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Sectoral / Thematic📊 NIFTY TRANSPORTATION & LOGISTICS

Bandhan Transportation and Logistics Fund · Regular · Growth

Bandhan Mutual Fund

#24 of 213 (1Y)

NAV

₹19.3030

as of 17 Jun 2026

Expense Ratio

2.35%

AUM

₹667 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+14.58%
3Y
+19.71%
5Y
Since Inception
+19.78%

SIP returns (XIRR)

1Y
+7.48%
3Y
+12.74%
5Y
Since Inception
+15.94%

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹5,557

Benchmark

₹5,122

+₹435 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹4,400

Invested

₹5,557

Value today

13.1%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,842

Value today

18.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹10,58,062

Value today

-4.3%

vs lumpsum

Direct lumpsum would have beaten STP by 4.3% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.19

Sharpe Ratio

+0.08

Alpha

0.53

Beta

0.20

Sortino

17.59%

Std Dev

-16.70%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseBandhan Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY TRANSPORTATION & LOGISTICS ✓
Launch Date04 Oct 2022
AMFI Code150717
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadIf redeemed/switched out within 30 days from the date of allotment  0.5% of the applicable NAV. If redeemed/switched out after 30 days from the date of allotment Nill

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with BANDHAN TRANSPORTATION AND LOGISTICS FUND - IDCW - REGULAR PLAN

Holding% NAV

Investment Objective

Bandhan Transportation and Logistics Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Bandhan Transportation and Logistics Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Bandhan Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹667 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY TRANSPORTATION & LOGISTICS. The current expense ratio is 2.35%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations