Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth
Medium
Risk
Equity
Other
+
0.00
%
0.00
%
3Y annualised
+
0.24
%
0.24
%
1D
1M
6M
1Y
3Y
All
Fund size
1008
NAV:
Mar 7, 2024
12.34
Sector
Tech
Type
Equity
Launched
Nov 2023
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Tata Motors Ltd
12.11
%
Mahindra & Mahindra Ltd
9.5
%
Maruti Suzuki India Ltd
8.71
%
Bajaj Auto Ltd
7.21
%
Hero MotoCorp Ltd
6.04
%
Zomato Ltd
5.28
%
Container Corporation of India Ltd
4.57
%
InterGlobe Aviation Ltd
4.21
%
Samvardhana Motherson International Ltd
3.75
%
TVS Motor Co Ltd
3.74
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 12.0 Months, 0.0 % if redeemed after 12.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth
More details
Investment 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 Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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