NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.99
-1.13%
NAV as on 17 Dec 24, 12:00 AM
very high risk
equity other
equity
NAV as on 17 Dec 24, 12:00 AM
very high risk
equity other
equity
31.48%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
37.44%p.a.
Since Inception
About Aditya Birla Sun Life Transportation and Logistics Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Transportation and Logistics Fund Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Nov 2023, Aditya Birla Sun Life Transportation and Logistics Fund Growth is Equity - Other fund of its category with 1,567.74 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- Aditya Birla Sun Life Transportation and Logistics Fund Growth delivered 31.5% annual returns during the last year. It has delivered 37.4% average annual returns since the fund was launched.
- Aditya Birla Sun Life Transportation and Logistics Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies following transportation and logistics theme.
Top 10 Holdings
Mahindra & Mahindra Ltd
9.35%
Tata Motors Ltd
8.33%
Maruti Suzuki India Ltd
7.15%
Zomato Ltd
6.66%
Samvardhana Motherson International Ltd
6.33%
Hero MotoCorp Ltd
5.70%
Bajaj Auto Ltd
5.56%
InterGlobe Aviation Ltd
4.90%
Tube Investments of India Ltd Ordinary Shares
3.59%
TVS Motor Co Ltd
3.49%
Fund Managers
- Dhaval Gala (Nov 2023 - Present)
- Dhaval Joshi (Nov 2023 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Transportation and Logistics Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Transportation and Logistics Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Transportation and Logistics Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Transportation and Logistics Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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