NFO Monitor

Fund Fact

Name of Funds:

IDFC Transportation And Logistics Fund

Opening:

4th October 2022

Closing:

18th October 2022

Minimum Investment:

Rs. 5000/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if redeemed within 1 year

Fund Stats

Objective:

The Scheme seeks to generate long-term capital growth by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.

Benchmark:

BSE Auto

Fund Manager:

Daylynn Pinto, Harshal Joshi, Nishita Doshi

Asset Allocation

80-100% Equity upto 20% Money Market

Comparable existing schemes

UTI-Transpotation and Logistics Fund	14.46(6M)	20.33(1Y)
Mirae Asset Banking and Financial Services Fund	9.47(6M)	-0.99(1Y)

Fund Prognosis

Idea Distiller

Definitely a brand new segment. I give the fund house that. But question is WHY??? Do we have to launch a fund and sell a story to its illogical end just to have the NFO momentum going!!!

Fund House AAUM:
Rs. 11711041 Lakh (as on 30th June 2022)
Fund Manager:
Combined experience of above 17 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

The idea is unique. Nothing else is a redeeming point. If you are interested in the segment, you would be better off buying some of the scrips and not a fund. Why would anyone launch a scheme in this segment? Unless the distant story of logistics is a bait for the gullible.

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Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028