Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹552 Cr
Lock In Period
N/A
Expense Ratio
2.39
Benchmark
NIFTY Transportation & Logistics Total Return
Exit Load
For redemption / switch out within 90 days from the date of allotment: 1%If units are redeemed or switched out on or after 90 days from the date of allotment: NIL.
Summary
Latest details for Kotak Transportation & Logistics Fund Growth include a ₹10.171 NAV as of Mar 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Transportation & Logistics Fund Growth AUM is ₹552 Cr, with a lock-in of N/A years, expense ratio of 2.39%, and benchmark NIFTY Transportation & Logistics Total Return. Exit load is - For redemption / switch out within 90 days from the date of allotment: 1%If units are redeemed or switched out on or after 90 days from the date of allotment: NIL.. In the growth review for 1M Month/Year, the fund recorded -11.21% returns, against a category average of -2.20% and a category best of 14.70%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -11.21 | -2.20 | 14.70 |
| 6M | -8.72 | 0.66 | 47.64 |
| 1Y | 17.98 | 5.01 | 124.59 |
| 3Y | 0.00 | 11.89 | 234.84 |
Portfolio Analysis
- Equity: 98.98%
- Debt: 1.02%
- Others
As on: 2026-01-31
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About Fund
Kotak Transportation & Logistics Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹552 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 2.39. Under the expert guidance of Nalin Rasik Bhatt ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBajaj Finserv Healthcare Fund Growth | 0 | 314.74 CR | 2.39 |
| This FundSBI Quality Fund Growth | 0 | 2245.81 CR | 2.02 |
| This FundKotak Transportation & Logistics Fund Growth | 0 | 552.14 CR | 2.39 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 2021.84 CR | 2.08 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 519.5 CR | 2.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBajaj Finserv Healthcare Fund Growth | 7.4524 | 0 |
| This FundSBI Quality Fund Growth | 0 | 0 |
| This FundKotak Transportation & Logistics Fund Growth | 17.975 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 20.7485 | 107.3724 |
| This FundNippon India Taiwan Equity Fund Growth | 121.493 | 221.1804 |
FAQs
Kotak Transportation & Logistics Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Transportation & Logistics Fund Growth is 2.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Transportation & Logistics Fund Growth’s fund performance is as follows:
- 1 Month : -11.21%
- 6 Months : -8.72%
- 1 Year : 17.98%
- 3 Years : 0.00%
You can invest in Kotak Transportation & Logistics Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Transportation & Logistics Fund Growth is ₹552 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Transportation & Logistics Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500