← Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Transportation and Logistics Fund-Direct IDCW
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF209KB16X5
NAV · 06-Jul-2026
₹16.6100
1M
+8.40%
6M
+2.55%
1Y (CAGR)
+17.43%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+21.07%
NAV history
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Risk & SIP analytics
Volatility (3y)
18.48%
Downside dev (3y)
13.89%
Max drawdown (3y)
-28.3%
Calendar-year returns
2024 +26.1%2025 +14.3%
Fund facts
Fund managerDhaval Shah
AUM₹14,919 Cr
Expense ratio0.73% · 2026-05-31
TER · AMFI officialDirect 1.01% · Regular 2.23% (2026-06-30)
Launch date27-Oct-2023
Plan typeOpen Ended · Equity
Min lumpsum₹500
Min SIP₹100
Lock-inNone
Volatility18.45
AMCAditya Birla Sun Life AMC Limited
Objective · 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.
scheme documents ↗