Aditya Birla SL Transportation and Logistics Fund-Reg ( - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Transportation and Logistics Fund-Reg ( (44376) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW)
Aditya Birla Sun Life AMC Ltd
The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies following transportation and logistics theme. The Scheme does not guarantee/indicate any returns. There is no assurance that the objective of the Scheme will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Average Quality
Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Long-term Track Record
Historical performance consistency
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Mahindra & Mahindra Ltd | Automobile | 11.03% |
| Eternal Ltd | E-Commerce/App based Aggregator | 9.47% |
| Maruti Suzuki India Ltd | Automobile | 7.56% |
| Interglobe Aviation Ltd | Air Transport Service | 7.52% |
| Tata Motors Passenger Vehicles Ltd | Automobile | 7.36% |
| Samvardhana Motherson International Ltd | Auto Ancillaries | 5.38% |
| Bajaj Auto Ltd | Automobile | 4.61% |
| TVS Motor Company Ltd | Automobile | 4.14% |
| Hero MotoCorp Ltd | Automobile | 4.14% |
| Hyundai Motor India Ltd | Automobile | 3.37% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 4.17% | 20.90% | -2.29% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 3.98% | 20.48% | -2.95% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | -2.44% | 13.09% | 3.74% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | -2.44% | 13.09% | 3.74% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 2.59% | 13.30% | 0.45% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 2.59% | 13.30% | 0.45% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 3.31% | 7.85% | -5.66% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 3.11% | 13.18% | -7.36% |
Category Average Returns
Dhaval Gala
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.