{"id":255018,"date":"2026-09-18T10:00:24","date_gmt":"2026-09-18T04:30:24","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/"},"modified":"2026-09-18T10:00:24","modified_gmt":"2026-09-18T04:30:24","slug":"aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL Transportation and Logistics Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-transportation-and-logistics-fund-g-direct-plan\">Aditya Birla SL Transportation and Logistics Fund Direct Growth Plan<\/a> currently has a NAV of \u20b917.68 as of 17 Sep 2026 and scheme AUM of \u20b91,807 Cr. Its 1-year, 3-year and 5-year returns are 13.32%, 0% and 0%, and the fund sits in the High Risk category.<\/p>\n<p>Our view is that this is a focused sector fund that has shown a decent 1-year outcome, but the longer-horizon figures remain too short to support a strong compounding story. The benchmark has been weaker over the same periods, yet the portfolio is concentrated enough that investors need to be comfortable with sharp swings.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_Transportation_and_Logistics\" title=\"Should you BUY or HOLD Aditya Birla SL Transportation and Logistics?\">Should you BUY or HOLD Aditya Birla SL Transportation and Logistics?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-transportation-and-logistics-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b917.68 as of 17 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,807 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.78%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>17 Nov 2023<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 365D, Nil after 365D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Dhaval Shah<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Dhaval Shah.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-4.23%<\/td>\n<td>-3.66%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>10.78%<\/td>\n<td>-3.71%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>13.32%<\/td>\n<td>-7.13%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent pattern is mixed rather than smooth. Over 1 month, the fund slipped more than the benchmark, which tells us that near-term volatility is still present. But over 3 months and 1 year, the fund has held up far better than the benchmark, and that gap suggests the strategy has been able to capture a much stronger rebound than the index during the latest cycle.<\/p>\n<p>The short-term story is therefore different from the longer-term picture that investors usually want to see. Because the scheme launched in late 2023, there is no 3-year or 5-year return history yet, so we cannot judge how it behaves across a full market cycle. That makes the current one-year number useful, but not sufficient on its own.<\/p>\n<p>From a benchmark perspective, the fund is ahead over every available trailing period in this table. The gap is especially wide over 3 months and 1 year, where the benchmark stayed in negative territory while the fund delivered positive returns. That said, the 1-month setback reminds us that sector-led portfolios can move sharply in both directions.<\/p>\n<p>For investors, the main takeaway is that the recent recovery has been stronger than the benchmark, but the evidence set is still young. We would treat the fund as a higher-volatility allocation rather than a steady all-weather equity core.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Aditya_Birla_SL_Transportation_and_Logistics\"><\/span>Should you BUY or HOLD Aditya Birla SL Transportation and Logistics?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Aditya Birla SL Transportation and Logistics? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-transportation-and-logistics-fund-g-direct-plan\">Aditya Birla SL Transportation and Logistics Fund Direct Growth Plan<\/a><\/td>\n<td>13.32%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-strategic-metal-and-energy-equity-fof-g-direct-plan\">ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan<\/a><\/td>\n<td>69.8%<\/td>\n<td>36.32%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-pharma-and-healthcare-fund-g-direct-plan\">HDFC Pharma and Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>25.31%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-healthcare-fund-g-direct-plan\">Kotak Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>25.27%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-active-momentum-fund-g-direct-plan\">Motilal Oswal Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>24.51%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/pgim-india-healthcare-fund-g-direct-plan\">PGIM India Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>22.75%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is well below the strongest peer numbers in this comparison set, while several peer schemes have also delivered returns in the low-to-mid 20% range or higher. That makes the fund look softer on the most recent one-year snapshot, even though it still stayed ahead of the benchmark.<\/p>\n<p>Because 3-year and 5-year peer figures are largely unavailable for the peer set, the comparison is more useful as a recent-performance check than as a full-cycle assessment. The one exception is the ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan, which shows a much stronger 3-year outcome, but that still does not let us build a broad long-term comparison across the group.<\/p>\n<p>Our reading is that the short-term comparison tells a different story from the benchmark comparison: the fund has beaten the benchmark, but not the strongest peer one-year numbers. That leaves it looking more like a cyclical, focused fund than a consistent leader across every available recent measure.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Mahindra &amp; Mahindra Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>11.89%<\/td>\n<\/tr>\n<tr>\n<td>Eternal Ltd.<\/td>\n<td>Retailing<\/td>\n<td>8.33%<\/td>\n<\/tr>\n<tr>\n<td>Eicher Motors Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>7.36%<\/td>\n<\/tr>\n<tr>\n<td>TVS Motor Company Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>7.35%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Auto Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>5.25%<\/td>\n<\/tr>\n<tr>\n<td>Sedemac Mechatronics Ltd.<\/td>\n<td>Domestic Equities<\/td>\n<td>4.63%<\/td>\n<\/tr>\n<tr>\n<td>Minda Corporation Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.85%<\/td>\n<\/tr>\n<tr>\n<td>Sansera Engineering Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.63%<\/td>\n<\/tr>\n<tr>\n<td>Tata Motors Ltd.<\/td>\n<td>Domestic Equities<\/td>\n<td>3.62%<\/td>\n<\/tr>\n<tr>\n<td>Maruti Suzuki India Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.51%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, Mahindra &amp; Mahindra Ltd., sits at 11.89%, which is large enough to matter on its own but not so dominant that the portfolio becomes a single-stock story. The next few names are also meaningful, so performance may be influenced by a small cluster of positions rather than one isolated holding.<\/p>\n<p>Weight falls from 11.89% at the top to 3.51% in the tenth holding. That drop is noticeable, and it suggests the fund spreads risk across more than just the very top line items, even though the biggest positions still carry clear influence. In practical terms, the top 10 holdings account for approximately 59.42% of the portfolio.<\/p>\n<p>With 33 disclosed holdings overall, the portfolio appears fairly concentrated in the leading names and then more distributed in the remaining tail. That mix could work well for investors who want focused exposure to the transportation and logistics theme, but it also means the portfolio may react more sharply when a few large positions move together.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-transportation-and-logistics-fund-g-direct-plan\">Aditya Birla SL Transportation and Logistics Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who are comfortable with High Risk and can tolerate a focused sector exposure. The 1-year return has been positive, but the weaker 1-month move and the absence of longer track-record returns mean the scheme is still better viewed as a satellite allocation than a core equity holding.<\/p>\n<p>The main trade-off is between the chance of sharp theme-led upside and the possibility of sharper drawdowns when the sector cools. Investors with a medium- to long-term horizon who already have diversified equity exposure may be better placed to handle that pattern than those looking for steadier, broad-market style outcomes.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 1% if units are sold on or before 365 days; nil after 365 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Aditya Birla SL Transportation and Logistics Fund Direct Growth Plan?<\/strong><br \/>The NAV is \u20b917.68 as of 17 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>Its 1-year return is 13.32%, while the 3-year and 5-year returns are Data not available.<\/p>\n<p><strong>How has it performed against the benchmark?<\/strong><br \/>It has outpaced the benchmark in the available 3-month and 1-year periods, while the benchmark stayed weaker over those horizons. The 1-month move was negative for both.<\/p>\n<p><strong>How does it compare with the peer funds listed here?<\/strong><br \/>Its 1-year return is lower than the stronger peer numbers in this comparison set, especially the ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan. Several other peers also show higher recent one-year returns.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>The fund is managed by Dhaval Shah. The exit load is 1% if units are sold on or before 365 days, and nil after 365 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund has shown a better recent path than its benchmark, but the 1-month dip and the lack of longer-horizon return history mean the case rests more on recent momentum than on proven cycle performance. Relative to the peer set, the one-year return is softer than several recent outcomes, even though the benchmark comparison is still favourable. The portfolio is concentrated, with Mahindra &amp; Mahindra Ltd. as the largest holding, so the fund suits investors who can handle High Risk and want focused transportation-and-logistics exposure rather than a broad, steady equity engine.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 18 September 2026 at 9:58 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Aditya Birla SL Transportation and Logistics Fund Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-transportation-and-logistics-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"17 Nov 2023\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":17.68,\"valueReference\":\"as of 17 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1807 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.78\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":13.32},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Dhaval Shah\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Aditya Birla SL Transportation and Logistics Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The NAV is \u20b917.68 as of 17 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is 13.32%, while the 3-year and 5-year returns are Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How has it performed against the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outpaced the benchmark in the available 3-month and 1-year periods, while the benchmark stayed weaker over those horizons. The 1-month move was negative for both.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is lower than the stronger peer numbers in this comparison set, especially the ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan. Several other peers also show higher recent one-year returns.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Dhaval Shah. The exit load is 1% if units are sold on or before 365 days, and nil after 365 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla SL Transportation and Logistics Fund Direct Growth Plan has a NAV of \u20b917.68 as of 17 Sep 2026 and 1-year return of 13.32%.<\/p>\n","protected":false},"author":38,"featured_media":255011,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-255018","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["255011"],"rank_math_title":["Aditya Birla SL Transport &amp; Logistics NAV"],"rank_math_description":["Aditya Birla SL Transportation and Logistics Fund Direct Growth Plan NAV \u20b917.68, 1Y return 13.32% as of 17 Sep 2026."],"rank_math_focus_keyword":["Aditya Birla SL Transportation and Logistics Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Aditya_Birla_SL_Transportation_and_Logistics_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_bullish.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/255018","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=255018"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/255018\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/255011"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=255018"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=255018"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=255018"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}