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Funds/Bandhan Transportation and Logistics Fund

Bandhan Transportation and Logistics Fund

Bandhan Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI

The fund maintains a concentrated bet on automotive and component makers, betting on India's vehicle production cycle and logistics-driven growth. The 7.5% cash position via repo suggests the manager is cautiously positioned amid market volatility, having trimmed aviation exposure while keeping core auto holdings steady. With nearly two-thirds weight in the top 10 names, this is a conviction play on established industry leaders rather than a diversified sector exposure.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Primary₹18.4150-1.61%+8.67%+20.03%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
36
Top 5 Weight
33.82%
Top 10 Weight
55.48%
Max Position
9.99%
Conviction Bets
14
Gini
0.411
Large Cap
57.85%
Mid Cap
13.82%
Small Cap
21.25%
Top Sector
Automobiles
Sector Count
10
HHI (bps)
40,125
Highly Differentiated
Active Share
86.14%
vs peer portfolio
Weight Overlap
8.74%
with avg peer
Cosine Similarity
0.303
portfolio angle
Peer Count
237
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 3938+1 added2 removed24 weight shifts ≥ 0.1%
StockWeight
Triparty Repo TRP_0405267.54%
#Holding% to NAV
1
Maruti Suzuki India Limited
INE585B01010
9.99%
2
Triparty Repo TRP_040526
7.54%
3
Mahindra & Mahindra Limited
INE101A01026
7.12%
4
Tata Motors Ltd
INE1TAE01010
6.28%
5
Hero MotoCorp Limited
INE158A01026
5.47%
6
Bosch Limited
INE323A01026
4.96%
7
Bajaj Auto Limited
INE917I01010
4.59%
8
Eternal Limited
INE758T01015
4.54%
9
Eicher Motors Limited
INE066A01021
4.36%
10
Samvardhana Motherson International Limited
INE775A01035
4.27%
11
Hyundai Motor India Ltd
INE0V6F01027
3.90%
12
Exide Industries Limited
INE302A01020
2.76%
13
MRF Limited
INE883A01011
2.38%
14
The Great Eastern Shipping Company Limited
INE017A01032
2.17%
15
Automotive Axles Limited
INE449A01011
2.12%
16
Balkrishna Industries Limited
INE787D01026
1.82%
17
Tube Investments of India Limited
INE974X01010
1.81%
18
UNO Minda Limited
INE405E01023
1.70%
19
Mayur Uniquoters Limited
INE040D01038
1.68%
20
Swiggy Limited
INE00H001014
1.66%
Automobiles36.5%
Auto Components29.7%
Transport Services8.2%
Agricultural, Commercial & Construction Vehicles6.3%
Retailing6.2%
Consumer Durables1.7%
Finance1.6%
Transport Infrastructure1.5%
Leisure Services0.8%
Industrial Products0.5%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Bandhan Transportation and Logistics Fund hold?

Bandhan Transportation and Logistics Fund holds 36 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 33.82% of NAV.

What is the largest holding in Bandhan Transportation and Logistics Fund?

The largest position in Bandhan Transportation and Logistics Fund is Maruti Suzuki India Limited, accounting for 9.99% of NAV in the Automobiles sector.

Is Bandhan Transportation and Logistics Fund a concentrated or diversified fund?

With a Gini coefficient of 0.411, Bandhan Transportation and Logistics Fund is well-diversified. The HHI concentration index is 40,125 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 33.82% of the portfolio.

What is the market cap allocation of Bandhan Transportation and Logistics Fund?

Based on SEBI's AMFI classification, Bandhan Transportation and Logistics Fund's equity portfolio is split as: Large Cap: 57.85%, Mid Cap: 13.82%, Small Cap: 21.25%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Bandhan Transportation and Logistics Fund invest in most?

Bandhan Transportation and Logistics Fund has the highest allocation to Automobiles (36.48%), Auto Components (29.67%), Transport Services (8.23%). The fund is invested across 10 sectors in total.

How actively managed is Bandhan Transportation and Logistics Fund compared to other Sectoral / Thematic funds?

Bandhan Transportation and Logistics Fund has an Active Share of 86.14%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.

What changed in Bandhan Transportation and Logistics Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Bandhan Transportation and Logistics Fund added 1 new stock (including Triparty Repo TRP_040526) and exited 2 stocks (including GNA Axles Limited). Total holding count decreased from 39 to 38 stocks.