ABSL Transportation Logistics Fund_NFO PPT.pdf

Aditya Birla Sun Life AMC Ltd.
NFO Opens: October 27, 2023 | NFO Closes: November 10, 2023
Aditya Birla Sun Life
Transportation and Logistics Fund
The Pathway to India’s
Fast Track Growth

Transportation & Logistics: A Big Pool of Opportunities
2
Transportation Logistics
Automobiles
Auto Ancillary
Shipping
Railways
Infrastructure
Airlines
Ports
Warehousing /
Supply Chain
E-commerce

0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
20,000
Apr/05
Nov/05
Jun/06
Jan/07
Aug/07
Mar/08
Oct/08
May/09
Dec/09
Jul/10
Feb/11
Sep/11
Apr/12
Nov/12
Jun/13
Jan/14
Aug/14
Mar/15
Oct/15
May/16
Dec/16
Jul/17
Feb/18
Sep/18
Apr/19
Nov/19
Jun/20
Jan/21
Aug/21
Mar/22
Oct/22
May/23
Nifty transportation & logistics vs. NIFTY 50 vs. NIFTY 500
Value of ₹ 1,000 invested
Nifty Transportation & Logistic Nifty 50 TRI Nifty 500 TRI
3
Diversified Large Theme
Since Inception NIFTY Transportation & Logistics NIFTY 50 TRI NIFTY 500 TRI
Growth of ₹1,000 invested 19,240 11,734 11,756
CAGR (%) 17.41% 14.30% 14.31%
20 Basic industries form a part of
this Theme
~200 companies form a part of the
listed universe
Low Correlation & relatively higher
returns vs. Nifty 50 and Nifty 500
makes it good for diversification.
Source: NSE. Data is from the date of inception of NSE Transportation & Logistics index 1-Apr-2005.Past performance may or may not be sustained in future.

Investment Thesis for Transportation & Logistics
4
Low Penetration
Rising Aspiration with
Improving Affordability
Premiumization
ICE to EV
Auto Ancillary:
Multiple Opportunities
Logistics: Long Term
Play on the unveils
Source: J.P. Morgan and SIAM
Global Peers far ahead, potential upside for
2W, PV
Aspirational & young population with median
age of 28 years
Premiumization trend in PVs will be led by the
SUV segment
Strong Government support, need for
alternative and sustainable energy
Export Growth and good domestic
manufacturing capabilities
Focused on creating infra to boost logistics
sector & bring down cost
PV penetration level same as where China was
in 2004.
Increasing per capita income leading to better
affordability
Content per vehicle is higher in SUVs and in
top variants.
Multiple new launch in EV segment to drive
growth
Expansion in product line and geographical
diversification
Expand interconnectivity of rail, road and
ports to improve mobility with efficiency

Investment Thesis For
Transportation & Logistics Theme

Penetration of 2-Wheelers low compared to Asian Peers. Volume growth to
be driven by Rural India @ 8% CAGR (2023-2036). Premiumization trend set
to increase drive in 2-Wheeler segment.
PV penetration in India at levels similar to where China was in 2004
30
77
215
629 637
731
837
0
250
500
750
1000
India Indonesia China Japan Germany France USA
This number is
expected to grow to
175 by 2040
11.2% 11.9%
13.1%
14.3%
21.8%
24.6%
29.6%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
Phillipines India Myanmar Malaysia Indonesia Thailand Vietnam
6
Low Penetration vis-à-vis Global Peers
2W penetration levels, CY2022 Passenger vehicle penetration per 1000 people of countries (2022)
Source: SIAM, ABSLAMC Company Research. April 2023 latest available data.

Aditya Birla Sun Life AMC Ltd. 7
Markets Within a Market
Source: BHP India, a, as per latest available data. Map of India is used for illustrative purpose alone and is not a political map of India.

Younger population is opting to buy premium models thereby increasing the Average Selling Price (ASPs), albeit, at a
slower pace than income growth
28
0
10
20
30
40
India median age China median age World Median age
3.9% 5.90% 3.10%
9.90%
7.80%
0
200
400
600
800
1000
FY2018 FY2019 FY2020 FY2021 FY2022 FY2023
Industry ASPs
8
Major Shift coming in India’s Income Pyramid
Median Age
Source: Morgan Stanley, ABSLAMC Company Research
Average Selling Price for Car Manufacturers
2021 Households by Income Distribution 2031 Households by Income Distribution
2%
24%
36%
38%
5.6
70.2
106.4
112.3
No of HH’s
7%
46%
34%
13%
25.2
165.4
122.7
47.2
No of HH’s
Household
Income,
US$
Household
Income,
US$

Premiumization: Upwardly Mobile India
Source: J.P. Morgan and SIAM
38% 36% 36% 33% 28% 25% 22% 21% 20%
35% 35% 34%
31%
31%
25% 24% 23% 23%
27% 30% 30% 36% 41%
50% 53% 56% 57%
0%
20%
40%
60%
80%
100%
FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024E FY2025E
Entry compact & sedans Premium compact & sedans SUVs
20% 35%
33%
8%
35% 35%
34%
82% 93%
14%
46%
0
5,000
10,000
15,000
20,000
upto 110cc 110-135cc >135cc
Motorcycle Scooters Mopeds
FY19 FY20 FY21 FY22 FY23
2%
29% 43%
35%
0
50,000
1,00,000
1,50,000
2,00,000
2,50,000
A B C SUV
PV
Share of Premium Passenger Vehicle have doubled in last few years
Increase in Kit Value of PVs Increase in Kit Value of 2W

0%
18%
5%
20%
1%
10%
20%
17%
25%
2%
18%
22% 20%
33%
10%
25% 25% 23%
38%
25%
40%
35% 35%
50% 50%
0%
10%
20%
30%
40%
50%
60%
Sunroof LED Lighting Automatic Transmission (AT) Cars Alloy Wheels Connected Features
FY2017 FY2019 FY2021 FY2023 FY2027E
10
Premiumization: Fascinating Features
Source- Company Research, ABSLAMC Company Research
1x 1x 1x 1x 1x 1x 1x
1.2x 1.1x
3x
2.5x
2x
2.7x
1.4x
4W-Wiring
Harness
2W-Wiring
Harness
Bumpers Door panel Instrument
panels
Mirrors Lighting &
Electronics
Base Variant Top Variant
Difference in content of top and base variant
Increased adoption of premium features
x 1x 1x 1x 1x
1.4x 1.4x 1.2x 1x
1.7x
1.5x 1.7x
2.5x
1.2x
3x
Wiring Harness Bumpers Door panel Instrument panels Mirrors
Hatchback Sedan SUV
Content increase between PV models

0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
0
1,00,000
2,00,000
3,00,000
4,00,000
5,00,000
6,00,000
7,00,000
8,00,000
FY21 FY22 FY23 FY24YTD
Electric PV volumes (LHS) Electric 2W volumes (LHS)
Electric PV penetration (RHS) Electric 2W penetration (RHS)
Given rising fuel prices & increased focus to reduce emissions, countries globally have adopted EVs in a significant manner. India is expected to
follow suit thereby giving rise to multiple investment opportunities
11
ICE to EV: Growing Momentum
Global EV penetration (PV, %) EV Sales Volume and Penetration
Source: SIAM, ABSLAMC Company Research. Internal Combustion Engine(ICE)
1.3%
6.7%
12.1%
28.2%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
India US Europe China

Strong Government Support
• Lower GST rates
• Auto PLI scheme
70%
40%
100%
65%
80%
0%
20%
40%
60%
80%
100%
FY23 FY24E FY25E FY26E FY27E FY28E FY29E FY30E FY31E FY32E FY33E
2-Wheeler PVs 3-Wheelers LCVs Buses
12
ICE to EV: Multiple Factors Favouring Adoption of EV
% EV adoption across vehicle segments
New Model Launches
(Mahindra XUV 400, Tata Punch/
Curvv)
Reduction in Battery/ EV Prices
Scale Benefit
Source: Axis Capital

Auto Ancillary: The Sunrise Sector
Thrust towards EV driving
local manufacturing of
components.
Identified as export hub due to
high quality component
manufacturing capability.
Aided by China+1
Product
Diversification
ICE to EV Exports
JVs to help in product
development (Battery
Management systems, Electric
Control Units) bringing in
diversification synergy.
Auto Component Industry growth over last 10 years is driven by robust domestic vehicles sales,
strong aftermarket and increasing exports.

0
1000
2000
3000
4000
5000
6000
Mar/21
May/21
Jul/21
Sep/21
Nov/21
Jan/22
Mar/22
May/22
Jul/22
Sep/22
Nov/22
Jan/23
Mar/23
May/23
Jul/23
Sep/23
14
Illustration: Change in Product Mix for Diversification
Case Study: Craftsman Automation (Stock Price Movement ) Revenue Mix
Source: BSE Capital, I-Sec Direct. The stock(s)/issuer(s) mentioned above should not be construed as any research report/recommendation to buy/ sell/ hold. The returns given above shall not be construed as Scheme returns.
• Craftsman Automation: From being a CV-focused player manufacturing ferrous casting products, the company has evolved as a diversified player in the last
couple of years.
• It has added and expanded in PV/2W markets through the aluminium component segment.
• Aluminium segment gaining traction and revenue mix increasing from ~25% in FY22 to ~45% by FY26E.
• The company continues its diversification trend and focus on profitable growth.
58% 55% 48% 52% 52% 48% 39% 37% 35%
16% 17%
17%
21% 25% 29% 42% 45% 48%
27% 28% 35% 27% 23% 23% 19% 18% 17%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
FY18 FY19 FY20 FY21 FY22 FY23 FY24E FY25E FY26E
Powertrain (%) Aluminum (%) Industrial & Engineering (%)
15 18 15 16 22 32 43 50 58
Revenue
(INR bn)

Illustration: Rising Trend in EV Adoption
Potential EV Kit value (2W) Case Study : UNO Minda (Stock Price Movement)
Source: Internal Company Research. Data as of 31-August-2023. The stock(s)/issuer(s) mentioned above should not be construed as any research report/recommendation to buy/ sell/ hold. The returns given above shall not be construed as Scheme returns
5209 5266
6966
4085
3157
6261
7110
9231
4517 3611
8457
9585
12136
8243
6978
Upto 110CC 110-135CC >135CC All Scooters All Mopeds
Economy Executive Premium Scooter Moped
2019 2020 2021
25924
37805 37433
82509
3450
29095
43078 43303
120783
6873
34095
48078 48303
140788
7904
Upto Rs. 2.2 Lacs Rs. 2.2- 4.5 Lacs Rs. 4.5- 8.3 Lacs >Rs. 16 Lacs Off Road
A B C E&MUV Tractor
2019 2020 2021
Existing
product
that can be
fitted in EV
Positive
impact on
LED Lamps
& Sensors
Product
under
Production
Additional
Products
Products
under
Development
EV Kit
Value
Potential
₹ 150.00
₹ 250.00
₹ 350.00
₹ 450.00
₹ 550.00
₹ 650.00
₹ 750.00

Illustration: Exports
Source: Internal Company Research. Data as of 31-August-2023. The stock(s)/issuer(s) mentioned above should not be construed as any research report/recommendation to buy/ sell/ hold. The returns given above shall not be construed as Scheme returns.
*Sona BLW IPO came in June 2021.
₹ 0
₹ 200
₹ 400
₹ 600
₹ 800
₹ 1,000
Jun/21
Aug/21
Oct/21
Dec/21
Feb/22
Apr/22
Jun/22
Aug/22
Oct/22
Dec/22
Feb/23
Apr/23
Jun/23
Aug/23
Sona BLW *- Stock Price Movement
₹ 0
₹ 100
₹ 200
₹ 300
₹ 400
₹ 500
₹ 600
₹ 700
₹ 800
Ramkrishna Forgings - Stock Price Movement
5,294 4,388 5,179 9,904 12,451
29%
39% 40% 43% 41%
-40%
-20%
0%
20%
40%
60%
80%
100%
₹ 0
₹ 2,000
₹ 4,000
₹ 6,000
₹ 8,000
₹ 10,000
₹ 12,000
₹ 14,000
Ramkrishna Forgings
Export Revenue (in cr) As % of total sales Export Growth (%)
2,028 1,628
3,285
10,422
13,199
29% 32%
46%
57%
53%
0%
10%
20%
30%
40%
50%
60%
₹ 0
₹ 2,000
₹ 4,000
₹ 6,000
₹ 8,000
₹ 10,000
₹ 12,000
₹ 14,000
Sona BLW
Export Revenue (in cr) As a % of total sales

CAPEX outlay of more than ~INR 1 trillion is likely during the period FY20 to FY25.
441 481
563 578
671 670 701 756
881
1006
85
104
123
140 141
53
84
136
153
172
-
20
40
60
80
100
120
140
160
180
200
0
200
400
600
800
1000
1200
FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24E FY25E
Total Fleet (LHS) Domestic passenger (mn) (RHS)
17
Aviation: Soaring High
Source: DGCA Annual Report
Airline Fleet and Domestic Passengers Travelled
Number of Airports in India
74
148
220
2014 2023 2025

Industry structure is moving towards duopoly leading to better bargaining power in supply chain aircraft, pilots, crew.
18
Aviation: Industry Structure to Duopoly
33.8% 36.9% 40.1% 39.7% 42.7% 48.2% 42.6%
55.3% 57.2%
0.0%
20.0%
40.0%
60.0%
80.0%
100.0%
120.0%
FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23
Indigo Air Asia Air India Go Air Spice Jet Vistara Others
Market Share of Existing Airlines
Source: Axis Capital. l. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research report/recommendation of the same and the Fund may or may not have any future position in these sector(s)/stock(s)/issuer(s).

Logistics: Sector Overview
GatiShakti 7 Engines of Progress
Road Railways Airports Ports Mas Transport Waterways
Logistic
Infrastructure
Ports / Rail Infra /
Supply Chain
Global Freight Services E-commerce
Business 2 Business Global Trade Business 2 Consumer
Logistics

Logistics in India is Inefficient
Source: CLSA, IBEF, Department of Commerce. June 2023
Parameters US China India
GDP USD 21 trn USD 14.7 trn USD 2.7 trn
Logistics Market Spend USD 1.6 trn USD 2.2 trn USD 390 bn
Total Logistics Spend as % of GDP 8% 15% 14%
Per Capita Logistics Spend USD 4860 USD 1540 USD 280
Share of Top 10 organized player ~15% ~7-10% ~1.5%
Average size of Warehouse (sq ft) 100-200K 20-50K 8-12K
Average size of the Truck (tonnes) 48 45 24-32
Average distance Travelled by Trucks (kms) 500+ 423 325
India’s logistics per capita spend at USD280 is very low and has growth potential.
Policy level changes and integration will lead to growth of the sector. Opportunities galore!
Organized Sector penetration is low compared to global peers. With favourable policy, this % set to grow.

Rollout of Dedicated Freight Corridor (DFC) is expected to multiply rail freight.
21
Rail infrastructure has Improved
Pre DFC
Post DFC
Source: Nomura Research. Map of India on the website is used for illustrative purpose alone. And it is not a political map of India.
Time
72
Hours
Speed
28
KMPH
Time
27
Hours
Speed
75
KMPH
Post DFC

Volume growth in non major ports has been 2X compared to major ports due to efficiency gains & privatization.
22
Source: sagarmala.gov.in
Port Infrastructure Efficiency Improved
246
784
96
650
0
200
400
600
800
1000
1200
1400
1600
FY2002 FY2023
Metric
Tonnes
Major ports Minor ports
Cargo handled at Indian Ports (MT)

B2C logistics - Tip of the Iceberg
Source: Delivery DRHP
Market expects India to follow a similar trend, however a much lower 21% CAGR in shipment volume for the
industry over FY20-30.
India
at 2021
2.7bn
parcels in 2021
85
parcels per second
7.3m
parcels per day
1.9
parcels per person
China
at 2010
2.7bn
parcels in 2010
83bn
parcels in 2021
China
in 2021
40% CAGR
over CY09-21

A Theme with Multiple Levers for Long Term Growth
Higher Per Capita Income to
boost consumption of Auto
sector
Premiumization &
Regulatory requirement
may lead to increase in
Average Selling Price (ASP)
Higher domestic
manufacturing and exports
to be cornerstone for Auto
Ancillary.
More content per vehicle,
advance R&D and move from
ICE to EV to be growth factors
for Auto Ancillary
Development of Ports, DFC,
Road Infrastructure and Airlines
to boost the Logistics sector.

Presenting

ABSL Transportation and Logistics Fund
GARP: Growth at Reasonable Price.
The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved. For details, refer SID/KIM of the scheme.
The fund is suitable for Long term Equity Investors with an Investment horizon of 3 years
and above
Optimized Portfolio
Fundamental Research Driven
Equity Allocation
Fund
Positioning
Investment
Approach
Suitability
• An open ended equity scheme following a Transportation and Logistics Theme
• Equity portion of Portfolio will follow GARP and can invest across various sectors within the
Theme.
Equity: 80-100% in the
Transportation &
Logistics Theme
Equity Allocation: 0-20%
outside of the theme
Blend of top down and
bottom-up approach for
portfolio construction
Equity portion will follow
GARP philosophy to seek
growth opportunities
from across the market
spectrum

Theme has
many underlying
sectors that will
benefit from
overall change
in the Indian
economy
Structural and
cyclical
investment
opportunities
available across
investment
theme
Well diversified
businesses
covering a
spectrum across
20 basic
industries*
Good mix of
Urban/ Rural
and Domestic/
International
Play available in
the Fund
Innovation &
new
technologies
part of this
theme
27
ABSL Transportation and Logistics Fund
*Basic industries as per AMFI which are subject to change

4 CVs
4 2W/3Ws
3 Port & Port Services
3 Airlines
2 Trading- Components
2 E-Commerce Delivery
2 Tractors
2 Airports
1 Railway Wagons
1 CV Dealers
1 Auto Dealers
83
34
13
11
10
7
7
5
5
27
Auto Components & Equipments
Logistics Solution Provider
Castings & Forgings
Tyres & Rubber Products
Road Assets - Toll, Annuity,
Hybrid-Annuity
Abrasives & Bearings
Passenger Cars & Utility Vehicles
Shipping
Tour, Travel Related Services
Others
Others
28
Listed Universe
Source: BSEI, AMFI. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research report/recommendation of the same and the Fund may or may not have any future position in these sector(s)/stock(s)/issuer(s)
Basic industry wise breakup of listed stocks in the theme

Stock Name Basic Industry Market Cap
Maruti Suzuki India Ltd. Passenger Cars & Utility Vehicles Large Cap
Mahindra & Mahindra Ltd. Passenger Cars & Utility Vehicles Large Cap
Tata Motors Ltd. Passenger Cars & Utility Vehicles Large Cap
Adani Ports and Special Economic Zone Ltd. Port & Port services Large Cap
Bajaj Auto Ltd. 2/3 Wheelers Large Cap
Eicher Motors Ltd. 2/3 Wheelers Large Cap
Zomato Ltd. E-Retail/ E-Commerce Large Cap
Hero Motocorp Ltd. 2/3 Wheelers Large Cap
TVS Motor Company Ltd. 2/3 Wheelers Large Cap
Tube Investments of India Ltd. Auto Components & Equipments Large Cap
Interglobe Aviation Ltd. Airline Large Cap
Samvardhana Motherson International Ltd. Auto Components & Equipments Large Cap
IRCTC Tour Travel Related Services Large Cap
Tata Motors Ltd DVR Passenger Cars & Utility Vehicles Large Cap
Bosch Ltd. Auto Components & Equipments Large Cap
Container Corporation of India Ltd. Logistics Solution Provider Mid Cap
Bharat Forge Ltd. Castings & Forgings Mid Cap
Ashok Leyland Ltd. Commercial Vehicles Mid Cap
Sona BLW Precision Forgings Ltd. Auto Components & Equipments Mid Cap
MRF Ltd. Tyres & Rubber Products Mid Cap
Balkrishna Industries Ltd. Tyres & Rubber Products Mid Cap
AIA Engineering Ltd. Castings & Forgings Mid Cap
Schaeffler India Ltd. Auto Components & Equipments Mid Cap
Sundram Fasteners Ltd. Auto Components & Equipments Mid Cap
Carborundum Universal Ltd. Abrasives & Bearings Mid Cap
Apollo Tyres Ltd. Tyres & Rubber Products Mid Cap
SKF India Ltd. Abrasives & Bearings Mid Cap
UNO Minda Ltd. Auto Components & Equipments Mid Cap
Grindwell Norton Ltd. Abrasives & Bearings Mid Cap
Delhivery Ltd. Logistics Solution Provider Mid Cap
Exide Industries Ltd. Auto Components & Equipments Small Cap
Sector Weightage
29
Benchmark Composition & Details
Automobiles
57%
Auto Ancillary
25%
Logistics & Others
18%
Source: NSE Transportation & Logistics Index as of 30-September-2023.
https://www.niftyindices.com/indices/equity/thematic-indices/nifty-transportation-logistics

Valuations
Automobiles - P/E (ex Tata Motors) Automobiles – P/B (ex Tata Motors)
21.1
22.8
32.3
15.3
26.7
19.0
10.0
18.0
26.0
34.0
Sep-13 Dec-14 Mar-16 Jun-17 Sep-18 Dec-19 Mar-21 Jun-22 Sep-23
P/E (x) Avg (x) Max (x) Min (x) +1SD -1SD
4.3
4.0
5.4
2.1
4.6
3.4
2.0
3.0
4.0
5.0
6.0
P/B (x) Avg (x) Max (x) Min (x) +1SD -1SD
Auto Ancillary - P/E Auto Ancillary- P/B
25.3
27.5
38.9
13.0
33.8
21.2
10.0
18.0
26.0
34.0
42.0
3.7
3.7
5.3
1.6
4.5
2.8
1.0
2.0
3.0
4.0
5.0
6.0
Source: Motilal Oswal Research
Despite the improving growth outlook of the sector, valuations in Auto and Logistics sector are shade below the long-term averages.

Valuations
29.1
32.4
46.9
15.8
38.8
25.9
10.0
25.0
40.0
55.0
Logistics - P/B
Logistics - P/E
4.2
3.9
5.3
2.3
4.6
3.2
1.0
2.0
3.0
4.0
5.0
6.0
Source: Motilal Oswal Research
Despite the improving growth outlook of the sector, valuations in Auto and Logistics sector are shade below the long-term averages.

Who Should Invest?
First time equity investors
with an investment horizon
of 3 years and above
Investors with time
horizon of 3-5 years
Suitable investment vehicle for SIP
investments to achieve long term
wealth creation through one of the
vibrant themes of economy

Scheme Name Aditya Birla Sun Life Transportation & Logistics Fund
Fund Manager Mr. Dhaval Gala; Overseas Investments - Mr. Dhaval Joshi
Scheme Type An open ended equity scheme following transportation and logistics theme
Investment 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.
The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.
Scheme Benchmark Nifty Transportation & Logistics TRI
Asset Allocation
#(including equity ETFs); *(including stocks that are part of the benchmark of the fund); ^ (including debt ETFs)
Plans & Options
Regular Plan and Direct Plan; Both plans will have following options: (1) Income Distribution cum capital withdrawal (“IDCW”) Option (Payout of IDCW & Reinvestment of
IDCW)^; (2) Growth Option.
^the amounts can be distributed out of investors capital (Equalization Reserve), which is part of sale price that represents realized gains
Entry & Exit Load
Entry Load : NIL; | Exit Load : For redemption/switch-out of units on or before 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of
units after 365 days from the date of allotment: Nil
NFO Open Date October 27, 2023
NFO Close Date November 10, 2023
Instrument Risk Profile
Allocation (% of total Assets)
Minimum Maximum
Equity & Equity related instruments# of companies following transportation and logistics theme* Very High 80% 100%
Equity & Equity related instruments# other than the transportation & logistics theme Very High 0% 20%
Debt and Money Market Instruments^ Low to Moderate 0% 20%
Units issued by REITs & InvITs Very High 0% 10%
33
Features & Asset Allocation
Note: For details, refer SID/KIM of the scheme. #(including equity ETFs) *(including stocks that are part of the benchmark of the fund) ^(including debt ETFs)

Scheme Risk-o-meter Benchmark Risk-o-meter
Low
Low to
Moderate
Moderate Moderately
High
High
Very High
Investors understand that their principal
will be at Very High risk
RISKOMETER
The product labelling 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.
*Investors should consult their financial advisors if in doubt whether the product is suitable for them.
This product is suitable for investors who are seeking*:
(An open ended scheme following transportation and logistics theme)
34
Risk Factors and Suitability
• Long Term Capital Appreciation
• Investment in equity and equity related
instruments following transportation and
logistics theme Low
Low to
Moderate
Moderate Moderately
High
High
Very High
Investors understand that their principal
will be at Very High risk
RISKOMETER
NIFTY Transportation & Logistics TRI

Past Performance may or may not be sustained in the future. For more details, please refer the SID / KIM of the scheme.
NSE disclaimer: It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the Scheme Information
Document has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Draft Scheme Information Document.
The investors are advised to refer to the Scheme Information Document for the full text of the 'Disclaimer Clause of NSE’.
Aditya Birla Sun Life AMC Limited /Aditya Birla Sun Life Mutual Fund is not guaranteeing/offering/communicating any indicative yield/returns on investments.
This document is solely for the information and understanding of intended recipients only. If you are not the intended recipient, you are hereby notified that any use,
distribution, reproduction or any action taken or omitted to be taken in reliance upon the same is prohibited and may be unlawful. Wherever possible, all the figures
and data given are dated, and the same may or may not be relevant at a future date. In the preparation of the material contained, Aditya Birla Sun Life AMC Limited
(“ABSLAMC”) has used information that is publicly available including information developed in-house. Information gathered and material used in this document is
believed to be from reliable sources. ABSLAMC however does not warrant the accuracy, reasonableness and / or completeness of any information. Further the opinions
expressed and facts referred to in this document are subject to change without notice and ABSLAMC is under no obligation to update the same. While utmost care has
been exercised, ABSLAMC or any of its officers, employees, personnel, directors make no representation or warranty, express or implied, as to the accuracy,
completeness or reliability of the content and hereby disclaim any liability with regard to the same. Recipients of this material should exercise due care and read the
scheme information document (including if necessary, obtaining the advice of tax/legal/accounting/financial/other professional(s) prior to taking of any decision,
acting or omitting to act. Further, the recipient shall not copy/circulate/reproduce/quote contents of this document, in part or in whole, or in any other manner
whatsoever without prior and explicit approval of ABSLAMC. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research
report/recommendation of the same and the Fund may or may not have any future position in these sector(s)/stock(s)/issuer(s).
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
35
Disclaimer

Thank You
36

ABSL Transportation Logistics Fund_NFO PPT.pdf

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