MonitorDirect · Growth
Aditya Birla Sun Life Transportation and Logistics Fund
Aditya Birla Sun Life Mutual FundEquity Scheme - Sectoral/ Thematic2.8 years
The Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies following transportation and logistics theme.
- NAV
- 17.44
- 15 Sept 2026
- 1Y
- +13.3%
- Trailing CAGR
- AUM
- ₹1,691.12 Cr
- 31 Aug 2026
- Volatility
- High
- 18.1% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+13.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+21.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+22.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +21.7%
- Calendar-day CAGR
- Excess 1Y
- +10.2%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 36 recovered episodes
- Longest recovery
- 450 days
- Trough to prior peak
- Current spell
- 26 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
27 Sept 2024 – 1 Jul 2026
Trough 7 Apr 2025 · recovered in 450 days
-28.2%
20 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-6.0%
3 Jun 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-5.4%
5 Mar 2024 – 27 Mar 2024
Trough 13 Mar 2024 · recovered in 14 days
-5.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
52
Vs category
100
Consistency
69
Risk-adjusted
71
Drawdown
29
Mean
64
Portfolio
31 Aug 2026 · 35 holdings · top 10 are 59.4%.
- Top 5
- 40.2%
- Top 10
- 59.4%
- Largest holding
- 11.9%
- Effective holdings
- 19.8
Mahindra & Mahindra Ltd
Consumer Discretionary
11.9%
Zomato Ltd
Technology
8.3%
Eicher Motors Ltd
Consumer Discretionary
7.4%
TVS Motor Company Ltd
Consumer Discretionary
7.3%
Bajaj Auto Ltd
Consumer Discretionary
5.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 69% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns