The scheme seeks 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.
Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Nalin Rasik Bhatt
Mr. Bhatt has done B.Com and CA
Prior to joining Kotak Mutual Fund, he has worked with Motilal Oswal Securities Limited, Angel Broking Limited and Sushil Stock Brokers
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Kotak Transportation & Logistics Fund is ₹12.02 as of 2026-08-28.
Kotak Transportation & Logistics Fund is classified as a Sectoral-Auto & Transportation fund.
The Assets Under Management (AUM) of Kotak Transportation & Logistics Fund is ₹531.7 Cr.
The expense ratio of Kotak Transportation & Logistics Fund is 2.55%.
Kotak Transportation & Logistics Fund is managed by Nalin Rasik Bhatt.
The minimum SIP investment for Kotak Transportation & Logistics Fund is ₹100.
The exit load for Kotak Transportation & Logistics Fund is 0.5%.
As per the SEBI Riskometer, Kotak Transportation & Logistics Fund carries a Very High risk level.
Kotak Transportation & Logistics Fund has delivered 8.36% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-08-28.
Kotak Transportation & Logistics Fund was launched on 1994-08-05.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
