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

IDFC Transportation and Logistics Fund (Growth)

EquitySectoral/ Thematic

10.105

NAV (Nov 25)

1.1%
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

10.105

NAV (Nov 25)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

1.1%

6 Month CAGR

NA

Scheme Information

Investment Objective

The Scheme seeks to generate long-term capital growth by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.

Expense Ratio

2.46

Launched (0y ago)

Oct 25, 2022

AUM in Crores

226.700

ISIN

INF194KB1EE1

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

Harshal Joshi

Fund Manager

Nishita Doshi

Fund Manager

Daylynn Pinto

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-25

Top Stock Holdings

triparty repo

97.8%
97.8%

net current assets

4.5%
4.5%

gateway distriparks ltd

1%
1%

alicon castalloy ltd

1%
1%

tata motors ltd

0.9%
0.9%
See all holdings

Allocation by Sector

consumer cyclical

3.8%
3.8%

industrials

2.4%
2.4%
See all sectors

Compare IDFC Transportation and Logistics Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 124,459 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,204 debt and 27 hybrid funds.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.8%

    7.6%

    25.6%

    16.4%

    23.4%

    18.2%

    -

    -8.8%

    -

    -8.8%

    IDFC Transportation and Logistics Fund (G) Review

    IDFC Transportation and Logistics Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 1.1% over a period of 0 years. The fund is managed by IDFC Asset Management Company Limited. The fund managers are Daylynn Pinto, Harshal Joshi, Nishita Doshi.

    Nav of IDFC Transportation and Logistics Fund (G) as of 11/25/2022 is ₹10.11 with the total AUM as of 11/27/2022 is ₹226.7. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Transportation and Logistics Fund (G) was launched on Oct 25, 2022. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for IDFC 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.

    IDFC 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.

    IDFC 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 IDFC Transportation and Logistics Fund (G).

    Frequently Asked Questions

    What is IDFC Transportation and Logistics Fund (G)?

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

    How to invest in IDFC Transportation and Logistics Fund (G)?

    You can invest in IDFC 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 IDFC Transportation and Logistics Fund (G)?

    The minimum sip amount for IDFC Transportation and Logistics Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is IDFC Transportation and Logistics Fund (G) good to invest in?

    As per Scripbox experts, IDFC Transportation and Logistics Fund (G) is a Not Reviewed Yet fund. You can investIDFC 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 IDFC Transportation and Logistics Fund (G)?

    The expense ratio of the IDFC Transportation and Logistics Fund (G) is 2.46% for regular plan.