Why should you invest in this smallcase?

Indian logistics sector has seen annual growth rates of approximately 15% over the last few years, which is expected to continue growing at a rapid pace.

  • Generally, the logistics sector grows at 1.5x times the GDP and India is set to be the fastest growing economy among major world economies
  • The Government currently has a focus to improve the transportation infrastructure
  • As part of Budget 2021-22, an enhanced outlay of ₹1.18 lakh crores for Ministry of Road Transport and Highways has been provided, of which ₹1.08 lakh crores is for capital expenditure - the highest ever
  • By March 2022, 8,500 kms of road projects will be awarded and an additional 11,000 kms of national highway corridors will be completed
  • Airport up gradation, improved port connectivity, development of logistics parks and accelerated pace of road construction are also focal points
  • Implementation of GST, which will lead to supply chain decisions on the basis of cost efficiency, will positively affect the sector
  • E-commerce sector is growing at a rate of over 60% a year and logistics is an integral part of e-commerce businesses
  • Currently, the logistics expenditure of e-commerce companies stands at around 10% and the sector is expected to grow along with the e-commerce sector

This smallcase consists of companies that will gain from the boost in growth of the logistics sector.

Know how this smallcase was created


Download key points about this smallcase

Created by Windmill Capital

Past Performance vs 

Value of ₹ 100 invested once on
inception of this smallcase

Mar 3, 2014

would be
Transporting India
₹ 400.76
Equity Smallcap
₹ 366.43


Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns