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  • HDFC Transportation and Logistics Fund (Growth)
HDFC Mutual Funds

HDFC Transportation and Logistics Fund (Growth)

EquitySectoral/ Thematic

15.852

NAV (Jun 24)

57.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.852

NAV (Jun 24)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
58.5%
6 Month CAGR
40.2%

Scheme Information

Investment Objective

To provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme .

Expense Ratio
2.25
Launched (1y ago)
Aug 17, 2023
AUM in Crores
1009.598
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

Priya Ranjan

Fund Manager

Dhruv Muchhal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Transportation and Logistics Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-24

Top Stock Holdings

mahindra & mahindra ltd

9.3%
9.3%

maruti suzuki india ltd

9.2%
9.2%

eicher motors ltd

7.7%
7.7%

bajaj auto ltd

6.2%
6.2%

tata motors ltd

5.8%
5.8%
See all holdings

Allocation by Sector

consumer cyclical

77.7%
77.7%

industrials

20.2%
20.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 713,787 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

14.2%

6.5%

25.9%

13.3%

6.1%

7.8%

5.3%

5.9%

6.5%

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 57.7% 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 6/24/2024 is ₹15.85 with the total AUM as of 6/25/2024 is ₹1009.598. 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)?

HDFC Transportation and Logistics Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 2.25% for regular plan.