← Bandhan Mutual Fund

BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - DIRECT PLAN

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
36
Apr 2026
Equity Holdings
₹606.47 Cr
Equity only, excl. debt & cash
Top 5 Weight
33.8%
Moderate
Top 10 Weight
55.5%
Moderate
Changes
36
0 new · 1 exits
Top Sector
Automobiles
36.5% of portfolio
📋 What Happened This Month BANDHAN TRANSPORTATION AND LOGISTICS FUND exited 1 stock from its portfolio this month. GNA Axles Ltd was the biggest exit (Auto Components), which was held at 0.30%. Among existing holdings, Tube Investments of India Limited saw the biggest increase — now at 1.81% of the portfolio. InterGlobe Aviation Limited was trimmed the most, now at 1.32%. Maruti Suzuki India Limited remains the top holding with Automobiles the dominant sector at 36.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Earlier shift unavailable
Needs 3 months of holdings data.
Mar 2026 Apr 2026
Sector Prev Curr Delta
Automobiles 36.4% 36.5% +0.1%
Auto Components 28.7% 29.7% +1.0%
Transport Services 9.0% 8.2% -0.8%
Agricultural, Commercial & Construction Vehicles 6.7% 6.3% -0.4%
Retailing 7.2% 6.2% -1.0%
Consumer Durables 1.7% 1.7% 0.0%
Finance 1.6% 1.6% +0.0%
Transport Infrastructure 1.2% 1.5% +0.2%
Leisure Services 0.8% 0.8% +0.0%
Industrial Products 0.5% 0.5% 0.0%
🔴
Biggest Exit
GNA Axles Ltd
0.30% was held · Auto Components
Biggest Add
Tube Investments of India Limited
+0.96% · now 1.81%
Biggest Trim
InterGlobe Aviation Limited
-1.02% · now 1.32%
👋 Other funds also exited
GNA Axles Ltd 1 fund
GNA Axles Ltd
Groww Small Cap Fund-Direct-Growth

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🔴 1 Exit ↑ 17 Increased ↓ 18 Decreased
#StockSectorLast Weight (Mar 2026)
1
GNA Axles Ltd
₹1.78 Cr
Auto Components 0.30%
#StockSectorMar 2026Apr 2026Change
1
Tube Investments of India Limited
₹11.79 Cr
Auto Components 0.85% 1.81% +0.96%
2
Bajaj Auto Limited
₹29.98 Cr
Automobiles 3.73% 4.59% +0.86%
3
Maruti Suzuki India Limited
₹65.24 Cr
Automobiles 9.40% 9.99% +0.59%
4
Bosch Limited
₹32.40 Cr
Auto Components 4.39% 4.96% +0.57%
5
Container Corporation of India Limited
₹10.18 Cr
Transport Services 1.08% 1.56% +0.48%
6
Exide Industries Limited
₹18.03 Cr
Auto Components 2.44% 2.76% +0.32%
7
Amara Raja Energy & Mobility Ltd
₹10.49 Cr
Auto Components 1.37% 1.61% +0.24%
8
Automotive Axles Ltd
₹13.84 Cr
Auto Components 1.89% 2.12% +0.23%
9
JSW Infrastructure Ltd
₹9.52 Cr
Transport Infrastructure 1.23% 1.46% +0.23%
10
Samvardhana Motherson International Limited
₹27.88 Cr
Auto Components 4.10% 4.27% +0.17%
#StockSectorMar 2026Apr 2026Change
1
InterGlobe Aviation Limited
₹8.59 Cr
Transport Services 2.34% 1.32% -1.02%
2
Eternal Limited
₹29.64 Cr
Retailing 5.44% 4.54% -0.90%
3
Tenneco Clean Air India Limited
₹3.11 Cr
Auto Components 1.31% 0.48% -0.83%
4
Hero MotoCorp Limited
₹35.69 Cr
Automobiles 6.02% 5.47% -0.55%
5
Tata Motors Ltd
₹40.99 Cr
Agricultural, Commercial & Construction Vehicles 6.70% 6.28% -0.42%
6
Mahindra & Mahindra Limited
₹46.46 Cr
Automobiles 7.52% 7.12% -0.40%
7
Hyundai Motor India Ltd
₹25.45 Cr
Automobiles 4.23% 3.90% -0.33%
8
MRF Limited
₹15.57 Cr
Auto Components 2.62% 2.38% -0.24%
9
The Great Eastern Shipping Company Limited
₹14.19 Cr
Transport Services 2.40% 2.17% -0.23%
10
Balkrishna Industries Limited
₹11.88 Cr
Auto Components 1.94% 1.82% -0.12%

Full Portfolio

36 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹65.24 Cr
Automobiles
9.99%
2
₹46.46 Cr
Automobiles
7.12%
3
₹40.99 Cr
Agricultural, Commercial & Construction Vehicles
6.28%
4
₹35.69 Cr
Automobiles
5.47%
5
₹32.40 Cr
Auto Components
4.96%
6
₹29.98 Cr
Automobiles
4.59%
7
₹29.64 Cr
Retailing
4.54%
8
₹28.44 Cr
Automobiles
4.36%
9
₹27.88 Cr
Auto Components
4.27%
10
₹25.45 Cr
Automobiles
3.90%
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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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