Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth

Scheme code: INF209KB15X7 NAV value: ₹ 13.8900 NAV date: 19 March, 2026 TER: 0.82%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-8.66	40.92	4.62	8.59	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	8.59
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	8.59
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	8.59
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	8.59
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,54,231 - Absolute Returns: ₹54,231 - CAGR: %

Max Drawdown

-28.25 %

Drawdown Duration

6 months

Avg Drawdown

-7.72 %

1 Y

0.3041

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	12.16	1.16	120.0	105.1	15.75 %	4.00 %
3 years	5.83	1.07	109.0	99.9	11.50 %	5.72 %
5 years	3.57	1.07	109.0	99.9	6.75 %	3.39 %
7 years	2.64	1.07	109.0	99.9	4.78 %	2.41 %
10 years	1.96	1.07	109.0	99.9	3.32 %	1.68 %
12 years	1.70	1.07	109.0	99.9	2.76 %	1.40 %
15 years	1.44	1.07	109.0	99.9	2.20 %	1.12 %