← Bandhan Mutual Fund

BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - DIRECT PLAN

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
34
Jul 2026
Equity Holdings
₹684.65 Cr
Equity only, excl. debt & cash
AAUM
₹658.59 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
36.7%
Moderate
Top 10 Weight
58.0%
Moderate
Changes
35
1 new · 2 exits
Top Sector
Automobiles
37.3% of portfolio
Launch Date
04 Oct 2022
4 years old

AAUM (Average Assets Under Management) of ₹658.59 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month BANDHAN TRANSPORTATION AND LOGISTICS FUND made 1 new addition and exited 2 stocks this month. The biggest new buy was Sharda Motor Industries Ltd. (Auto Components) at 0.06% weight. Sandhar Technologies Limited was the biggest exit (Auto Components), which was held at 1.29%. Among existing holdings, Eternal Limited saw the biggest increase — now at 6.15% of the portfolio. Samvardhana Motherson International Limited was trimmed the most, now at 4.08%. Maruti Suzuki India Limited remains the top holding with Automobiles the dominant sector at 37.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Automobiles 38.1% 36.7% -1.5%
Auto Components 29.4% 29.4% +0.0%
Transport Services 7.4% 7.9% +0.6%
Retailing 6.5% 6.3% -0.1%
Agricultural, Commercial & Construction Vehicles 5.7% 6.1% +0.4%
Finance 2.0% 2.3% +0.3%
Transport Infrastructure 1.7% 1.9% +0.2%
Consumer Durables 2.0% 1.6% -0.4%
Leisure Services 0.8% 0.8% +0.1%
Industrial Products 0.5% 0.6% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Automobiles 36.7% 37.3% +0.6%
Auto Components 29.4% 26.8% -2.6%
Retailing 6.3% 8.9% +2.5%
Transport Services 7.9% 7.7% -0.2%
Agricultural, Commercial & Construction Vehicles 6.1% 5.9% -0.2%
Finance 2.3% 2.3% 0.0%
Transport Infrastructure 1.9% 1.7% -0.2%
Consumer Durables 1.6% 1.0% -0.6%
Leisure Services 0.8% 0.7% -0.1%
Industrial Products 0.6% 0.5% -0.1%
🟢
Biggest New Buy
Sharda Motor Industries Ltd.
0.06% weight · Auto Components
🔴
Biggest Exit
Sandhar Technologies Limited
1.29% was held · Auto Components
Biggest Add
Eternal Limited
+1.57% · now 6.15%
Biggest Trim
Samvardhana Motherson International Limited
-0.84% · now 4.08%
🤝 Other funds also bought this month
Sharda Motor Industries Ltd. 1 fund
Sharda Motor Industries Ltd.
ICICI Prudential Balanced Hybrid Fund
👋 Other funds also exited
JK Tyre & Industries Limited 5 funds
JK Tyre & Industries Limited
Groww Nifty Smallcap250 ETF
Mirae Asset Nifty Smallcap 250 ETF
NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 2 Exits ↑ 13 Increased ↓ 19 Decreased
#StockSectorWeight (Jul 2026)
1
Sharda Motor Industries Ltd.
₹43.57 L
Auto Components 0.06%
#StockSectorLast Weight (Jun 2026)
1
Sandhar Technologies Limited
₹8.94 Cr
Auto Components 1.29%
2
JK Tyre & Industries Limited
₹6.16 L
Auto Components 0.01%
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹45.37 Cr
Retailing 4.58% 6.15% +1.57%
2
Bajaj Auto Limited
₹34.56 Cr
Automobiles 3.51% 4.68% +1.17%
3
Swiggy Limited
₹19.94 Cr
Retailing 1.73% 2.70% +0.97%
4
Apollo Tyres Limited
₹14.99 Cr
Auto Components 1.55% 2.03% +0.48%
5
Hero MotoCorp Limited
₹45.78 Cr
Automobiles 5.88% 6.20% +0.32%
6
Exide Industries Limited
₹22.49 Cr
Auto Components 2.80% 3.05% +0.25%
7
Eicher Motors Limited
₹27.42 Cr
Automobiles 3.57% 3.71% +0.14%
8
Endurance Technologies Limited
₹12.41 Cr
Auto Components 1.54% 1.68% +0.14%
9
VRL Logistics Limited
₹12.49 Cr
Transport Services 1.60% 1.69% +0.09%
10
Container Corporation of India Limited
₹10.51 Cr
Transport Services 1.37% 1.42% +0.05%
#StockSectorJun 2026Jul 2026Change
1
Samvardhana Motherson International Limited
₹30.15 Cr
Auto Components 4.92% 4.08% -0.84%
2
Tube Investments of India Limited
₹8.26 Cr
Auto Components 1.75% 1.12% -0.63%
3
Mayur Uniquoters Ltd.
₹7.24 Cr
Consumer Durables 1.55% 0.98% -0.57%
4
Maruti Suzuki India Limited
₹71.17 Cr
Automobiles 10.19% 9.64% -0.55%
5
Bosch Limited
₹36.98 Cr
Auto Components 5.47% 5.01% -0.46%
6
Hyundai Motor India Ltd
₹28.35 Cr
Automobiles 4.13% 3.84% -0.29%
7
The Great Eastern Shipping Company Limited
₹10.13 Cr
Transport Services 1.61% 1.37% -0.24%
8
Tata Motors Ltd
₹43.68 Cr
Agricultural, Commercial & Construction Vehicles 6.10% 5.92% -0.18%
9
JSW Infrastructure Ltd
₹12.50 Cr
Transport Infrastructure 1.86% 1.69% -0.17%
10
InterGlobe Aviation Limited
₹10.34 Cr
Transport Services 1.55% 1.40% -0.15%

What Stocks Does This Fund Hold?

34 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹71.17 Cr
Automobiles
9.64%
2
₹64.57 Cr
Automobiles
8.75%
3
₹45.78 Cr
Automobiles
6.20%
4
₹45.37 Cr
Retailing
6.15%
5
₹43.68 Cr
Agricultural, Commercial & Construction Vehicles
5.92%
6
₹36.98 Cr
Auto Components
5.01%
7
₹34.56 Cr
Automobiles
4.68%
8
₹30.15 Cr
Auto Components
4.08%
9
₹28.35 Cr
Automobiles
3.84%
10
₹27.42 Cr
Automobiles
3.71%
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🏦 Bandhan Mutual Fund — Portfolio & Holdings
See all funds managed by Bandhan Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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