NFO Review: Should you invest in the newly launched Aditya Birla Sun Life Transportation and Logistics Fund?

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Aditya Birla Sun Life Transportation and Logistics Fund by Aditya Birla Sun Life Mutual Fund that has again caused many investors to ask if the same is worth considering. The fund launch on October 27, 2023, has again set the stage for investors to inquire about the validity of investing in NFOs, especially, when they pertain to themes like these. No doubt, some thematic funds have helped investors create the much-desired wealth.

However, not all of them have helped investors to further the gains in their investment portfolios. CA Kanan Bahl, a Finance Educator and Growth Consultant shares, “Even though corporates and the government are investing heavily in the logistics sector, I keep my investments simple, I prefer staying away from thematic funds. However, this is not an investment advice.

One should consult their SEBI RIA before taking any decision." The recent geopolitical tensions and anticipation of a new world order have put the focus back on the current supply chains available for use. More and more supply chains are getting clogged due to war-like situations and an increasing number of countries collating with each other to participate in the recent Israel-Hamas and Russia-Ukraine fiasco. With new routes being planned to ease the transportation of supplies and old routes being reworked to ease receipt of essential aid and materials, many investors are inclined to know if this is the right time to invest in a sectoral theme based on transportation and logistics.

Preeti Zende, Founder, Apana Dhan Financial Services shared her outlook on the logistics sector in the coming times. She said, “The transportation and logistics sector can be one of the growth sectors in the coming decade. The government is taking a lot