Aditya Birla SL Transportation and Logistics Fund(G) Mutual fund

Aditya Birla SL Transportation and Logistics Fund(G)

Q: How to Invest in Aditya Birla SL Transportation and Logistics Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Aditya Birla SL Transportation and Logistics Fund good?

The Aditya Birla SL Transportation and Logistics Fund has an AUM of ₹1567.74 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.41%. The risk is Very High against the category average of 70.28.

Q: Is Aditya Birla SL Transportation and Logistics Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Aditya Birla SL Transportation and Logistics Fund?

There is no lock-in period applicable on Aditya Birla SL Transportation and Logistics Fund.

Q: What is the expense ratio of Aditya Birla SL Transportation and Logistics Fund?

The expense ratio of Aditya Birla SL Transportation and Logistics Fund is 2.07%.

Equity

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Sectoral

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Fund Details

Current NAV

₹13.52

Expense Ratio

2.07%

Min SIP

₹100

Fund Size

₹1568Cr

Min Investment

₹500

Lock In

Scheme Information Document

Exit load: For redemption / switch-out of units on or before 365 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 365 days from the date of allotment - Nil

Fund Performance

Alpha

11.51%

Beta

1.13

Sharpe Ratio

1.4076

Risk

17.43%

Above numbers are based upon past 3 years

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Holding Pattern

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Peer Comparison

Fund Management

Fund House Details

Aditya Birla SL Transportation and Logistics Fund(G) FAQs

Q1. How to Invest in Aditya Birla SL Transportation and Logistics Fund through Rupeezy?

Q2. Is Aditya Birla SL Transportation and Logistics Fund good?

Q3. Is Aditya Birla SL Transportation and Logistics Fund tax free?

Q4. What is the lock-in period of Aditya Birla SL Transportation and Logistics Fund?

Q5. What is the expense ratio of Aditya Birla SL Transportation and Logistics Fund?

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