MonitorDirect · GrowthWatch before adding
Aditya Birla Sun Life Transportation and Logistics Fund
Aditya Birla Sun Life Mutual FundEquity Scheme - Sectoral/ Thematic2.9 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
- 16.99
- 29 Oct 2026
- 1Y
- +8.5%
- Trailing CAGR
- AUM
- ₹1,691.12 Cr
- 31 Aug 2026
- Volatility
- High
- 18.1% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 71% of rolling 1-year windows.
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Prefer peers if · Prefer Kotak Business Cycle Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
2.9 years - thin for judging consistency.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
1.04% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -28.2%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
Watch
Dhaval Shah · 0.5 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 59.4% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 28%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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+8.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+19.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+15.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +19.7%
- Calendar-day CAGR
- Excess 1Y
- +11.2%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- 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
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -28.2%
- Worst peak-to-trough
- Current
- -8.5%
- Below last peak
- Current spell
- 70 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 36 recovered episodes
- Longest recovery
- 450 days
- Trough to prior peak
27 Sept 2024 – 1 Jul 2026
Trough 7 Apr 2025 · recovered in 450 days
-28.2%
20 Aug 2026 – open
Trough 23 Oct 2026 · not recovered
-12.4%
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
41
Vs category
100
Consistency
71
Risk-adjusted
64
Drawdown
29
Mean
61
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 71% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
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%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +0.3%
- 3Y
- +16.1%
- Vol
- 12.7%
- Max DD
- -18.4%
- Sharpe
- 0.72
- 3Y win
- +98%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- -5.1%
- 3Y
- +13.1%
- Vol
- 14.3%
- Max DD
- -21.5%
- Sharpe
- 0.47
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +15.9%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -16.6%
- Sharpe
- 1.01
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +5.8%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.47
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +0.1%
- 3Y
- +13.1%
- Vol
- 13.9%
- Max DD
- -17.8%
- Sharpe
- 0.39
- 3Y win
- +13%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER