10 holdings | 59.2% |
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| Total holdings | 33 |
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Top holdings
- Mahindra & Mahindra Ltd. — 11.2%
- Eternal Limited — 8.5%
- TVS Motor Company Ltd. — 7.3%
- Eicher Motors Ltd. — 6.9%
- SEDEMAC MECHATRONICS LIMITED — 5.5%
- Bajaj Auto Limited — 4.9%
- Sansera Engineering Limited — 4.3%
- Minda Corporation Limited — 3.9%
- Tata Motors Limited — 3.4%
- Bosch Ltd — 3.3%
Top sectors
- Automobile — 69.0%
- Retail — 11.5%
- Transportation — 6.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 1.9% | Q1 (Top) | #28 of 167 |
| 2025 | 12.8% | Q1 (Top) | #14 of 132 |
| 2024 | 24.2% | Q2 | #25 of 86 |