Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — Investor Presentation (August 2025)
26 slides from Hdfc Asset Management's investor presentation, Aug 26, 2025
Slide 1: Aim to Accelerate Your Growth
1 AIM TO ACCELERATE YOUR GROWTH Invest in HDFC Transportation and Logistics Fund and drive the future of India (An open-ended equity scheme investing in Transportation and Logistics themed companies) Refer product labelling & riskometer on page 24 August, 2025 Refer disclaimer on page 25
Slide 2: Transportation and logistics – Multiple opportunities
Transportation and logistics – Multiple opportunities Opportunities across transportation and logistics with multiple sub-segments provide diversification Automotive Airports and Airlines Transportation Shipping and ports + Railways Logistics E-commerce Road/rail/Air cargos Supply chain/ Warehousing
Slide 3: Themes within theme
Themes within theme Varied Business Cycles Disruptive innovation and emerging technologies Access to structural growth and cyclical investment Opportunity to invest in new-age technologies opportunities Diverse Consumer Base Diverse Business Models Universe straddles luxury, mid-market and economy V
Slide 4: Drivers for Transportation theme
Drivers for Transportation theme Mobility Tailwinds Premiumization Innovation, Decarbonization and Safety Largest and one of the youngest Rising disposable income leading Government of India Net-Zero populations in the world to premiumization economy goal by 2070 Rising per capita income Consumer pr
Slide 5: Low domestic penetration
Low domestic penetration Low Domestic Penetration across segments creates long-term growth opportunities 2W penetration rate (‘00 population) PV penetration in India (Lowest among large economies) 700 Passenger Cars per 1,000 inhabitants (%) R² = 0.6966 35 Italy, 625 600 30 29.6 Germany, 562 Japan,
Slide 6: Emerging Opportunities due to current challenges
Emerging Opportunities due to current challenges Problems with current automotive model Under-utilized Polluting Time-Consuming Dangerous <4% utilization on 20bn hours spent 150,000 traffic-related ~30% of air pollution a 24 hour day operating a vehicle fatalities in India annually Innovation happeni
Slide 7: Why EV will be an opportunity rather than a threat for Auto
Why EV will be an opportunity rather than a threat for Auto End of over 100 years of engine development Vehicle Lifecycle cost Insurance cost advantage for western and far eastern Increase in global automotive players Maintenance cost 7% 3% opportunities Tyre replacement Ex-showroom price 20% Large
Slide 8: Innovation driving the way for new listings and universe expansion
Innovation driving the way for new listings and universe expansion Ride-hailing businesses Electric Vehicle manufacturers Global Automobile manufacturing giants Food-ordering and Quick-commerce companies Delivery platforms Refer disclaimer on page 25 02 08/26
Slide 9: Tailwinds for Auto Ancillaries
Tailwinds for Auto Ancillaries Consumers preference for premium features has increased content per car over the last few years Higher content per car will lead to higher vehicle ASPs and growth for auto component industry Increased adoption of premium features FY17 FY19 FY21 FY23 FY24 FY27E 50 50 50
Slide 10: Reforms boost for Auto demand
Reforms boost for Auto demand Proposed GST rate cuts Domestic-focused Auto Reversal of interest rate could spur demand recovery Ancillaries could be indirect cycle could bode well for Bulk of the Auto Sector falls in beneficiaries from GST rate demand 28% slab, which is proposed to cuts with demand r
Slide 11: GST 2.0: Booster for Autos
GST 2.0 : Booster for Autos Government may restructure the current GST regime of four slabs (5%, 12%, 18%, 28%) plus compensation cess (1-22%) into a simpler three-slab structure of 5%, 18% and 40%, with no cess Bulk of the Auto Sector falls in 28% slab, which is proposed to be reduced to 18% Could
Slide 12: Large growth potential for Auto and Auto component industry
Large growth potential for Auto and Auto component industry Consistent rise in overall Auto Industry Revenue (US$ bn) Auto and auto components plays a pivotal role 250 CAGR: 10% 212.1 accounting for ~7% of GDP. Govt’s Automotive mission 200 192.8 plan 2016-26 target to increase this further to 12% 1
Slide 13: Drivers for Logistics theme
Drivers for Logistics theme Govt Focus Shift from Growth in GDP (PM Gati Shakti, Unorganized to and E-commerce National Logistics Organized industry Policy, Bharatmala, Sagarmala, UDAN etc) Government Target for Logistics Industry Reduce cost of logistics in India to be comparable to global benchmar
Slide 14: HDFC Transportation and Logistics Fund
1 HDFC Transportation and Logistics Fund Refer disclaimer on slide 25 02 14/26
Slide 15: Investment Strategy
Investment Strategy Core Portfolio Flexi Cap market strategy Stock Selection Core of the portfolio (atleast Identify opportunities across Preference for companies 80%) will be invested in stocks market cap segments that represent the Which are leaders/have Transportation and Logistics Benchmark (Nif
Slide 16: Market Cap diversification and low overlap with broader indices
Market Cap diversification and low overlap with broader indices Universe^ Benchmark* Category No of Companies No of Companies Weights (%) Large 12 11 74.2 Mid 20 15 22.5 Small 128 4 3.3 Total 160 30 100.0 Overlap of NIFTY Transportation and Logistics Index with broader indices (%) 8.0 7.5 7.9 7.0 6.
Slide 17: Valuation Landscape
Valuation Landscape NIFTY Transportation and Logistics Index 4-Wheelers 40 40 35 35 30 30 25 25 20 20 15 15 10 10 5 Nifty TL P/E Nifty TL P/E LTA 5 4W P/E 4W P/E LTA 0 0 Aug-20 Aug-24 Aug-18 Aug-22 Aug-23 Aug-25 Aug-16 Aug-19 Aug-15 Aug-21 Aug-17 Aug-15 Aug-16 Aug-17 Aug-18 Aug-19 Aug-20 Aug-21 Aug-
Slide 18: Return Profile
Return Profile Years NIFTY Transportation & Logistics Index TRI Nifty 500 TRI 1 Year -6.9 -1.6 3 Years 26.1 17.1 5 Years 30.5 21.7 10 Years 13.8 13.7 15 Years 16.7 12.7 As on 31st July, 2025 Value of ₹ 1,00,000 invested on 01-Apr-2005^ (Up to 31-Jul-2025) 4,000,000 Nifty 500 TRI Nifty Transportation
Slide 19: Portfolio Positioning
Portfolio Positioning Portfolio Quants Top Holdings Parameter Weight % Large Cap Weight % Fund Size (Rs Cr) Rs 1,451 Crore Maruti Suzuki India Limited 9.0 Number of Stocks 32 Eicher Motors Ltd. 8.6 Top 10 Stocks 63.4% Hyundai Motor India Limited 7.4 Equity 99.0% InterGlobe Aviation Ltd. 5.9 Cash and
Slide 20: Why invest in HDFC Transportation and Logistics Fund?
Why invest in HDFC Transportation and Logistics Fund? Manufacturing and discretionary consumption growth will be two fundamental drivers of Indian economy going forward Structural and cyclical upturn: Post cyclical downturn and pandemic supply chain disruption, transportation is poised for long term
Slide 21: Fund Facts
Fund Facts Particulars HDFC Transportation and Logistics Fund Type of Scheme An open-ended equity scheme investing in Transportation and Logistics themed companies. To provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and I
Slide 22: Asset allocation
Asset allocation Under normal circumstances, the asset allocation (% of Net Assets) of the Scheme's portfolio will be as follows: Minimum Allocation Maximum Allocation Types of Instruments Risk Profile (% of Net Assets) (% of Net Assets) Equity and Equity related instruments of 80 100 Very High trans
Slide 23: Performance
Performance PERFORMANCE ^ - Regular Plan - Growth Option NAV as at July 31, 2025 ₹16.425 (per unit) Value of ₹ 10,000 invested Scheme Benchmark Additional Benchmark Period Returns (%) Returns(%)# Returns (%) ## Scheme (₹) Benchmark (₹)# Additional Benchmark (₹)## Last 1 Year -1.07 -6.90 0.54 9,893 9
Slide 24: Benchmark and Scheme Riskometers
Benchmark and Scheme Riskometers This product is suitable for investors who are seeking*: Riskometer# Benchmark Riskometer# NIFTY TRANSPORTATION & • To generate long-term capital appreciation LOGISTICS INDEX (Total Returns Index) • Investment predominantly in equity & equity related instruments of c
Slide 25: Disclaimer
Disclaimer 1 The presentation dated 26th August, 2025 has been prepared by HDFC Asset Management Company Limited (HDFC AMC) based on internal data, publicly available information and other sources believed to be reliable. Any calculations made are approximations, meant as guidelines only, which you
Slide 26: Thank You
Thank You
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