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Fund Facts
  • Name of Fund:
    Aditya Birla Sun Life Transportation and Logistics
  • Opening:
    27th October 2023
  • Closing:
    10th November 2023
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs.500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed or switched out on or before 365 days from the date of allotment
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • BSE Auto

  • Fund Manager:

  • Dhaval Gala

Asset Allocation

80-100% Equity
upto 20% Money Market
Comparable existing schemes
ICICI Prudential Transportation And Logistics Fund 20.43(6M) 30.80(1Y)
UTI Transportation and Logistics Fund 18.41(6M) 26.11(1Y)

Fund Prognosis

Idea Distiller

A sectoral fund which the fund says will be a rocking one in the coming days. Focused on logistics is a new one for sure!!!

  • Fund House AAUM:

  • Rs 31168239.45 Lakhs (as on 30th September, 2023)

  • Fund Manager:

  • Experience of above 17 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

A new idea definitely has it's charm and people would be attracted by the premises. But it will be a high stakes game and timing is key.