HDFC Transportation and Logistics Fund
hdfc · Equity Scheme - Sectoral/ Thematic · AUM ₹1,955 cr · Book as of 2026-08
Holdings as of
Holdings: August 2026 · Returns updated 13 Sep 2026
Sectors
Equity 99.5% · Cash & others 0.5% · Total 100%
Auto Components
44.2%
Automobiles
26.9%
Retailing
10%
Agricultural, Commercial & Construction Vehicles
8.8%
Transport Services
3.9%
Industrial Products
3.2%
Transport Infrastructure
2.1%
Oil
0.6%
Cash & others
0.5%
| Eicher Motors Limited | Automobiles | 9.02 | 190.89 | +40,003 | +31.82 | add |
| Maruti Suzuki India Limited | Automobiles | 8.77 | 185.59 | +18,000 | +24.38 | add |
| Bosch Limited | Auto Components | 7.8 | 165 | +1,000 | +5 | add |
| Eternal Limited | Retailing | 7.75 | 164.05 | +2,75,000 | +9.02 | add |
| Tata Motors Ltd | Agricultural, Commercial & Construction Vehicles | 7.35 | 155.51 | +1,92,200 | +9.05 | add |
| Sona Blw Precision Forgings | Auto Components | 6.53 | 138.22 | −2,00,000 | −16.26 | cut |
| Hyundai Motor India Limited | Automobiles | 5.23 | 110.74 | +2,060 | +0.45 | add |
| Gabriel India Ltd. | Auto Components | 4.98 | 105.33 | −1,17,868 | −16.95 | cut |
| Mahindra & Mahindra Limited | Automobiles | 3.1 | 65.64 | 0 | 0 | hold |
| MRF Ltd. | Auto Components | 2.84 | 60.19 | +125 | +1.67 | add |
| Sedemac Mechatronics Limited | Auto Components | 2.5 | 52.91 | 0 | 0 | hold |
| Apollo Tyres Ltd. | Auto Components | 2.28 | 48.28 | 0 | 0 | hold |
| Bharat Forge Ltd. | Auto Components | 2.23 | 47.24 | +24,405 | +5.14 | add |
| Varroc Engineering Limited | Auto Components | 2.23 | 47.17 | +15,000 | +1.29 | add |
| Balkrishna Industries Limited | Auto Components | 2.2 | 46.59 | 0 | 0 | hold |
| Swiggy Limited | Retailing | 2.2 | 46.51 | +3,50,000 | +9.87 | add |
| SKF India (Industrial) Limited | Industrial Products | 2.12 | 44.86 | 0 | 0 | hold |
| Dhoot Transmission Ltd. | Auto Components | 2.11 | 44.7 | +3,03,110 | +44.7 | new |
| JSW Infrastructure Limited | Transport Infrastructure | 2.09 | 44.26 | 0 | 0 | hold |
| S.J.S. Enterprises Limited | Auto Components | 1.76 | 37.21 | 0 | 0 | hold |
| Shiprocket Limited | Transport Services | 1.68 | 35.6 | +25,63,484 | +35.6 | new |
| CIE Automotive India Limited | Auto Components | 1.53 | 32.4 | 0 | 0 | hold |
| Suprajit Engineering Ltd. | Auto Components | 1.48 | 31.37 | 0 | 0 | hold |
| ESCORTS KUBOTA LIMITED | Agricultural, Commercial & Construction Vehicles | 1.42 | 29.95 | 0 | 0 | hold |
| FIEM INDUSTRIES LIMITED | Auto Components | 1.2 | 25.45 | 0 | 0 | hold |
| Blue Dart Express Ltd. | Transport Services | 1.16 | 24.62 | 0 | 0 | hold |
| SKF India Ltd. | Industrial Products | 1.08 | 22.75 | 0 | 0 | hold |
| LG Balakrishnan & Bros Limited | Auto Components | 0.8 | 16.92 | 0 | 0 | hold |
| Container Corporation Of India Ltd. | Transport Services | 0.73 | 15.36 | 0 | 0 | hold |
| JK Tyre & Industries Limited | Auto Components | 0.66 | 13.98 | 0 | 0 | hold |
| Hero Motocorp Ltd. | Automobiles | 0.64 | 13.63 | −75,000 | −40.88 | cut |
| Aegis Vopak Terminals Limited | Oil | 0.55 | 11.56 | 0 | 0 | hold |
| Studds Accessories Ltd | Auto Components | 0.54 | 11.41 | 0 | 0 | hold |
| Tenneco Clean Air India Limited | Auto Components | 0.3 | 6.41 | +1,21,159 | +6.41 | new |
| VRL Logistics Limited | Transport Services | 0.29 | 6.06 | 0 | 0 | hold |
| Sharda Motor Industries Ltd. | Auto Components | 0.2 | 4.28 | 0 | 0 | hold |
| Popular Vehicles and Services Limited | Automobiles | 0.12 | 2.63 | 0 | 0 | hold |