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Sectoral / Thematicregulargrowth📊 NIFTY Transportation & Logistics Index (TRI)

HDFC Transportation and Logistics Fund - Growth Option

HDFC Mutual Fund · Managed by Priya Ranjan

#50 of 213 (1Y)

₹17.0370

0.26 (-1.51%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹17.0370

0.26 (-1.51%)

29 May 2026

AMFI: 151900

Direct · Growth

₹₹17.6100

0.27 (-1.51%)

29 May 2026

AMFI: 151901

Regular · IDCW

₹₹17.0370

0.26 (-1.51%)

29 May 2026

AMFI: 151902

Direct · IDCW

₹₹17.6100

0.27 (-1.51%)

29 May 2026

AMFI: 151899

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-4.17%
1 Month-4.04%
3 Months-7.73%
6 Months-8.18%
1 Year+8.90%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jul 2023)+19.87%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-2.05%
3 Year SIP
5 Year SIP
Since Inception (Jul 2023)+10.69%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹3,300

Invested

₹3,867

Value today

11.6%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹170

Value today

21.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹8,76,595

Value today

-14.3%

vs lumpsum

Direct lumpsum would have beaten STP by 14.3% — but STP reduced timing risk

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹13,524

Regular plan

₹13,351

Direct earns ₹173 more on a ₹12K investment0.72% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHDFC Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹1,695 Cr
Expense Ratio2.12%
Min SIP₹100
Min Lumpsum₹100
Fund ManagerPriya Ranjan
BenchmarkNIFTY Transportation & Logistics Index (TRI) ✓
Launch Date28 Jul 2023
AMFI Code151900

Risk Metrics

Trailing 1 year, annualised

0.13

Sharpe Ratio

Alpha

Beta

0.13

Sortino

18.02%

Std Dev

-16.96%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

Eicher Motors Ltd.

INE066A01021

10.08%

Eicher Motors Ltd.

INE066A01021

9.73%

Maruti Suzuki India Limited

INE585B01010

9.62%

Maruti Suzuki India Limited

INE585B01010

9.30%

Sona Blw Precision Forgings

INE073K01018

6.89%

Bosch Limited

INE323A01026

6.88%

Bosch Limited

INE323A01026

6.14%

Sona Blw Precision Forgings

INE073K01018

6.11%

Hero MotoCorp Ltd.

INE158A01026

6.09%

Hyundai Motor India Limited

INE0V6F01027

5.94%

Hero MotoCorp Ltd.

INE158A01026

5.48%

Hyundai Motor India Limited

INE0V6F01027

5.43%

Gabriel India Ltd.

INE524A01029

5.21%

Gabriel India Ltd.

INE524A01029

4.69%

Tata Motors Limited

INE1TAE01010

4.16%

Mahindra & Mahindra Ltd.

INE101A01026

3.95%

Mahindra & Mahindra Ltd.

INE101A01026

3.70%

Tata Motors Limited

INE1TAE01010

3.69%

Eternal Limited

INE758T01015

3.39%

Apollo Tyres Ltd.

INE438A01022

3.03%

MRF Ltd.

INE883A01011

3.03%

Balkrishna Industries Ltd.

INE787D01026

2.84%

Bharat Forge Ltd.

INE465A01025

2.81%

Bharat Forge Ltd.

INE465A01025

2.80%

TENNECO CLEAN AIR INDIA LIMITED

INE19RI01016

2.75%

MRF Ltd.

INE883A01011

2.73%

S.J.S. Enterprises Limited

INE284S01014

2.70%

Apollo Tyres Ltd.

INE438A01022

2.68%

Balkrishna Industries Ltd.

INE787D01026

2.64%

S.J.S. Enterprises Limited

INE284S01014

2.59%

CIE Automotive India Ltd

INE536H01010

2.46%

CIE Automotive India Ltd

INE536H01010

2.34%

Eternal Limited

INE758T01015

2.29%

TENNECO CLEAN AIR INDIA LIMITED

INE19RI01016

2.23%

SKF India (Industrial) Limited

INE2J8701016

2.09%

SKF India (Industrial) Limited

INE2J8701016

1.97%

ESCORTS KUBOTA LIMITED

INE042A01014

1.94%

Sedemac Mechatronics Limited

INE00XB01019

1.88%

Timken India Ltd.

INE325A01013

1.84%

ESCORTS KUBOTA LIMITED

INE042A01014

1.83%

Timken India Ltd.

INE325A01013

1.75%

Sedemac Mechatronics Limited

INE00XB01019

1.73%

Varroc Engineering Limited

INE665L01035

1.70%

Suprajit Engineering Ltd.

INE399C01030

1.67%

Varroc Engineering Limited

INE665L01035

1.66%

Blue Dart Express Ltd.

INE233B01017

1.63%

FIEM INDUSTRIES LIMITED

INE737H01014

1.63%

FIEM INDUSTRIES LIMITED

INE737H01014

1.60%

Blue Dart Express Ltd.

INE233B01017

1.59%

Suprajit Engineering Ltd.

INE399C01030

1.54%

Performance Comparison

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Investment Objective

HDFC Transportation and Logistics Fund - Growth Option invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

HDFC Transportation and Logistics Fund - Growth Option is a Sectoral / Thematic mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹1,695 Cr, reflecting investor confidence in the fund's strategy. The fund is managed by Priya Ranjan. It benchmarks its performance against NIFTY Transportation & Logistics Index (TRI). The current expense ratio is 2.12%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations