March 24, 2026
RA Jainee
ICICI Prudential Transportation and Logistics Fund
ICICI Prudential Transportation and Logistics Fund review: Should you invest in this transportation and logistics mutual fund in 2026? In this detailed review, we analyse the latest NAV, returns, portfolio allocation, expense ratio, peer comparison, benchmark performance and risk profile to help investors make a smarter SIP decision.
ICICI Prudential Transportation and Logistics Fund has attracted investor attention due to its strong recent returns, thematic sector exposure and potential to benefit from India’s transport, EV, railways and logistics growth cycle. But is this sectoral fund suitable for long-term wealth creation, and does it deserve a place in your portfolio? Let’s decode the fund in detail.
| Fund at a Glance | |
| NAV Growth (Rs.) | 19.36 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 16.52 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | Nifty Transportation & Logistics TRI |
| AUM Rs. | 3,040 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.94% |
| 1 Year Return (%) | 13.35 |
| 3 Year Return (%) | 26.76 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 21.48% |
⚖️ Sahifund Review – ICICI Prudential Transportation and Logistics Fund ✔
PLUS: Stability, track record, cost efficiency
ICICI Prudential Transportation and Logistics Fund has emerged as a strong thematic play for investors who want to participate in India’s long-term auto, EV, railways, freight, logistics and transport growth story. The fund has delivered an impressive 1-year return of 13.35% and a solid 3-year return of 26.76%, which reflects strong participation in the ongoing sectoral upcycle. Backed by the credibility of ICICI Prudential Mutual Fund, it offers comfort to investors looking for a professionally managed thematic allocation. The portfolio is spread across 43 stocks, giving a decent balance between concentration and diversification within the theme. For investors seeking a satellite SIP allocation linked to India’s manufacturing and logistics expansion, this fund remains a relevant category candidate.
MINUS: Large AUM, large-cap bias, momentum lag
The biggest caution is that this remains a sectoral/thematic mutual fund, which means it is inherently more volatile than diversified equity funds. The portfolio is highly concentrated in the theme, with nearly 97% exposure to the top 3 sectors, which leaves very little room for diversification if the auto and logistics cycle weakens. Its expense ratio of 0.94% is also not especially cheap for a focused sector fund. While returns are strong, the fund still lags the benchmark slightly over 1 year, and category peers like SBI Automotive Opportunities have shown even stronger recent momentum. The fund’s 70.92% large-cap tilt can also reduce upside during phases when mid- and small-cap transport names outperform. So this is better treated as a high-conviction thematic bet, not a core mutual fund holding.
Sahifund View (Decisive Line):
A strong thematic SIP option for investors bullish on India’s transport and logistics growth story, but best used only as a satellite allocation due to high sector concentration risk.
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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 is seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in transportation and logistics sectors.
Fund Manager:
1) Priyanka Khandelwal
Education: Ms. Khandelwal is Chartered Accountant and Company Secretary
Experience: She has been Working with ICICI Prudential Mutual Fund Since October 2014.
2) Rajat Chandak
Education: Mr. Chandak is a B.Com (H) and MBA.
Experience: He has been associated with ICICI Prudential AMC since 2008.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| 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 ICICI Prudential Transportation and Logistics Fund
| Fund House | ICICI Prudential Mutual Fund |
| Launch Date | 28-Oct-22 |
| Return Since Launch | 21.48% |
| Benchmark | Nifty Transportation & Logistics TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 3,040 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.94% |
| (As on 28-Feb-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 41.00% |
ICICI Prudential Transportation and Logistics Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ICICI Pru Transportation and Logistics Dir | -11.52 | 0.68 | -11.31 | -10.91 | -11.11 | 13.35 | 26.76 | — | — | — |
| BSE Auto TRI | -13.04 | -4.07 | -11.57 | -11.59 | -10.65 | 14.79 | 25.66 | — | — | — |
| Equity: Sectoral-Auto & Transportation | -11.23 | 0.68 | -10.34 | -10.38 | -10.43 | 13.97 | 25.53 | — | — | — |
| Rank within category | 6 | 8 | 12 | 8 | 6 | 8 | 2 | — | — | — |
| Number of funds in category | 12 | 12 | 12 | 12 | 12 | 11 | 4 | 1 | 1 | 1 |
Peer Comparison of ICICI Prudential 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 (%) | |
| ICICI Pru Transportation and Logistics Dir | Unrated | 13.35 | 26.76 | — | 0.94 | 3,040 | 21.48 | 1.00 (30) | 3Y 4M | 41.00 |
| SBI Automotive Opportunities Dir | Unrated | 21.53 | — | — | 0.81 | 5,333 | 4.33 | 1.00 (30) | 1Y 9M | 37.00 |
| UTI Transportation & Logistics Dir | Unrated | 12.61 | 23.94 | 18.48 | 0.81 | 4,047 | 18.17 | 1.00 (30) | 13Y 2M | 13.00 |
| HDFC Transportation and Logistics Dir | Unrated | 17.53 | — | — | 0.97 | 1,758 | 21.57 | 1.00 (30) | 2Y 7M | 32.82 |
| ABSL Transportation and Logistics Dir | Unrated | 11.64 | — | — | 0.79 | 1,540 | 15.47 | 1.00 (365) | 2Y 4M | 10.00 |
ICICI Prudential Transportation and Logistics Fund Portfolio
| No. of Stocks | 43 |
| Top 10 Stocks | 62.53% |
| Top 5 Stocks | 42.44% |
| Top 3 Sectors | 97.27% |
| Portfolio P/B Ratio | 5.02 |
| Portfolio P/E Ratio | 18.50 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,07,692 | 1,33,556 |
| Giant (%) | — | — |
| Large (%) | 70.92 | 64.79 |
| Mid (%) | 6.43 | 14.92 |
| Small (%) | 22.66 | 20.29 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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ICICI Prudential Transportation and Logistics Fund details, NAV, Fund Portfolio, Peer Comparison, Fund Managers, Mutual Fund Guidance, mutual fund, Best funds to invest, Best Funds, Fund Returns, Fund Analysis
ICICI Prudential Transportation and Logistics Fund may suit SIP investors who believe in India’s long-term transport, logistics, EV and infrastructure growth story. However, since it is a thematic fund, it is best suited only as a satellite allocation.
The expense ratio of ICICI Prudential Transportation and Logistics Fund is 0.94% as of 28 February 2026.
ICICI Prudential Transportation and Logistics Fund has delivered a 1-year return of 13.35%, reflecting strong recent performance in the sector.
Yes, the fund carries a Very High Risk label because it is a sectoral/thematic mutual fund focused on transport and logistics-related businesses.
This fund may be suitable for investors who want targeted exposure to automobiles, EVs, logistics, railways, freight, ancillary manufacturing and transport-linked businesses and can tolerate sector-specific volatility.
The benchmark of the fund is Nifty Transportation & Logistics TRI.
Not necessarily. It can outperform when the transportation and logistics theme is strong, but diversified equity funds are generally more suitable for core portfolio allocation because they carry lower sector concentration risk.
This fund can be considered by investors who want a thematic bet on India’s transport and logistics growth story, but it should ideally be used only as a satellite SIP allocation rather than a core holding.