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HDFC Transportation and Logistics Fund - Growth Option is an equity scheme managed by HDFC Mutual Fund. It has ranked in the top half of its category for 2 of the last 2 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.30% on assets of ₹1,674Cr. The fund is currently managed by Ms. Priya Ranjan, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 90% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Eicher Motors Ltd. | Consumer Cyclical | 9.73% |
| Maruti Suzuki India Limited | Consumer Cyclical | 9.30% |
| Sona Blw Precision Forgings | Consumer Cyclical | 6.89% |
| Bosch Limited | Consumer Cyclical | 6.88% |
| Hero MotoCorp Ltd. | Consumer Cyclical | 5.48% |
| Hyundai Motor India Limited | Consumer Cyclical | 5.43% |
| Gabriel India Ltd. | Consumer Cyclical | 5.21% |
| Tata Motors Limited | Consumer Cyclical | 4.16% |
| Mahindra & Mahindra Ltd. | Consumer Cyclical | 3.70% |
| Eternal Limited | Consumer Cyclical | 3.39% |
| Bharat Forge Ltd. | Consumer Cyclical | 2.81% |
| MRF Ltd. | Consumer Cyclical | 2.73% |
| S.J.S. Enterprises Limited | Consumer Cyclical | 2.70% |
| Apollo Tyres Ltd. | Consumer Cyclical | 2.68% |
| Balkrishna Industries Ltd. | Consumer Cyclical | 2.64% |
| CIE Automotive India Ltd | Consumer Cyclical | 2.34% |
| TENNECO CLEAN AIR INDIA LIMITED | Consumer Cyclical | 2.23% |
| SKF India (Industrial) Limited | Industrials | 1.97% |
| ESCORTS KUBOTA LIMITED | Industrials | 1.94% |
| Sedemac Mechatronics Limited | Consumer Cyclical | 1.88% |
| Timken India Ltd. | Industrials | 1.75% |
| Varroc Engineering Limited | Consumer Cyclical | 1.70% |
| FIEM INDUSTRIES LIMITED | Consumer Cyclical | 1.63% |
| Blue Dart Express Ltd. | Industrials | 1.63% |
| Suprajit Engineering Ltd. | Consumer Cyclical | 1.54% |
| Sector | Holdings | Weight |
|---|---|---|
| Auto Components | 19 | 48.31% |
| Automobiles | 6 | 33.79% |
| Agricultural, Commercial & Construction Vehicles | 2 | 6.10% |
| Retailing | 2 | 4.20% |
| Industrial Products | 2 | 3.72% |
| Transport Services | 3 | 2.84% |
| Oil | 1 | 0.49% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -5.06% | 5.55% | 16.76% | 27.72% | 66.22% | 94.4% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 60.2% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Growth | ICICI Prudential Mutual Fund | ₹2,864 Cr | 2.01% | +21.07% | — | 5★ |
| BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - DIRECT PLAN | Bandhan Mutual Fund | ₹653 Cr | 1.72% | +21.07% | — | 5★ |
| BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | Bandhan Mutual Fund | ₹653 Cr | 3.24% | +19.20% | — | 4★ |
| UTI-Transportation and Logistics Fund-Growth Option | UTI Mutual Fund | ₹3,811 Cr | 2.42% | +17.67% | +16.79% | 3★ |
| Aditya Birla Sun Life Transportation and Logistics Fund-Regular Growth | Aditya Birla Sun Life Mutual Fund | ₹1,455 Cr | 2.08% | — | — | 3★ |
| SBI Automotive Opportunities Fund - Direct Plan - Growth | SBI Mutual Fund | ₹5,075 Cr | 0.86% | — | — | 1★ |
| SBI Automotive Opportunities Fund - Regular Plan - Growth | SBI Mutual Fund | ₹5,075 Cr | 1.89% | — | — | 1★ |
| Kotak Transportation & Logistics Fund-Regular-Growth | Kotak Mahindra Mutual Fund | ₹499 Cr | 2.45% | — | — | 2★ |