NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹16.19
1.05%
NAV as on 30 Apr 24, 12:00 AM
very high risk
equity other
equity
NAV as on 30 Apr 24, 12:00 AM
very high risk
equity other
equity
57.39%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
34.24%p.a.
Since Inception
About Bandhan Transportation and Logistics Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Bandhan Transportation and Logistics Fund Growth scheme from Bandhan Asset Management Company Limited. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Oct 2022, Bandhan Transportation and Logistics Fund Growth is Equity - Other fund of its category with 436.15 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- Bandhan Transportation and Logistics Fund Growth delivered 57.4% annual returns during the last year. It has delivered 34.2% average annual returns since the fund was launched.
- Bandhan Transportation and Logistics Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Scheme seeks to generate long-term capital growth by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.
Top 10 Holdings
Mahindra & Mahindra Ltd
9.91%
Maruti Suzuki India Ltd
9.82%
Tata Motors Ltd
9.67%
Bosch Ltd
6.20%
Hero MotoCorp Ltd
5.95%
Eicher Motors Ltd
4.15%
InterGlobe Aviation Ltd
3.25%
Bajaj Auto Ltd
2.94%
Sandhar Technologies Ltd Ordinary Shares
2.41%
L.G.Balakrishnan & Bros Ltd
2.24%
Fund Managers
- Harshal Joshi (Oct 2022 - Present)
- Daylynn Pinto (Oct 2022 - Present)
- Ritika Behera (Oct 2023 - Present)
Key Information
View Scheme Document
Bandhan Transportation and Logistics Fund Growth SIP Calculator
If invested
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For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Bandhan Transportation and Logistics Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Bandhan Transportation and Logistics Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Bandhan Transportation and Logistics Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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