Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.94 | 32.25 | 2.83 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.40 | 50.15 | 1.50 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty Transportation & Logistics - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Transportation and Logistics Fund(IDCW Reinvest) | 60.19% | — | 55.86% |
ICICI Pru India Opp Fund(IDCW-Payout) | 30.86% | 16.02% | 19.31% |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Axis India Manufacturing Fund(IDCW) | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
8.89 %
Holdings
7.83 %
Holdings
7.38 %
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
81
Total AUM
₹ 7,53,424.82 Cr.
Priya Ranjan
AUM: ₹1,344.49 Cr.
|
Exp: —
Data not available
Data not available
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
HDFC Transportation and Logistics Fund #Transportation #Logistics #hdfcmf #investment #mutualfunds
4 months ago•HDFC Mutual Fund
HDFC Transportation and Logistics Fund #NFO
1 year ago•HDFC Mutual Fund
#FundTalk - HDFC Transportation and Logistics Fund NFO discussion with Mr. Priya Ranjan
1 year ago•HDFC Mutual Fund
Returns
Insufficient Data