Kotak Transportation & Logistics Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Transportation & Logistics Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹540 Cr

Lock In Period

N/A

Expense Ratio

2.55

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.

Benchmark

NIFTY Transportation & Logistics Total Return

Kotak Transportation & Logistics Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.67-2.125.80
6M16.012.5134.42
1Y1.852.7642.93
3Y0.0012.75196.29

Portfolio Analysis

  • Equity: 99.10%
  • Debt: 0.90%
  • Others
As on: 2026-08-31
View allocation % by

1. Maruti Suzuki India Limited8.61%
2. Mahindra & Mahindra Ltd.6.25%
3. HYUNDAI MOTORS INDIA LTD2.57%

1. Hero MotoCorp Ltd.7.27%
2. Bajaj Auto Ltd.5.46%

1. INDO-MIM LTD6.42%
2. Sansera Engineering Ltd3.35%

1. Ashok Leyland Ltd.3.81%
2. TML COMMERCIAL VEHICLES LIMITED2.98%

1. Bosch Limited2.50%
2. Sundaram Fasteners Ltd.2.01%
3. SPR AUTO TECHNOLOGIES LTD.1.54%

1. Inter Globe Aviation Ltd5.96%

1. ETERNAL LIMITED2.73%
2. SHIPROCKET LIMITED2.65%

1. ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD4.23%

1. Adani Ports and Special Economic Zone Limited4.19%

1. Mahindra Logistics Ltd1.79%
2. DELHIVERY LTD1.29%
3. Container Corporation of India Ltd.0.85%

1. The Great Eastern Shipping Company Ltd.3.69%

1. QUADRANT FUTURE TEK LIMITED1.69%
2. Motherson Sumi Wiring India Limited0.92%

1. TENNECO CLEAN AIR INDIA LIMITED2.47%

1. Igarashi Motors Ltd2.44%

1. V.S.T Tillers Tractors Ltd2.18%

1. Blue Dart Express Ltd1.64%

1. AMARA RAJA ENERGY MOB LTD.1.49%

1. KROSS LIMITED1.35%

1. Schaeffler India Ltd1.34%

1. SUBROS LIMITED1.32%

1. Carborundum Universal Ltd.1.29%
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About Fund Kotak Transportation & Logistics Fund Growth

Kotak Transportation & Logistics Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹540 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 2.55. 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.

Fund Managers

Nalin Rasik Bhatt

Mr. Nalin Rasik Bhatt holds B.Com, Chartered Accountant from The Institute of Chartered Accountants of India (ICAI) Prior to joining KMAMC, he has also worked at Motilal Oswal Securities Limited, Angel Broking Limited and Sushil Stock Brokers.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Energy Opportunities Fund Growth08,276 CR2.15
Kotak Energy Opportunities Fund Growth0274 CR2.59
Kotak Transportation & Logistics Fund Growth0539 CR2.55
ICICI Prudential Transportation and Logistics Fund Growth24,119 CR2.08
HDFC Transportation and Logistics Fund Growth02,115 CR2.13
Fund Name1Y3Y
This FundICICI Prudential Energy Opportunities Fund Growth9.13560
This FundKotak Energy Opportunities Fund Growth-0.07860
This FundKotak Transportation & Logistics Fund Growth1.84750
This FundICICI Prudential Transportation and Logistics Fund Growth2.386868.5646
This FundHDFC Transportation and Logistics Fund Growth3.613580.7584

Kotak Transportation & Logistics Fund Growth 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 2.55. 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 : -1.67%
  • 6 Months : 16.01%
  • 1 Year : 1.85%
  • 3 Years : 0.00%
Returns of Kotak Transportation & Logistics Fund Growth are updated daily based on NAV of ₹ 11.687 as on Oct 01,2026. Since inception, the return has been 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 ₹540 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.
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