April 2, 2026
RA Jainee
HDFC Transportation and Logistics Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 15.88 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 15.88 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | Nifty Transportation & Logistics TRI |
| AUM Rs. | 1,758 Cr |
| (As on 28-Feb-2026) | |
| Expense | 1.00% |
| 1 Year Return (%) | -5.35 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 19.30% |
⚖️ Sahifund Review – HDFC Transportation and Logistics Fund ✔
✓ PLUS: HDFC Transportation and Logistics Fund comes from the credible house of HDFC Mutual Fund and has shown decent category-relative performance since launch, making it a relevant thematic option for investors bullish on India’s logistics, mobility and transport-led growth story. Its turnover of 32.82% is fairly reasonable for a sectoral fund, and the structure can work for investors seeking targeted thematic exposure through SIPs rather than broad diversified allocation. The fund has also managed to stay competitive versus benchmark and category on recent return comparison.
⚖️ MINUS: This remains a high-risk sectoral/thematic fund, and that is the biggest caution. The fund has a short operating history, so long-term consistency is still unproven, while its Top 10 holdings at 60.29% and top 3 sectors at 97.14% indicate high concentration risk. The expense ratio of 1.00% is not especially cheap, and peer comparison also shows stronger alternatives in the same theme. Investors should also be prepared for sharp volatility and momentum swings, especially when auto or logistics stocks fall out of favour.
Sahifund View:
Suitable only as a small satellite bet for thematic believers—not a core mutual fund for serious long-term wealth creation.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Nobody should invest in Auto & Transportation funds in our opinion, because:
• They have a narrow focus on companies engaged in automotive & related business activities
• Instead, diversified equity funds which invest across sectors are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme.
Fund Manager:
1) Priya Ranjan
Education: Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience: He has over 14 years of experience in equity research.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
Basic Details of HDFC Transportation and Logistics Fund
| Fund House | HDFC Mutual Fund |
| Launch Date | 17-Aug-23 |
| Return Since Launch | 19.30% |
| Benchmark | Nifty Transportation & Logistics TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 1,758 Cr |
| (As on 28-Feb-2026) | |
| Expense | 1.00% |
| (As on 28-Feb-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 32.82% |
HDFC Transportation and Logistics Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| HDFC Transportation and Logistics Dir | -14.34 | 0.00 | -14.62 | -14.34 | -13.40 | 13.21 | — | — | — | — |
| BSE Auto TRI | -15.76 | -2.31 | -15.43 | -15.76 | -11.04 | 11.60 | — | — | — | — |
| Equity: Sectoral-Auto & Transportation | -14.86 | 0.00 | -14.42 | -14.86 | -11.54 | 10.74 | — | — | — | — |
| Rank within category | 2 | 2 | 8 | 2 | 9 | 2 | — | — | — | — |
| Number of funds in category | 12 | 12 | 12 | 12 | 12 | 11 | 4 | 1 | 1 | 1 |
Peer Comparison of HDFC Transportation and Logistics Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| HDFC Transportation and Logistics Dir | Unrated | 13.21 | — | — | 1.00 | 1,758 | 19.30 | 1.00 (30) | 2Y 7M | 32.82 |
| SBI Automotive Opportunities Dir | Unrated | 19.64 | — | — | 0.86 | 5,333 | 2.33 | 1.00 (30) | 1Y 9M | 37.00 |
| UTI Transportation & Logistics Dir | Unrated | 9.70 | 22.08 | 18.10 | 0.82 | 4,047 | 17.79 | 1.00 (30) | 13Y 3M | 13.00 |
| ICICI Pru Transportation and Logistics Dir | Unrated | 10.40 | 24.51 | — | 0.97 | 3,040 | 19.83 | 1.00 (30) | 3Y 5M | 41.00 |
| ABSL Transportation and Logistics Dir | Unrated | 8.39 | — | — | 0.83 | 1,540 | 13.29 | 1.00 (365) | 2Y 4M | 10.00 |
HDFC Transportation and Logistics Fund Portfolio
| No. of Stocks | 34 |
| Top 10 Stocks | 60.29% |
| Top 5 Stocks | 38.96% |
| Top 3 Sectors | 97.14% |
| Portfolio P/B Ratio | 5.17 |
| Portfolio P/E Ratio | 33.47 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 68,588 | 1,33,556 |
| Giant (%) | — | — |
| Large (%) | 50.09 | 64.79 |
| Mid (%) | 12.31 | 14.92 |
| Small (%) | 37.59 | 20.29 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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