Aditya Birla Sun Life Transportation and Logistics Fund
Stocks held by month, last 12 months collected. Source: Aditya Birla Sun Life Mutual Fund monthly portfolios.
| Stock | Change | Shares before | Shares now | Difference | Value |
|---|---|---|---|---|---|
| BAJAJ-AUTO | Added | 61,743 | 78,193 | +16,450 | ₹94.8 cr |
Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: Aditya Birla Sun Life Mutual Fund monthly portfolios.
| Sector | ||||
|---|---|---|---|---|
| M&M Mahindra & Mahindra Limited | Automobile and Auto Components | 6.55 lakh | ₹215 cr | 11.89% |
| ETERNAL ETERNAL LIMITED | Consumer Services | 45.88 lakh | ₹151 cr | 8.33% |
| EICHERMOT Eicher Motors Limited | Automobile and Auto Components | 1.67 lakh | ₹133 cr | 7.36% |
| TVSMOTOR TVS Motor Company Limited | Automobile and Auto Components | 3.06 lakh | ₹133 cr | 7.35% |
| BAJAJ-AUTO Bajaj Auto Limited | Automobile and Auto Components | 78,193 | ₹94.8 cr | 5.25% |
| SEDEMAC SEDEMAC Mechatronics Limited | Automobile and Auto Components | 2.71 lakh | ₹83.6 cr | 4.63% |
| MINDACORP Minda Corporation Limited | Automobile and Auto Components | 9.77 lakh | ₹69.6 cr | 3.85% |
| SANSERA Sansera Engineering Limited | Automobile and Auto Components | 1.63 lakh | ₹65.6 cr | 3.63% |
| TMCV Tata Motors Limited | Capital Goods | 13.89 lakh | ₹65.4 cr | 3.62% |
| MARUTI Maruti Suzuki India Limited | Automobile and Auto Components | 46,809 | ₹63.4 cr | 3.51% |
| BOSCHLTD Bosch Limited | Automobile and Auto Components | 12,000 | ₹60.0 cr | 3.32% |
| HAPPYFORGE Happy Forgings Limited | Capital Goods | 2.34 lakh | ₹56.4 cr | 3.12% |
| MOTHERSON Samvardhana Motherson International Limited | Automobile and Auto Components | 30.83 lakh | ₹52.6 cr | 2.91% |
| INDIGO InterGlobe Aviation Limited | Services | 98,922 | ₹51.8 cr | 2.86% |
| SONACOMS Sona BLW Precision Forgings Limited | Automobile and Auto Components | 5.93 lakh | ₹48.3 cr | 2.67% |
| SWIGGY Swiggy Limited | Consumer Services | 13.82 lakh | ₹39.0 cr | 2.16% |
| PITTIENG Pitti Engineering Limited | Capital Goods | 3.31 lakh | ₹36.6 cr | 2.03% |
| HYUNDAI Hyundai Motor India Limited | Automobile and Auto Components | 1.62 lakh | ₹35.6 cr | 1.97% |
| ASHOKLEY Ashok Leyland Limited | Capital Goods | 18.45 lakh | ₹32.4 cr | 1.79% |
| SJS S.J.S. Enterprises Limited | Automobile and Auto Components | 1.23 lakh | ₹30.6 cr | 1.69% |
| CRAFTSMAN Craftsman Automation Limited | Automobile and Auto Components | 24,658 | ₹27.6 cr | 1.53% |
| BELRISE Belrise Industries Limited | Automobile and Auto Components | 11.56 lakh | ₹26.9 cr | 1.49% |
| CYIENTDLM Cyient DLM Limited | Capital Goods | 2.89 lakh | ₹24.4 cr | 1.35% |
| ASAHIINDIA Asahi India Glass Limited | Automobile and Auto Components | 2.49 lakh | ₹23.7 cr | 1.31% |
| CONCOR Container Corporation of India Limited | Services | 4.50 lakh | ₹23.0 cr | 1.27% |
| ATHERENERG Ather Energy Limited | Automobile and Auto Components | 1.26 lakh | ₹21.7 cr | 1.20% |
| ADANIPORTS Adani Ports and Special Economic Zone Limited | Services | 1.32 lakh | ₹21.0 cr | 1.16% |
| VRLLOG VRL Logistics Limited | Services | 6.20 lakh | ₹18.8 cr | 1.04% |
| GABRIEL Gabriel India Limited | Automobile and Auto Components | 1.17 lakh | ₹16.8 cr | 0.93% |
| MEESHO Meesho Limited | Consumer Services | 7.21 lakh | ₹14.8 cr | 0.82% |
| ENDURANCE Endurance Technologies Limited | Automobile and Auto Components | 50,131 | ₹14.4 cr | 0.80% |
| TIINDIA Tube Investments of India Limited | Automobile and Auto Components | 40,215 | ₹11.2 cr | 0.62% |
| HEROMOTOCO Hero MotoCorp Limited | Automobile and Auto Components | 12,832 | ₹7.0 cr | 0.39% |
Equity rows as disclosed, Aug 2026. Source: Aditya Birla Sun Life Mutual Fund monthly portfolio.
- Automobile and Auto Components69.8%
- Capital Goods12.2%
- Consumer Services11.6%
- Services6.5%
AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: Aditya Birla Sun Life Mutual Fund monthly portfolio; AMFI.
- Large Cap57.5%
- Small Cap28.4%
- Mid Cap14.1%
AMFI's list of Jun 2026. Source: Aditya Birla Sun Life Mutual Fund monthly portfolio; AMFI.
| Period | Return | From | To |
|---|---|---|---|
| 1 year | +15.67 % in total | 25 Sep 2025 · NAV ₹15.5100 | 25 Sep 2026 · NAV ₹17.9400 |
| Since first NAV | +22.71 % a year, compounded | 21 Nov 2023 · NAV ₹10.0200 | 25 Sep 2026 · NAV ₹17.9400 |
Past performance may not be sustained in future.
Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 152158).