Portfolio Holdings
As of 30 Jun 2026
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Aditya Birla Sun Life Transportation and Logistics Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Automobiles
36.13%
Auto Components
30.57%
Retailing
8.60%
Transport Services
6.47%
Agricultural, Commercial & Construction Vehicles
5.58%
Transport Infrastructure
3.82%
Industrial Products
2.29%
Industrial Manufacturing
2.05%
Others
0.85%

All Holdings

Complete list of 30 stocks, grouped by sector. Filter by industry to focus.

30 holdings60.3% top 10 weight9 sectors
#Stock% of NAVValue (₹Cr)
Automobiles 8 stocks36.13%
1Mahindra & Mahindra Limited12.77%201.00
3Eicher Motors Limited6.92%108.91
4TVS Motor Company Limited5.81%91.47
7Maruti Suzuki India Limited4.67%73.41
13Bajaj Auto Limited2.97%46.73
19Hyundai Motor India Ltd1.96%30.78
29Ather Energy Ltd0.64%10.13
30Hero MotoCorp Limited0.39%6.15
Auto Components 12 stocks30.57%
6Sedemac Mechatronics Ltd4.98%78.38
8Minda Corporation Limited4.33%68.08
11Sansera Engineering Ltd3.32%52.21
12Bosch Limited3.04%47.88
14Samvardhana Motherson International Limited2.90%45.66
15Sona BLW Precision Forgings Limited2.34%36.79
17Craftsman Automation Ltd2.23%35.15
20CEAT Limited1.90%29.88
22SJS Enterprises Pvt Limited1.73%27.25
23Gabriel India Ltd1.69%26.59
24Asahi India Glass Limited1.34%21.13
28Tube Investments of India Limited0.77%12.18
Retailing 2 stocks8.60%
2Eternal Limited7.72%121.40
26MEESHO LTD0.88%13.87
Transport Services 2 stocks6.47%
5InterGlobe Aviation Limited5.54%87.19
25VRL Logistics Limited0.93%14.60
Agricultural, Commercial & Construction Vehicles 2 stocks5.58%
10Tata Motors Limited3.73%58.75
21Ashok Leyland Limited1.85%29.09
Transport Infrastructure 1 stocks3.82%
9Adani Ports and Special Economic Zone Limited3.82%60.11
Industrial Products 1 stocks2.29%
16Happy Forgings Ltd2.29%35.96
Industrial Manufacturing 1 stocks2.05%
18Pitti Engineering Ltd2.05%32.19
Aerospace & Defense 1 stocks0.85%
27Cyient DLM Ltd0.85%13.31