Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    HDFC Transportation and Logistics
  • Opening:
    28th July 2023
  • Closing:
    11th August 2023
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 100/- and any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched-out within 1 year from the date of allotment.
  • Thereafter:

Fund Stats


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
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

  • RISK

OOMP 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.