Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — HDFC Transportation and Logistics Fund — Investor Presentation (July 2026)
21 slides from Hdfc Asset Management's investor presentation, July 2026
Slide 1: HDFC Transportation and Logistics Fund
1 Aim to Drive your Investments to Wealth creation by investing in HDFC Transportation and Logistics Fund (An open-ended equity scheme investing in transportation and logistics themed companies) July, 2026 Refer product labelling & riskometer on page 19 Refer disclaimer on page 20 HDFC Mutual Fund:
Slide 2: Transportation and Logistics theme - Uncovering Multiple Sectors and Industries
Transportation and Logistics theme - Uncovering Multiple Sectors and Industries Opportunities across transportation and logistics with multiple sub-segments can provide potential Diversification Automotive Airports and Airlines Transportation Shipping and ports + Railways Logistics Quick-commerce Roa
Slide 3: Themes within theme
Themes within theme Varied Business Cycles Access to structural growth and cyclical investment opportunities Diverse Consumer Base Universe straddles luxury, mid-market and economy segment Matured & start-ups Mix of Matured, category innovators in EV as well as Tech based start-up and disruptors in
Slide 4: Drivers for Automobile theme
Drivers for Automobile theme Innovation and Mobility Tailwinds Premiumization Decarbonization Rising Aspiration about owning Rising disposable income with New energy vehicles or alternate vehicles and Travel experience per Capita income at ~2800 USD fuel - BEV, hydrogen, CNG and plant based ethanol
Slide 5: Aspirational mindset to owning Automobiles
Aspirational mindset to owning Automobiles Disposable Income Rising Affluence Premiumization Increased number of working Increasing Nuclear families supportive Visible shift towards owing premium professionals and Higher income groups of new and additional car purchase car models like SUVs, feature r
Slide 6: India's Domestic and Global penetration – Growing but still Low
India’s Domestic and Global penetration – Growing but still Low 2W and 4W (Nos in 000's) 3000 2818 25,000 Per Capita Income (USD) 2694 2530 2500 2239 2347 20,000 1950 1966 2041 1907 2000 1707 1584 15,000 Per Capita Income 1500 Penetration (2W) 10,000 Penetration (4W) 1000 500 5,000 0 - 2015 2016 201
Slide 7: Exports – Tap Global Opportunity with Domestic Strength
Exports – Tap Global Opportunity with Domestic Strength Exports CAGR (2021-2025) Exports – Rs. 3.5 lakh Crs PV 17.50% (24% volume growth in FY26) CV 12.80% 2W 6.30% Category India's Share Top exporter share i.e. China Low Global share in PV and PV 5% 34% CV segment CV 7% 29% Rank PV 2W 3W Top Export
Slide 8: Transition to New Energy vehicles
Transition to New Energy vehicles EV penetration in India (7%) although increasing, still remains lower compared to Global Fuel Mix FY21 FY22 FY23 FY24 FY25 FY26 peers and World average (17%). China currently attains 60% EV market Petrol 75% 72% 70% 67% 61% 56% EV and newer alternate fuel source to
Slide 9: Government Policy push Positively transforming the Auto story
Government Policy push Positively transforming the Auto story Operationalizing competitive policies to elevate Demand Supply dynamics and Monetary support through Budgeted outlays and Subsidies PLI PM E-Drive Incentive to boost domestic manufacturing and attract investment With an outlay of Rs. 10,9
Slide 10: Railway Expansion & High-speed Rail corridors
Railway Expansion & High-speed Rail corridors India’s upcoming Capacity driven and Speed led transport line Capital expenditure - Second most 1670MT 741 crore Passenger INR ~2.8 lakh crores for electrified globally - Freight carried for FY26, carried across FY26. FY27 99.6% Broad gauge 3.25% increase
Slide 11: E-Commerce – New age structural demand driver
E-Commerce – New age structural demand driver Rising parcel volume, Quick commerce density and Festive surges reshaping India’s distribution chain Digital adoption and Increasing network coverage in Tier II and III cities, Dark stores driving category growth Projections – Q-commerce – CAGR 38% (INR
Slide 12: Cargo and Logistics – Driving demand
Cargo and Logistics – Driving demand Government initiatives attributing to reducing Logistics cost – NLP*, PM Gati Shakti, Bharatmala and Sagarmala Projects India’s Logistics cost moderated to 7.9% of GDP Rank 38/139 on Logistics Performance Index – India advanced 16 places in last 12 years Port car
Slide 13: HDFC Transportation and Logistics Fund
1 HDFC Transportation and Logistics Fund Refer disclaimer on slide 20 02 13/21
Slide 14: 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 15: Portfolio Stats
Portfolio Stats Companies Weight % Sector/Industry Weight % Maruti Suzuki India Ltd. 8.66 Auto Components & Equipments 36.3 Eicher Motors Ltd. 8.01 Passenger Cars & Utility Vehicles 17.7 Sona Blw Precision Forgings Ltd. 7.48 2/3 Wheelers 10.8 Eternal Ltd. (Erstwhile Zomato Ltd.) 7.31 E-Retail/ E-Com
Slide 16: Why invest in HDFC Transportation and Logistics Fund?
Why invest in HDFC Transportation and Logistics Fund? Manufacturing and Discretionary consumption growth – Key fundamental drivers of Indian economy Increasing Government’s focus on Automobile manufacturing Low Domestic and Global penetration Premiumization trends and rising disposable income - Tail
Slide 17: 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. Investment Objective To provide long-term capital appreciation by investing predominantly in equity and equity related securities under
Slide 18: Performance
Performance PERFORMANCE^ - Regular Plan - Growth Option NAV as at July 31, 2026 ₹19.363 (per unit) Additional Value of ₹ 10,000 invested Scheme Benchmark Period Returns (%) Returns(%)# Benchmark Additional Returns (%) ## Scheme (₹) Benchmark (₹)# Benchmark (₹)## Last 1 Year 17.89 12.78 -0.43 11,789
Slide 19: 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 Investment predominantly in equity & equity related (Total Returns Index) instruments of compa
Slide 20: Disclaimer
Disclaimer 1 The presentation dated 27th August, 2026 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 21: Thank You
Thank You
HDFC Transportation and Logistics Fund — Investor Presentation (July 2026) on 6ix