Bandhan Transportation and Logistics Fund Direct-Growth
Equity: Sectoral-Auto & Transportation - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Sectoral-Auto & TransportationBenchmark: Nifty Transportation & Logistics Total Return Index
NAV: ₹20.88+0.07%
16 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of Bandhan Transportation and Logistics Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 02 Nov, 2023 - 16 Jul, 2026 | 06 Nov, 2025 - 16 Jul, 2026 | - | - |
| Average returns | 27.29% | 24.98% | - | - |
| Standard deviation | 22.56% | 2.33% | - | - |
| Best returns | 69.74% 1 year ending on 08 Apr, 2024 | 28.98% 3 years ending on 02 Jan, 2026 | - | - |
| Worst returns | -6.83% 1 year ending on 17 Jun, 2025 | 20.18% 3 years ending on 11 Jun, 2026 | - | - |
| Period with positive return | 88.87% | 100.00% | - | - |
| Period with return > 5% | 78.04% | 100.00% | - | - |
| Period with return > 10% | 73.44% | 100.00% | - | - |
| Period with return > 15% | 63.65% | 100.00% | - | - |
| Beat % Category | 34.27% | 1.71% | - | - |
| Beat % Benchmark | 32.05% | 0.00% | - | - |
Trailing Returns
Point-to-point returns of Bandhan Transportation and Logistics Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
10%
20%
-0.0%
-0.3%
-4.4%
YTD
2.2%
1.9%
-0.1%
1 M
1.4%
1.9%
-2.3%
6 M
13.0%
12.1%
12.8%
1 Y
20.1%
20.3%
21.0%
3 Y
19.9%
21.9%
5 Y
13.2%
12.4%
10 Y
Fund
Equity: Sectoral-Auto & Transportation
Nifty Transportation & Logistics Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -0.02% | 2.23% | 1.42% | 13.04% | 20.11% | - | - | 21.87% |
| Equity: Sectoral-Auto & Transportation | -0.30% | 1.88% | 1.89% | 12.10% | 20.31% | 19.87% | 13.24% | - |
| Nifty Transportation & Logistics Total Return Index | -4.37% | -0.13% | -2.31% | 12.81% | 21.02% | 21.86% | 12.45% | - |
| Rank in category | 5 | 7 | 7 | 5 | 3 | - | - | - |
| Funds in category | 12 | 12 | 12 | 12 | 4 | 1 | 1 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Bandhan Transportation and Logistics Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Bandhan Transportation and Logistics Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of Bandhan Transportation and Logistics Fund Direct-Growth?
Bandhan Transportation and Logistics Fund Direct-Growth has delivered a 1-year return of 13.04% as of 16 Jul 2026. During the same period, its benchmark Nifty Transportation & Logistics Total Return Index returned 12.81%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Bandhan Transportation and Logistics Fund Direct-Growth?
Bandhan Transportation and Logistics Fund Direct-Growth has delivered a 3-year CAGR of 20.11% as of 16 Jul 2026. Its benchmark Nifty Transportation & Logistics Total Return Index returned 21.02% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Bandhan Transportation and Logistics Fund Direct-Growth?
The 5-year CAGR for Bandhan Transportation and Logistics Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Bandhan Transportation and Logistics Fund Direct-Growth since inception?
Since its launch on 26 Oct 2022, Bandhan Transportation and Logistics Fund Direct-Growth has delivered a CAGR of 21.87%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Bandhan Transportation and Logistics Fund Direct-Growth performed vs its category over the long term?
Over the long term, Bandhan Transportation and Logistics Fund Direct-Growth has ranked 3 out of 4 funds in the Equity: Sectoral-Auto & Transportation category on a 3-year basis, and - on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Bandhan Transportation and Logistics Fund Direct-Growth?
The Sharpe ratio of Bandhan Transportation and Logistics Fund Direct-Growth is 0.84 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Bandhan Transportation and Logistics Fund Direct-Growth?
The 3Y alpha of Bandhan Transportation and Logistics Fund Direct-Growth is 2.11% (as of 16 Jul 2026). Alpha measures the excess return generated by the fund over and above its benchmark Nifty Transportation & Logistics Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Bandhan Transportation and Logistics Fund Direct-Growth?
The beta of Bandhan Transportation and Logistics Fund Direct-Growth is 0.87 (as of 16 Jul 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark Nifty Transportation & Logistics Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Bandhan Transportation and Logistics Fund Direct-Growth's beta of 0.87 indicates it is more defensive than its benchmark.
What are the rolling returns of Bandhan Transportation and Logistics Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Bandhan Transportation and Logistics Fund Direct-Growth is 27.29% and 24.98% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.