• A theme that is growing fast with a fast-growing Indian economy
India has consistently achieved pole position for its economic growth rates – its forecast continuing to look bright. Such fast paced economic growth, opens significant sectoral/thematic growth opportunities, especially for themes whose impact is far reaching – Transportation and Logistics is one such key theme!
• Transportation and Logistics – a wide investing universe
This theme is spread across ~20 different industries encompassing more than 200 businesses. PVs and CVs, auto components, logistics providers, e-commerce delivery, ports, and airlines to name a few. Each with its own unique and robust growth potential.
• Multiple Growth Drivers
On the demand side – existing low vehicle penetration levels coupled with rising income can boost the auto segment. On the supply side – increased policy support to manufacturing can boost auto & ancillary production for both domestic and export market. Capacity expansion in infrastructure like rail, road, and ports along with Gati shakti scheme is a key driver to build logistics infrastructure.
• Diverse Investment Opportunities
This theme thus encompasses many sectors that can benefit from the changing and growing Indian economy and is likely to present several structural and cyclical investment opportunities
• An active thematic fund – Your Path to Growth
An actively managed equity fund with a focus on the transportation and logistics theme can grant you access to this journey of growth. Expert fund managers and analysts conduct a thorough study of the theme, selecting stocks to build a portfolio with the potential for long-term capital growth.
An open ended equity scheme following transportation and logistics theme
The Scheme follows an active investment strategy and is an equity oriented scheme with focus on Transportation & Logistics theme. The investment will be in equity and equity related securities of companies that follow the Transportation & Logistics theme. The Scheme will follow a bottom-up approach to stock-picking. All companies selected will be analyzed taking into account the business fundamentals like nature and stability of business, prospects of future growth and scalability, financial discipline and returns, valuations in relation to broad market, expected growth in earnings and the company’s financial strength and track record. The equity portfolio shall be structured so as to keep risk at acceptable levels and invest across Market cap. The portfolio manager will adopt an active management style to optimize returns.
To Invest in Aditya Birla Sun Life Transportation and Logistics Fund (NFO) contact us…
Aditya Birla Sun Life Transportation and Logistics Fund (NFO) Details
| Particular | Details |
| NFO Open | 27 Oct 2023 |
| NFO Close | 10 Nov 2023 |
| NFO Re-Open | 20 Nov 2023 (Tentative) |
| Scheme TYPE | Open-Ended |
| Purchase Mode | Lumpsum & SIP both |
| Minimum Application Amount | ₹500/- and any amount thereafter |
| Benchmark | Nifty Transportation and Logistics TRI |
| Fund Manager | Mr. Dhaval Gala and Mr. Dhaval Joshi (for Overseas Investments) |
| Riskometer | Very High |
To Invest in Aditya Birla Sun Life Transportation and Logistics Fund (NFO) contact us…
Aditya Birla Sun Life Transportation and Logistics Fund (NFO) Objectives
- Long term Capital Appreciation
- Investment in equity and equity related instruments following transportation and logistics theme.
Aditya Birla Sun Life Transportation and Logistics Fund (NFO) Investment strategy
The Scheme follows an active investment strategy and is an equity oriented scheme with focus on Transportation & Logistics theme. The investment will be in equity and equity related securities of companies that follow the Transportation & Logistics theme. The Scheme will follow a bottom-up approach to stock-picking. All companies selected will be analyzed taking into account the business fundamentals like nature and stability of business,
prospects of future growth and scalability, financial discipline and returns, valuations in relation to broad market, expected growth in earnings and the company’s financial strength and track record. The equity portfolio shall be structured so as to keep risk at acceptable levels and invest across Market cap. The portfolio manager will adopt an active management style to optimize returns.
For Details Reports Please download the Presentation, SID, KIM from below…
Risk Discloser – MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. The Scheme being sectoral in nature carries higher risks versus diversified equity mutual funds on account of concentration and sector specific risks. Investors should consult their financial advisers, if in doubt about whether the product is suitable for them. The product labeling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
