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Aditya Birla Sun Life

Aditya Birla Sun Life Transportation And Logistics Fund

Sectoral / ThematicEquityVery High risk Rank 10 of 258

NAV · Direct-Growth

₹18.39+0.05+0.27%

As of 17 Aug 2026 · AMFI

NAV growth+24.8%
Aug ’25Aug ’26
Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Cost

Average

0.73% vs NaN% peers

Consistency

Strong

positive in 3 of 3 years

Beats its Sectoral / Thematic category on 1Y.

1Y return

+28.1%

+17.1 vs cat

3Y CAGR

5Y CAGR

AUM

₹1.5K Cr

fund size

Expense

0.73%

direct plan

Volatility 3Y

3Y std dev

In plain English

Aditya Birla Sun Life Transportation and Logistics Fund is a Sectoral / Thematic scheme from Aditya Birla Sun Life. The portfolio is ~97% in equities. Worst historical drawdown: -28% in Apr 2025, recovered in 15 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF209KB15X7

NAV (Direct-Growth)

₹18.3900

Last 1Y

+24.76%

Aug 25Min ₹13.44 · Max ₹18.39 · 246 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Apr 2025

-28.2%

Peak ₹16.25 on 27 Sept 2024 → trough ₹11.66 on 7 Apr 2025 (6 months down).

Recovered in 15 months· 1 Jul 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

4

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

  • Expense ratio

    0.73% — typical for category.

  • AUM size

    ₹1.5K Cr.

  • Sector concentration

    Top 3 sectors = 99.1% — heavy concentration risk.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W+1.27%-0.21%11/ 286
1M+10.92%+2.68%2/ 286
3M+23.75%+7.72%1/ 286
6M+15.44%+7.00%45/ 277
YTD+16.54%+6.23%35/ 273
1Y+28.06%+10.98%10/ 258
2Y+10.36%+5.93%40/ 203

Portfolio composition

Asset allocation

  • Equity97.05%
  • Cash2.88%

By market cap

  • Large cap61.93%
  • Mid cap6.04%
  • Small cap21.18%
  • Others10.85%

Concentration

Holdings

33

Avg market cap

₹91.7K Cr

Top 10 stocks

59.18%

Top 5 stocks

38.40%

Top 3 sectors

99.07%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight
  • 1

    Mahindra & Mahindra Ltd

    11.31%
  • 1

    Mahindra & Mahindra Ltd

    10.75%
  • 2

    Maruti Suzuki India Ltd

    8.07%
  • 3

    Eternal Ltd

    7.96%
  • 2

    Maruti Suzuki India Ltd

    7.92%
  • 3

    Eternal Ltd

    7.79%
  • 4

    Samvardhana Motherson International Ltd

    6.65%
  • 4

    Samvardhana Motherson International Ltd

    6.36%
  • 5

    TVS Motor Co Ltd

    5.62%
  • 5

    TVS Motor Co Ltd

    5.29%
  • 6

    Hero MotoCorp Ltd

    5.25%
  • 7

    InterGlobe Aviation Ltd

    4.85%
  • 6

    Hero MotoCorp Ltd

    4.80%
  • 7

    InterGlobe Aviation Ltd

    4.80%
  • 8

    Tata Motors Ltd

    3.91%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff
  • P/E ratio32.6628.47+4.19
  • P/B ratio5.604.25+1.35
  • Price / Sales2.483.21-0.73
  • Price / Cash Flow20.5019.97+0.53
  • Dividend yield0.91%1.23%-0.32
  • Return on equity (ROE)12.78%18.47%-5.69

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y
  • Standard deviation

    Volatility — lower means steadier returns.

    16.37
  • Sharpe ratio

    Risk-adjusted return — higher is better.

    0.46
  • Sortino ratio

    Like Sharpe but only counts downside volatility.

    0.63
  • Beta

    1 = moves with the market. <1 = less volatile.

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.