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BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - DIRECT PLAN is an equity scheme managed by Bandhan Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 26.27%, with the bottom and top quartiles at 24.09% and 27.00% respectively. It has ranked in the top half of its category for 1 of the last 1 reported years. The total expense ratio is 1.72% on assets of ₹653Cr. The fund is currently managed by Gaurav Satra, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 89% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 9.99% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 7.12% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 5.47% |
| BOSCH LIMITED | Consumer Cyclical | 4.96% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 4.59% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 4.36% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 4.27% |
| Hyundai Motor India Ltd | Consumer Cyclical | 3.90% |
| EXIDE INDUSTRIES LIMITED | Consumer Cyclical | 2.76% |
| MRF LIMITED | Consumer Cyclical | 2.38% |
| THE GREAT EASTERN SHIPPING COMPANY LIMITED | Industrials | 2.17% |
| AUTOMOTIVE AXLES LIMITED | Consumer Cyclical | 2.12% |
| BALKRISHNA INDUSTRIES LIMITED | Consumer Cyclical | 1.82% |
| TUBE INVESTMENTS OF INDIA LIMITED | Industrials | 1.81% |
| UNO MINDA LIMITED | Consumer Cyclical | 1.70% |
| MAYUR UNIQUOTERS LIMITED | Consumer Cyclical | 1.68% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.66% |
| RANE HOLDINGS LIMITED | Financial Services | 1.64% |
| CONTAINER CORPORATION OF INDIA LTD. | Industrials | 1.56% |
| VRL LOGISTICS LIMITED | Industrials | 1.55% |
| MOTHERSON SUMI WIRING INDIA LIMITED | Consumer Cyclical | 1.55% |
| JSW INFRASTRUCTURE LTD | Industrials | 1.46% |
| SANDHAR TECHNOLOGIES LIMITED | Consumer Cyclical | 1.43% |
| ENDURANCE TECHNOLOGIES LIMITED | Consumer Cyclical | 1.43% |
| INTERGLOBE AVIATION LIMITED | Industrials | 1.32% |
| Sector | Holdings | Weight |
|---|---|---|
| Automobile and Auto Components | — | 65.78% |
| Services | — | 9.69% |
| Capital Goods | — | 7.12% |
| Consumer Services | — | 7.01% |
| Consumer Durables | — | 1.68% |
| Financial Services | 1 | 1.64% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.52% | 6.20% | 23.00% | 50.76% | 66.31% | 87.2% |
| 3Y | 21.28% | 24.09% | 26.27% | 27.00% | 28.76% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 49.8% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.
| 5Y |
|---|
| Star |
|---|
| SBI Automotive Opportunities Fund - Direct Plan - Growth | SBI Mutual Fund | ₹5,075 Cr | 0.86% | — | — | 1★ |