Investment Objective and Approach

The HDFC Transportation and Logistics Fund is an open-ended equity scheme that seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme. The fund is suitable for investors seeking to generate long-term capital appreciation through investment predominantly in equity & equity related instruments of companies under Transportation and Logistics theme.

The fund benchmarks its performance against the NIFTY Transportation & Logistics Index (TRI) as primary benchmark and NIFTY 50 (TRI) as secondary benchmark. The fund was launched on 17th August 2023, making it a relatively new thematic fund in the transportation and logistics space.

The fund focuses on companies operating across the entire transportation and logistics value chain, including automobile manufacturers, logistics service providers, transportation infrastructure companies, and related ancillary businesses. This thematic approach allows investors to participate in the growth story of India's expanding transportation and logistics sector.

Fund Managers

The fund is managed by two experienced fund managers:

Priya Ranjan - He holds PGDBM (Finance) from Chetana's Institute of Management & Research, Mumbai, and BE (Computer Science) from Magadh University. He joined HDFC Asset Management Company Limited in November 2020 and has approximately 10 years of equity research experience covering Indian Auto sector, and has also covered Consumer, Pharma and Telecom sectors previously.

Dhruv Muchhal - He is a CFA (CFA Institute), Chartered Accountant, and holds B.Com from University of Mumbai. He has collectively over 10 years in equity research. Prior to joining HDFC MF, he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells.

Both fund managers have extensive experience of 15 years while managing equity & related investments and are focused on picking quality companies and holding them for a long duration to generate good compounding returns in their funds.

About the Fund House (AMC)

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI). HDFC Mutual Fund has established itself as a trusted name in the Indian mutual fund industry with a strong track record of fund management across various asset classes and investment themes.

The AMC brings decades of experience in managing equity funds and has consistently delivered value to investors through disciplined investment processes and robust risk management frameworks. Their expertise in thematic investing makes them well-positioned to manage sector-specific funds like the Transportation and Logistics Fund.

Should I Invest in HDFC Transportation and Logistics Fund?

This fund may be suitable for investors who:

- Believe in the long-term growth potential of India's transportation and logistics sector

- Seek thematic exposure to companies benefiting from infrastructure development, e-commerce growth, and increasing mobility needs

- Have a high risk tolerance as the fund is rated Very High risk

- Can invest for the long term (minimum 5-7 years) to ride out sectoral volatility

- Want focused exposure rather than diversified equity investment

Key Considerations:

- The fund has an AUM of ₹1450.98 Cr as of 21st August 2025

- The expense ratio is 0.96 for direct plan as of 21st August 2025

- Exit load of 1% is payable if units are redeemed within 30 days from the date of allotment, with no exit load thereafter

- Minimum SIP investment is ₹100

The fund's performance will be closely linked to the performance of transportation and logistics companies, making it more volatile than diversified equity funds.

FAQs

What is today's NAV of HDFC Transportation and Logistics Fund?

The current NAV of HDFC Transportation and Logistics Fund is ₹17.76, as of 21st August 2025.

What is the AUM of HDFC Transportation and Logistics Fund?

The AUM (assets under management) of HDFC Transportation and Logistics Fund is ₹1450.98 Cr as of 21st August 2025.

What is the expense ratio of HDFC Transportation and Logistics Fund?

The expense ratio of HDFC Transportation and Logistics Fund Direct Plan is 0.96 as of 21st August 2025.

What are the returns of HDFC Transportation and Logistics Fund since inception?

The scheme return performance since launch is 77.51%, though past performance may not be sustained in future.

What is the minimum SIP amount to invest in HDFC Transportation and Logistics Fund?

Minimum SIP Investment is set to ₹100 for this fund.

How do I invest in HDFC Transportation and Logistics Fund?

You can invest through Allvest platform, directly from HDFC Mutual Fund website, or through authorized distributors and banks.

How to start a SIP in HDFC Transportation and Logistics Fund?

Register on Allvest, complete your KYC, select the fund, choose SIP option, set amount and frequency, and authorize auto-debit.

How do I automate an SIP in HDFC Transportation and Logistics Fund?

Set up auto-debit mandate through Allvest platform or your bank, which will automatically deduct the SIP amount monthly from your account.

How can I withdraw/redeem my investment in HDFC Transportation and Logistics Fund?

You can redeem through Allvest platform, AMC website, or by submitting redemption request to your distributor. Remember the exit load structure when redeeming.