NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹14.87
1.37%
NAV as on 19 Nov 24, 12:00 AM
very high risk
equity other
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
equity other
equity
36.34%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
40.83%p.a.
Since Inception
About HDFC Transportation and Logistics Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the HDFC Transportation and Logistics Fund Growth scheme from HDFC Asset Management Co Ltd. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Aug 2023, HDFC Transportation and Logistics Fund Growth is Equity - Other fund of its category with 1,300.12 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- HDFC Transportation and Logistics Fund Growth delivered 36.3% annual returns during the last year. It has delivered 40.8% average annual returns since the fund was launched.
- HDFC Transportation and Logistics Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme .
Top 10 Holdings
Eicher Motors Ltd
10.16%
Maruti Suzuki India Ltd
9.03%
Bajaj Auto Ltd
7.72%
Hyundai Motor India Ltd
6.80%
Bosch Ltd
6.49%
Mahindra & Mahindra Ltd
6.30%
Zomato Ltd
6.09%
InterGlobe Aviation Ltd
5.46%
Balkrishna Industries Ltd
4.26%
SKF India Ltd
3.77%
Fund Managers
- Priya Ranjan (Aug 2023 - Present)
- Dhruv Muchhal (Aug 2023 - Present)
Key Information
View Scheme Document
HDFC Transportation and Logistics Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on HDFC Transportation and Logistics Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in HDFC Transportation and Logistics Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in HDFC Transportation and Logistics Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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