Aditya Birla Sun Life Transportation and Logistics Fund
Direct · Growth ₹17.44
31 Jul 2026
NAV
9.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.29
Sharpe
-28.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.45 L | 8.8% | -31.8% | 63.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 8.8% | 14.5% | 13.7% | -5.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.9% | 10.4% | -8.7% | 40.9% | 0.29 | 0.61 | 72% | — | — |
-28.2%
Max Drawdown
6 mo
Drawdown Duration
15 mo
Recovery Time
-7.5%
Avg Drawdown
Calmar Ratio by Duration
0.35
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +23.82 | 1.27 | 129.2% | 99.8% | 15.4% | -5.2% |
| 3 Years | +12.06 | 1.10 | 113.0% | 97.3% | 18.3% | 6.3% |
| 5 Years | +7.19 | 1.10 | 113.0% | 97.3% | 10.6% | 3.7% |
| 7 Years | +5.24 | 1.10 | 113.0% | 97.3% | 7.5% | 2.6% |
| 10 Years | +3.82 | 1.10 | 113.0% | 97.3% | 5.2% | 1.8% |
| 12 Years | +3.28 | 1.10 | 113.0% | 97.3% | 4.3% | 1.5% |
| 15 Years | +2.75 | 1.10 | 113.0% | 97.3% | 3.4% | 1.2% |
30
Total Holdings
60.3%
Top 10 Weight
9
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Mahindra & Mahindra Limited | 12.77% |
| 2 | Eternal Limited | 7.72% |
| 3 | Eicher Motors Limited | 6.92% |
| 4 | TVS Motor Company Limited | 5.81% |
| 5 | InterGlobe Aviation Limited | 5.54% |
| 6 | Sedemac Mechatronics Ltd | 4.98% |
| 7 | Maruti Suzuki India Limited | 4.67% |
| 8 | Minda Corporation Limited | 4.33% |
| 9 | Adani Ports and Special Economic Zone Limited | 3.82% |
| 10 | Tata Motors Limited | 3.73% |