Mutual Funds

HDFC Transportation and Logistics Fund - IDCW Option

HDFC Mutual FundSectoral/ThematicVery High Risk
₹18.53+0.02 (+0.13%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹1,792 Cr

1Y Return

+12.2%

3Y CAGR

-

5Y CAGR

-

Expense

2.11%

Risk

Very High

HDFC Transportation and Logistics Fund
₹18.53+0.13%

1Y Return

+12.2%

3Y CAGR

-

5Y CAGR

-

Since Inception

+23.4%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹15.4
₹18.7

95% from 52W low

Fund Information

Sectoral/ThematicEquitySince 17-08-2023

Fund House

HDFC Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity98.9%
Cash1.1%

Market Cap Split

Large Cap39.1%
Mid Cap30.5%
Small Cap31.2%

Top Holdings

38 stocks
Weight1M Change
1

Maruti Suzuki India Ltd

Consumer Cyclical

9.21%0.0%
2

Eicher Motors Ltd

Consumer Cyclical

7.89%-12.7%
3

Tata Motors Ltd

Consumer Cyclical

7.34%+35.2%
4

Bosch Ltd

Consumer Cyclical

7.12%0.0%
5

Sona BLW Precision Forgings Ltd

Consumer Cyclical

6.57%0.0%
6

Eternal Ltd

Consumer Cyclical

5.90%+29.0%
7

Gabriel India Ltd

Consumer Cyclical

5.88%0.0%
8

Hyundai Motor India Ltd

Consumer Cyclical

5.32%0.0%
9

Hero MotoCorp Ltd

Consumer Cyclical

3.74%-22.2%
10

Mahindra & Mahindra Ltd

Consumer Cyclical

3.42%0.0%

Sector Allocation

Weight1M Change
Consumer Cyclical
88.4%-7%
Industrials
9.9%0%
Energy
0.6%0%

Fundamentals

P/E Ratio

33.75

Cat avg: 29.36

P/B Ratio

5.30

Cat avg: 4.46

Dividend Yield

1.06%

Cat avg: 1.20%

Price/Sale

2.68

Price/Cash Flow

21.47

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
HDFC Trsptn & Logistics Reg IDCW-P1,7922.11+12.2%--
ICICI Pru India Opports Reg IDCW-P37,2571.31+0.7%+15.9%+17.9%
ICICI Pru Business Cycle Reg IDCW-P16,1381.42+1.0%+15.6%+15.7%
HDFC Defence Reg IDCW-P10,5291.79+18.3%+39.8%-
HDFC Manufacturing Reg IDCW-P10,3281.80+5.4%--
Franklin India Opportunities IDCW-P9,1921.51+0.7%+20.7%+17.7%
Nippon India Power & Infra Bns8,0431.53+8.2%+21.7%+22.0%
ICICI Pru Innovt Reg IDCW-P7,6091.53+3.3%+18.7%-
ICICI Pru Manufacturing IDCW-P6,8431.55+7.9%+20.1%+18.6%
SBI PSU Reg IDCW-P6,6841.81+6.2%+24.9%+23.0%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,792 Cr
Expense Ratio2.11%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings36

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.