myplexus

NFO Monitor

Fund Fact

Name of Funds:

Aditya Birla Sun Life Transportation and Logistics

Opening:

27th October 2023

Closing:

10th November 2023

Minimum Investment:

Rs.500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed or switched out on or before 365 days from the date of allotment

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

upto 20% Debt upto 10% Others

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

Uniqueness

Return

Risk

Operability

Oomph 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.

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