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Mutual Funds

Kotak Transportation & Logistics Fund

Ko

Kotak Transportation & Logistics Fund

Sectoral-Auto & TransportationRank #12
Not Rated

NAV (2026-07-14)

11.12

AUM

₹510.32 Cr

RISK LEVEL

Very High

Returns & Performance

1 Year4.75%6.19% vs cat avgRank #17
3 Year----
5 Year----
Since Launch7.00%--

Fund vs Category Average

1Y
4.75%-6.19%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
1Y category rank outside top 15 (#17)
Overall rank #12 in category
ISININF174KA1TV8
NAV₹11.12
NAV Date2026-07-14
AUM₹510.32 Cr
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05

INVESTMENT OBJECTIVE

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

Top Holdings

Holdings data not available for this scheme