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Sectoral/ ThematicICICI Prudential Asset Management Company Limited

ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Direct Plan - Growth

Benchmark: Nifty Transportation & Logistics TRI · Riskometer: Very High

₹23.98

NAV (2026-08-31)

₹4,119.314 Cr

AUM (2026-08-31)

1.21%

EXPENSE RATIO (DIRECT)

2022-10-06

INCEPTION

AQuality · 85/100
CSafety · 55/100
ACompound · 80.5/100

Punji Fund Health Score - percentile-within-category. See methodology.

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Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

-12%10%33%55%77%1Y3Y
Min rolling CAGRMedian rolling CAGRMax rolling CAGR
MetricValuePercentileCategory median
3Y Rolling CAGR27.6%96.12th 17.5%
3Y Sharpe Ratio1.0489.19th 0.63
3Y Alpha4.6%73.64th 2.7%
3Y Std Deviation18.0%17.12th (lower is better)15.0%

0.9251

Beta

94.8732

Up Capture

4.3598

Tracking Error (%)

3-year window vs. Nifty Transportation & Logistics TRI.

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Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

42.5681%20.0744%12.6796%9.8363%8.3989%TOP 9100%
Automobiles 42.5681%Auto Components 20.0744%Retailing 12.6796%Transport Services 9.8363%Agricultural, Commercial & Construction Vehicles 8.3989%Other 4.2114%Transport Infrastructure 1.2694%Leisure Services 0.9622%Commercial Services & Supplies 0.482%

TOP HOLDINGS

Mahindra & Mahindra Ltd. (Automobiles)13.1606%
Eternal Ltd. (Retailing)9.5631%
TVS Motor Company Ltd. (Automobiles)8.0775%
Maruti Suzuki India Ltd. (Automobiles)7.051%
Interglobe Aviation Ltd. (Transport Services)5.9515%
Tata Motors Ltd. (Agricultural, Commercial & Construction Vehicles)5.4076%
Hyundai Motor India Ltd. (Automobiles)4.5634%
Bajaj Auto Ltd. (Automobiles)4.4671%
Swiggy Ltd (Retailing)3.1165%
Ashok Leyland Ltd. (Agricultural, Commercial & Construction Vehicles)2.9913%

Funds that behave most similarly (beta, capture ratios, volatility - not holdings overlap). Pick up to 2 to compare alongside this fund:

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Asset Allocation

As of Jul-2026

96.27%TOP 3100%
Equity 96.27%Debt 0%Cash 4.21%

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Market Cap Split

As of Jul-2026

69.9167%16.9732%9.8206%TOP 397%
Large 69.9167%Mid 16.9732%Small 9.8206%

Portfolio analytics as of Jul-2026.

Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.