- Mutual Funds
- HDFC Mutual Funds
- HDFC Transportation and Logistics Fund (Growth)
HDFC Transportation and Logistics Fund (Growth)
₹ 16.143
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.143
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 61.4% |
6 Month CAGR | 36.1% |
Scheme Information
To provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme .
Expense Ratio | 2.2 |
Launched (1y ago) | Aug 17, 2023 |
AUM in Crores | 1180.959 |
ISIN | INF179KC1GX4 |
Lock-in | No Lock-in |
Benchmark | Nifty Transportation & Logistics TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Transportation and Logistics Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
mahindra & mahindra ltd
9.1%maruti suzuki india ltd
7.6%eicher motors ltd
6.9%bosch ltd
5.6%bajaj auto ltd
5.5%Allocation by Sector
consumer cyclical
79.2%industrials
19.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 24,345 cr | ||
₹ 16,283 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.6% | 13.3% | ||
12.9% | 6.3% | ||
6.2% | 7.8% | ||
5.4% | 5.9% | ||
6.6% | 6% |
HDFC Transportation and Logistics Fund (G) Review
HDFC Transportation and Logistics Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 60.7% over a period of 0 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Priya Ranjan.
Nav of HDFC Transportation and Logistics Fund (G) as of 7/25/2024 is ₹16.14 with the total AUM as of 7/26/2024 is ₹1180.959. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Transportation and Logistics Fund (G) was launched on Aug 17, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC Transportation and Logistics Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Transportation and Logistics Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Transportation & Logistics TR INR.
HDFC Transportation and Logistics Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Transportation and Logistics Fund (G).
Frequently Asked Questions
What is HDFC Transportation and Logistics Fund (G)?
How to invest in HDFC Transportation and Logistics Fund (G)?
You can invest in HDFC Transportation and Logistics Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Transportation and Logistics Fund (G)?
The minimum sip amount for HDFC Transportation and Logistics Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is HDFC Transportation and Logistics Fund (G) good to invest in?
As per Scripbox experts, HDFC Transportation and Logistics Fund (G) is a Not Reviewed Yet fund. You can investHDFC Transportation and Logistics Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Transportation and Logistics Fund (G)?
The expense ratio of the HDFC Transportation and Logistics Fund (G) is 2.2% for regular plan.