Kotak Transportation & Logistics Fund Regular Plan- Growth
Kotak Mahindra Asset Management Co Ltd
₹11.48 (+1.09%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-0.94% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.42%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,086
Invested ₹1,000
▲+8.64%1 year
₹991
Invested ₹1,000
▼-0.94%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty Transportation & Logistics TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -0.94% | — | — | — |
| Cumulative returns (%) | -0.94% | — | — | — |
Fund Manager
| Manager | Nalin Bhatt |
|---|---|
| Role | Manager |
| Manager Tenure | 1.79 yrs |
About Fund
| Date of Incorporation | 16 Dec 2024 |
|---|---|
| Fund House | Kotak Mahindra Asset Management Co Ltd |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Kotak Mahindra Asset Management Co Ltd |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Maruti Suzuki India Ltd | 8.61% |
| Hero MotoCorp Ltd | 7.27% |
| Indo MIM Ltd | 6.42% |
| Mahindra & Mahindra Ltd | 6.25% |
| InterGlobe Aviation Ltd | 5.96% |
| Bajaj Auto Ltd | 5.46% |
| Tata Motors Ltd | 4.61% |
| Eternal Ltd | 4.56% |
| ZF Commercial Vehicle Control Systems India Ltd | 4.23% |
| Adani Ports & Special Economic Zone Ltd | 4.19% |
| Ashok Leyland Ltd | 3.81% |
| Swiggy Ltd | 3.80% |
| Great Eastern Shipping Co Ltd | 3.69% |
| Hyundai Motor India Ltd | 3.62% |
Investment Strategy
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in transportation & logistics and related activities.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.