Investment Objective and Approach

The Bandhan Transportation and Logistics Fund is a thematic equity mutual fund scheme that focuses exclusively on companies operating in India's transportation and logistics sector. This fund has been launched on 04-10-2022, positioning it as a relatively new offering targeting the growing opportunities in India's rapidly evolving transportation infrastructure and logistics ecosystem.

The fund follows a growth-oriented investment strategy, primarily investing in equity securities of companies engaged in various segments of the transportation and logistics value chain. This includes automobile manufacturers, logistics service providers, shipping companies, airlines, railways, port operators, and ancillary service providers within this ecosystem.

As of 31-Mar-2025, Bandhan Transportation and Logistics Fund - Regular Plan had invested 92.36% in Equity, 7.6% in Cash & Cash Eq. The fund maintains a concentrated approach toward the transportation theme while ensuring adequate liquidity management through cash equivalents.

Key investment highlights include:

- AUM: ₹496 Cr as of 31-Mar-2025

- Returns Since Inception: 19.10% returns since inception

- Risk Profile: Very High risk category as per SEBI's riskometer

- Benchmark: NIFTY 500 TRI with NIFTY 50 TRI serving as an addition

- Minimum Investment: Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000

Fund Managers

The fund is managed by an experienced team of fund managers at Bandhan AMC:

Daylynn Pinto serves as the primary fund manager for this scheme. Mr. Pinto has been associated with IDFC AMC, now under Bandhan Mutual Fund, since October 2016. Before joining IDFC AMC, he had worked with UTI Asset Management Company Ltd as Fund Manager. He holds a Post Graduate Diploma in Management (PGDM) and Bachelor's degree in Commerce.

Harshal Joshi is the co-fund manager for the scheme. Mr Harshal Joshi has an experience of over 9 years in the Mutual Fund industry. He has worked with IDFC AMC since December 2008 in the Fixed Income Investment segment. He has a Masters's Degree in Commerce and PGDBM (N.L. Dalmia Institute of Management Studies and Research).

The fund management team brings together deep expertise in equity research, sector analysis, and portfolio construction, with a combined experience of managing various equity and thematic funds across different market cycles.

About the Fund House (AMC)

Bandhan Mutual Fund was set up on March 13, 2000. It is one of the largest Mutual Fund houses in India's domestic market. In terms of Assets under Management (AUM), it is one of the largest players in the sector. managing assets worth ₹1,37,193.31 crore as of March 2024.

The fund house has an interesting transformation story. April 2022 marked the acquisition of IDFC Asset Management Company by Bandhan along with a consortium. The consortium included Bandhan Financial Holdings Limited, Singapore's Sovereign Fund GIC, and ChrysCapital. Post the acquisition, the IDFC Mutual Fund was renamed Bandhan Mutual Fund in March 2023.

Key operational details:

- Leadership: Currently, Mr. Vishal Kapoor is the Managing Director & CEO of Bandhan Mutual Fund. Mr. Manish Gunwani and Mr. Suyash Choudhary, are the CIOs (Chief Investment Officers) of Bandhan Mutual Fund.

- Total Schemes: It currently offers 76 mutual fund schemes to its investors. These are diversified across debt, equity, hybrid, and other schemes.

- Infrastructure: Deutsche Bank AG headquarters is located in 6th Floor, 841, One World Center Mumbai, 400013, India

- Custodian: Deutsche Bank AG

- Registrar: Computer Age Management Services Ltd

The AMC focuses on providing comprehensive investment solutions across asset classes while maintaining strong governance standards and regulatory compliance.

Should I Invest in Bandhan Transportation and Logistics Fund?

Investment in this fund should be considered based on several key factors:

Suitability Factors:

- Thematic Focus: Ideal for investors who believe in India's transportation and logistics growth story

- Risk Appetite: Very High risk rating means it's suitable only for aggressive investors

- Investment Horizon: Being an equity fund with sectoral concentration, it requires a long-term investment horizon of 5+ years

- Portfolio Allocation: Should constitute only a portion of your overall equity allocation due to its thematic nature

Performance Metrics to Consider:

- Expense Ratio: 2.43 for regular plan, 0.94 as of 17th April 2025 for direct plan

- Exit Load: Exit load of 0.5%, if redeemed within 30 days

- Fund Age: 2 years 5 months old as a relatively new scheme

The fund is suitable for investors who understand the cyclical nature of transportation sector returns and are willing to accept higher volatility for potential outperformance during sectoral upturns.

FAQs

What is today's NAV of Bandhan Transportation and Logistics Fund?

The Latest NAV as of 25 Aug 2025 is ₹19.45 for the direct growth plan. NAV changes daily based on market movements of underlying securities.

What is the AUM of Bandhan Transportation and Logistics Fund?

The AUM of Bandhan Transportation and Logistics Fund - Regular Plan Fund is ₹496 Cr as of 31-Mar-2025, indicating moderate investor interest in this thematic offering.

What is the expense ratio of Bandhan Transportation and Logistics Fund?

The expense ratio of Bandhan Transportation and Logistics Fund - Regular Plan is 2.43, while the direct plan offers a lower expense ratio for cost-conscious investors.

What are the returns of Bandhan Transportation and Logistics Fund since inception?

It has delivered 19.10% returns since inception, reflecting strong performance in the initial years since its October 2022 launch.

What is the minimum SIP amount to invest in Bandhan Transportation and Logistics Fund?

Minimum SIP Investment is set to ₹100, making it accessible for small investors to start their investment journey.

How do I invest in Bandhan Transportation and Logistics Fund?

You can invest through Allvest platform by selecting the fund, choosing investment amount, and completing KYC formalities. Allvest offers zero commission investing in direct plans.

How to start a SIP in Bandhan Transportation and Logistics Fund?

Through Allvest app, select SIP option, choose monthly investment amount, select SIP date, and set up auto-debit instructions from your bank account.

How do I automate an SIP in Bandhan Transportation and Logistics Fund?

To automate an SIP in Bandhan Transportation and Logistics Fund, use the Auto-Invest feature on Kotak Securities. This allows you to set up automatic investments, SIPs in mutual funds at regular intervals. Once configured, your chosen amount will be invested in the Bandhan Transportation and Logistics Fund automatically, ensuring consistent contributions without manual intervention. Similar automation is available on Allvest platform.

How can I withdraw/redeem my investment in Bandhan Transportation and Logistics Fund?

You can redeem through Allvest platform by logging in, selecting the fund, choosing redemption amount, and submitting the request. The proceeds of equity, debt, and conservative hybrid funds are generally transferred to your registered bank account within 2-4 working days of the withdrawal initiation.