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PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Aditya Birla Sun Life Transportation and Logistics Fund
Fund Overview
ADITYA BIRLA SUN LIFE TRANSPORTATION AND LOGISTICS FUND is an open-ended equity scheme following transportation and logistics theme.
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.
The Scheme does not guarantee/indicate any returns. There is no
assurance that the objective of the Scheme will be achieved.
Why one can invest:
If you are looking for long-term capital appreciation of your investment through an equity-oriented investment.
If you are looking to capitalise on the lucrative long-term investing opportunities, available in the fast-growing transportation and logistics segment.
If you are looking for a diversified equity portfolio from across several industries and across market caps (~22+ industries within the transport and logistics theme).
If you are looking to benefit from fund manager expertise to build such a robust portfolio of equity stocks.
If you are looking to build such a portfolio, even with low investments as little as Rs.500.
If you are looking for an investment avenue for your long-term investing goals – 5 years or more.
Fund Details
CAGR
Latest NAV
(as on )
AUM
()
Inception Date
()
Risk
Investment Horizon
Long term, 5 years or more
Annual Benchmark Returns
Min Investment
Entry load
NIL
Exit load
1.00%
For redemption / switch-out of units on or before 365 days from the
date of allotment: 1.00% of applicable NAV.
For redemption / switch-out of units after 365 days from the date of allotment –
Nil
Total Expense Ratio (TER)
Sharp Ratio
Beta Ratio
Other Parameters
Standard Deviation
Modified Duration
-
Yield to Maturity
-
Portfolio Turnover:
-
Average Maturity
-
Macaulay Duration
-
Net Equity Exposure
-
Fund Managers
Mr. Dhaval Gala
Mr. Dhaval Joshi
Riskometer
(An open ended equity scheme following transportation and logistics theme)
This product is suitable for investors who are seeking
-
Long term Capital Appreciation
-
Investment in equity and equity related instruments following transportation and logistics theme.
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
Portfolio & Sector Holdings
Retail
% of Net Assets
Sector Holdings
Dividend History
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Investment Performance
IDCW Plan of this scheme has distributed income to its investors out of its earnings, from time to time. The details of the same is tabulated:| Declared on date | IDCW Yield (Regular Plan) | IDCW Per Unit | Cum IDCW NAV |
|---|
Fund Summary
India has been achieving high economic growth rates consistently and may well be on its way to continue this trajectory in the near future
This of course brings along a plethora of investing opportunities – especially in those sectors/themes that stand to benefit directly
Transportation and logistics are one such vibrant, fast-growing theme. From low vehicular penetration, to rising income and aspirations and significant policy support this theme has robust growth drivers on both the demand and supply side. Well set up for investors to capitalise and build long-term wealth
This theme though presents a wide investing universe, encompassing over 20+ industries and 200+ businesses. Can this make your choosing of potential growth stocks trickier?
A thematic fund managed by an expert fund manager can make your investing journey smooth!
Aditya Birla Sun Life Transportation and Logistics Fund is an open-ended, equity-oriented thematic fund with focus on transportation and logistics theme. Fund managers of the scheme do in-depth research into the theme and identify truly lucrative stocks that can grow considerably along with a vibrant and growing economy.
The fund seeks to earn capital growth over a long-term investing period.
This of course brings along a plethora of investing opportunities – especially in those sectors/themes that stand to benefit directly
Transportation and logistics are one such vibrant, fast-growing theme. From low vehicular penetration, to rising income and aspirations and significant policy support this theme has robust growth drivers on both the demand and supply side. Well set up for investors to capitalise and build long-term wealth
This theme though presents a wide investing universe, encompassing over 20+ industries and 200+ businesses. Can this make your choosing of potential growth stocks trickier?
A thematic fund managed by an expert fund manager can make your investing journey smooth!
Aditya Birla Sun Life Transportation and Logistics Fund is an open-ended, equity-oriented thematic fund with focus on transportation and logistics theme. Fund managers of the scheme do in-depth research into the theme and identify truly lucrative stocks that can grow considerably along with a vibrant and growing economy.
The fund seeks to earn capital growth over a long-term investing period.
Fund discipline
- The Scheme invests minimum of 80% (up to 100%) of its net assets in equity and equity related instruments of companies following transportation and logistics theme.
- It can also invest up to 20% in equity and equity related instruments other than the transportation and logistics theme, debt and money market instruments and units issued by REITs and InvITs.
- The Scheme will follow a bottom-up approach to stock-picking. All companies selected will be analysed considering its business fundamentals.
- Stocks are selected from within the list of basic industries that classification within this theme, as provided by AMFI.
- The portfolio manager will adopt an active management style to optimize returns.
Value Added Products
Systematic Investment Plan (SIP) investing means automatically investing a pre-determined sum of money in this fund, at periodic and pre-determined time intervals.
Gives investors the benefit of rupee cost averaging
SIP facility is augmented by several add ons such as Step-up SIPs, Pause SIP, Multi Scheme SIPs etc.
The scheme offers monthly and weekly SIP
Salient features of STP:
Systematic Transfer Plan (STP) allows investors to periodically transfer pre-determined amounts from any open-ended scheme of Aditya Birla Sun Life Mutual Fund into Aditya Birla Sun Life Transportation and Logistics Fund
STP facility can be weekly, monthly, or quarterly
Salient features of SWP:
Systematic Withdrawal Plan (SWP) allows investors to periodically withdraw fixed sums of money from the fund. This can take the form of withdrawal of fixed, pre-determined amounts or capital appreciation amount.
Its primary objective is to meet the regular income needs of investors
Salient features of CATP:
Capital Appreciation Transfer Plan (CATP) is a modified version of STP. It allows investors to periodically transfer the capital appreciation earned by investment/s in other open-ended schemes of Aditya Birla, into this fund
CATP is offered at monthly or quarterly intervals
Tax Applicability
Investment held for less than 12 months
Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).
Investment held for more than 12 months
Long Term Capital Gain Tax would be applicable. Long term capital gains tax is 10% without indexation (plus applicable surcharge and cess) provided the gain in a financial year is over Rs 1 Lakh. Cumulative Long term capital gains on equity and equity-oriented funds up to Rs 1 Lakh in a financial year is not taxable.
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates
Forms & Downloads
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Frequently Asked Questions
This fund offers two plans and hence routes of investment into the fund:
o Via Direct Plan – Under this plan you can directly purchase units from the fund house i.e.: Aditya Birla Sun Life Mutual Fund
o Via Regular Plan – Under this plan, you can purchase fund units from a mutual fund distributor or broker of your choice
The main point of difference between these two funds is in the expense ratios that they charge. Being directly with the fund house, the direct plan charges a lower expense ratio.
This results in a difference in their market NAVs although they have the same investing portfolio.
To redeem your investments in the direct plan of Aditya Birla Sun Life Transportation and Logistics Fund, you can use their mobile app or desktop webpage. After logging in, you need to select either a specified amount or a specified number of units to redeem. For investments made in the regular plan through Registrar and Transfer Agent (RTA) or Mutual Fund Distributor (MFD), you can submit a duly signed redemption form to the respective RTA/MFD or redeem online through their portal, if available.
Yes, the Aditya Birla Sun Life Transportation and Logistics Fund offers both SIP and lumpsum investing options to investors. The choice of mode of investing will be guided by your investing objective, risk appetite, investing term and affordability.
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