Should I invest in HDFC Transportation and Logistics Fund?

We don't give personal investment advice. HDFC Transportation and Logistics Fund - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

HDFC

HDFC Transportation and Logistics Fund - Growth Option

Latest NAV

₹18.5340

As of

17 Jul 2026

716 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.13%	-0.07%	+0.20	57 / 122	Q2
1W	+0.09%	-0.15%	+0.24	42 / 122	Q2
2W	-0.02%	-0.13%	+0.12	57 / 122	Q2
1M	+4.35%	+1.33%	+3.02	14 / 122	Q1
3M	+6.95%	+3.32%	+3.63	26 / 122	Q1
6M	+4.33%	+2.87%	+1.47	45 / 122	Q2
YTD	+2.01%	+1.43%	+0.59	49 / 122	Q2
1Y	+12.20%	+2.53%	+9.67	17 / 120	Q1
2Y	+6.99%	+1.69%	+5.30	26 / 116	Q1
3Y	+22.83%	+13.72%	+9.11	11 / 114	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+23.54%	+11.17%	+12.37	4 / 122	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.01%	+1.37%	+0.64	47 / 118
2025	+19.36%	+3.20%	+16.16	7 / 115
2024	+27.98%	+19.60%	+8.38	21 / 113
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.64%

24 windows

min -3.1% · max 64.8%

96% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

—

Insufficient history

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹18.4020	17 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.0439	17 Jul 2026
Magnum Equity Fund -Dividend	SBI	₹75.2678	17 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.7400	17 Jul 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.5340	17 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.5442	17 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.7640	17 Jul 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.5500	17 Jul 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹397.9086	17 Jul 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹66.3400	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹18.5340
16 Jul 2026	₹18.5100
15 Jul 2026	₹18.4820
14 Jul 2026	₹18.2880
13 Jul 2026	₹18.4730
10 Jul 2026	₹18.5180
9 Jul 2026	₹18.4460
8 Jul 2026	₹18.3080
7 Jul 2026	₹18.7030
6 Jul 2026	₹18.6670

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of HDFC Transportation and Logistics Fund - Growth Option is ₹18.5340. It's a Sectoral/Thematic Fund from HDFC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC Transportation and Logistics Fund - Growth Option has NAV history starting from 17 Aug 2023, a track record of about 2 years 11 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

HDFC Transportation and Logistics Fund - Growth Option is managed by HDFC. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC Transportation and Logistics Fund - Growth Option has delivered a absolute return of 12.20% — +9.67 pp ahead of the Sectoral/Thematic Fund category average of 2.53%. The fund ranks #17 of 120 in its category — the top (Q1) quartile.

Over the trailing 3-year window, HDFC Transportation and Logistics Fund - Growth Option has delivered a CAGR of 22.83% — +9.11 pp ahead of the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #11 of 114 in its category — the top (Q1) quartile.

HDFC Transportation and Logistics Fund - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in HDFC Transportation and Logistics Fund - Growth Option exactly 3 years ago would be worth approximately ₹185,303 today — a multiplier of 1.85×, based on the 3-year CAGR of 22.83%. The category average over the same window would have grown ₹1 lakh to ₹147,066.

A ₹10,000 monthly SIP in HDFC Transportation and Logistics Fund - Growth Option over the last 1 year — total invested ₹120,000 — would be worth ₹127,312 today. That's an XIRR (money-weighted annualised return) of 11.48%.

HDFC Transportation and Logistics Fund - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹127,312 — XIRR 11.48%.

On a 3-year basis, HDFC Transportation and Logistics Fund - Growth Option ranks #11 out of 114 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.72%; this fund delivered 22.83%.

HDFC Transportation and Logistics Fund - Growth Option doesn't have a computed drawdown figure yet.

Consistency stats for HDFC Transportation and Logistics Fund - Growth Option need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2025, HDFC Transportation and Logistics Fund - Growth Option returned 19.36% — beating the Sectoral/Thematic Fund category average of 3.20% by 16.16 pp. It ranked #7 of 115 in its category that year.

HDFC Transportation and Logistics Fund - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. HDFC Transportation and Logistics Fund - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

HDFC Transportation and Logistics Fund - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Peers in Sectoral/Thematic Fund

Recent NAVs

Frequently asked questions

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