How to Invest in the Logistics Sector?

Logistics = Long-Term Opportunity

– ₹100 lakh crore infra plan boosting logistics backbone
Surge in digital commerce = rising logistics demand

Ways to Invest in Logistics

– Direct equities like CONCOR, Delhivery, TCI
Thematic mutual funds or ETFs (infra, transportation)

Why This Sector Deserves a Look

– Low penetration = massive headroom for growth
– Tech-led transformation improving efficiency

Key Risks You Should Know

– Fuel and freight cost fluctuations impact margins
Regulatory shifts can delay infra projects

Investment Insights

– Focus on 2–3 year horizon
– Buy low, wait for re-rating