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HDFC Transportation and Logistics Fund - Growth Option - Direct Plan is an equity scheme managed by HDFC Mutual Fund. The total expense ratio is 1.18% 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 2026-05-29.
| 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.
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 LIMITED | Consumer Cyclical | 9.73% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 9.30% |
| SONA BLW PRECISION FORGINGS LIMITED | Consumer Cyclical | 6.89% |
| BOSCH LIMITED | Consumer Cyclical | 6.88% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 5.48% |
| Hyundai Motor India Ltd | Consumer Cyclical | 5.43% |
| GABRIEL INDIA LIMITED | Consumer Cyclical | 5.21% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 3.70% |
| BHARAT FORGE LIMITED | Consumer Cyclical | 2.81% |
| MRF LIMITED | Consumer Cyclical | 2.73% |
| S.J.S. ENTERPRISES LIMITED | Consumer Cyclical | 2.70% |
| APOLLO TYRES LIMITED | Consumer Cyclical | 2.68% |
| BALKRISHNA INDUSTRIES LIMITED | Consumer Cyclical | 2.64% |
| ESCORTS KUBOTA LIMITED | Industrials | 1.94% |
| TIMKEN INDIA LIMITED | 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 LIMITED | Consumer Cyclical | 1.54% |
| SKF INDIA LIMITED | Industrials | 1.50% |
| CONTAINER CORPORATION OF INDIA LTD. | Industrials | 0.91% |
| JK TYRE & INDUSTRIES LIMITED | Consumer Cyclical | 0.90% |
| Swiggy Pvt Ltd | Consumer Cyclical | 0.81% |
| STUDDS ACCESSORIES LIMITED | Consumer Cyclical | 0.75% |
| AEGIS VOPAK TERMINALS LIMITED | Energy | 0.49% |
| Sector | Holdings | Weight |
|---|---|---|
| Automobile and Auto Components | — | 80.60% |
| Capital Goods | — | 11.32% |
| Consumer Services | — | 4.20% |
| Services | — | 2.84% |
| Oil, Gas & Consumable Fuels | — | 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.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -3.92% | 6.76% | 18.35% | 29.37% | 68.27% | 96.6% |
Top-10 weight 58.2% 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.
What an investor SIPping into this fund actually got during named market shocks.
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.