ICICI Prudential Transportation and Logistics Fund Direct Growth

ICICI Prudential Transportation and Logistics Fund Direct Growth is an equity fund. This fund was started on 28 October, 2022. The fund is managed by Rajat Chandak, Priyanka Khandelwal. The fund could potentially beat inflation in the long-run.

1. ICICI Prudential Transportation and Logistics Fund Direct Growth has ₹3010 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
2. The fund has an expense ratio 0.9.
   

ICICI Prudential Transportation and Logistics Fund Direct Growth has given a CAGR return of 27.95% since inception. Over the last 1 year the fund has given a CAGR return of 8.06%.

ICICI Prudential Transportation and Logistics Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial, Government. Its top holdings are Mahindra & Mahindra Ltd, TVS Motor Co Ltd, Maruti Suzuki India Ltd, Tata Motors Ltd, Eternal Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in transportation and logistics sectors. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. ICICI Prudential Transportation and Logistics Fund Direct Growth has no lock in period.