myplexus

NFO Monitor

Fund Fact

Name of Funds:

HDFC Transportation and Logistics

Opening:

28th July 2023

Closing:

11th August 2023

Minimum Investment:

Rs. 100/- and any amount thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched-out within 1 year from the date of allotment.

Fund Stats

Objective:

To provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme

Benchmark:

BSE Auto

Fund Manager:

Priya Ranjan, Dhruv Muchhal

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

UTI Transportation and Logistics Fund	17.71(6M)	13.60(1Y)
ICICI Prudential Transportation And Logistics Fund	18.92(6M)	Not Available

Fund Prognosis

Idea Distiller

Logistics is the new buzzword in equity town and riding the bus forward is this fund.

Fund House AAUM:
Rs. 48989374.55 Lakhs (as on 30th June 2023)
Fund Manager:
Combined experience of above 15 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

High but it is a long hold for this fund. Listed and active space is qiuite limited but hopefully will get crowded. And ïf and then the magic will happen.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

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