Compare Aditya Birla Sun Life Transportation and Logistics Fund vs SBI Automotive Opportunities Fund
Aditya Birla Sun Life Transportation and Logistics Fund
EquitySectoral-Auto & Transportation
SBI Automotive Opportunities Fund
EquitySectoral-Auto & Transportation
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.22
2
NAV
₹15.77
₹12.28
Fund Started
27 Oct 2023
17 May 2024
Fund Size
₹1725.83 Cr
₹6070.82 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 30 days.
1 Year
2.79%
12.57%
3 Year
-
-
5 Year
-
-
Equity
98.46%
97.05%
Cash
1.54%
2.87%
Top 10 Holdings
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 11.20% |
Eternal Ltd. | 8.51% |
TVS Motor Company Ltd. | 7.28% |
Eicher Motors Ltd. | 6.93% |
SEDEMAC Mechatronics Ltd. | 5.48% |
Bajaj Auto Ltd. | 4.93% |
Sansera Engineering Ltd. | 4.29% |
Minda Corporation Ltd. | 3.92% |
Tata Motors Ltd. | 3.39% |
Bosch Ltd. | 3.27% |
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 12.15% |
TVS Motor Company Ltd. | 4.87% |
Sona BLW Precision Forgings Ltd. | 4.79% |
Eicher Motors Ltd. | 4.71% |
Samvardhana Motherson International Ltd. | 4.30% |
Maruti Suzuki India Ltd. | 3.84% |
Bharat Forge Ltd. | 3.81% |
Tata Motors Ltd. | 3.75% |
Sansera Engineering Ltd. | 3.59% |
Bosch Ltd. | 3.49% |
Name
-
-
Start Date
-
-
Description
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 seeks to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme.
Launch Date
27 Oct 2023
17 May 2024
