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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹448 Cr

Lock In Period

N/A

Expense Ratio

2.41

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 ₹11.029 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Transportation & Logistics Fund Growth AUM is ₹448 Cr, with a lock-in of N/A years, expense ratio of 2.41%, 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 6.83% returns, against a category average of 1.33% and a category best of 23.39%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.831.3323.39
6M-5.151.7895.07
1Y16.665.76265.59
3Y0.0014.02335.86

Portfolio Analysis

  • Equity: 99.63%
  • Debt: 0.37%
  • Others
As on: 2026-03-31
View allocation % by

1. Maruti Suzuki India Limited9.91%
2. Mahindra & Mahindra Ltd.6.78%
3. HYUNDAI MOTORS INDIA LTD2.50%

1. Hero MotoCorp Ltd.9.66%
2. Bajaj Auto Ltd.4.76%

1. ETERNAL LIMITED4.50%
2. SWIGGY LTD4.19%

1. Ashok Leyland Ltd.4.02%
2. TML COMMERCIAL VEHICLES LIMITED3.01%

1. ZF Commercial Vehicle Control Systems India Ltd5.53%

1. Inter Globe Aviation Ltd5.41%

1. The Great Eastern Shipping Company Ltd.5.11%

1. Mahindra Logistics Ltd1.84%
2. DELHIVERY LTD1.67%
3. Container Corporation of India Ltd.1.07%

1. Adani Ports and Special Economic Zone Limited4.16%

1. Bosch Limited1.73%
2. Sundaram Fasteners Ltd.1.50%

1. TENNECO CLEAN AIR INDIA LIMITED2.89%

1. V.S.T Tillers Tractors Ltd2.89%

1. Sansera Engineering Ltd2.50%

1. Blue Dart Express Ltd1.91%

1. Carborundum Universal Ltd.1.56%

1. Schaeffler India Ltd1.54%

1. Igarashi Motors Ltd1.43%

1. SUBROS LIMITED1.40%

1. Castrol (India) Ltd.1.39%

1. AMARA RAJA ENERGY MOB LTD.1.35%

1. KROSS LIMITED1.21%

1. Motherson Sumi Wiring India Limited1.11%

1. Apollo Tyres Ltd.1.10%

About Fund

Kotak Transportation & Logistics Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹448 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 2.41. 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
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth048.84 CR2.38
This FundQuant PSU Fund Growth0418.03 CR2.47
This FundKotak Transportation & Logistics Fund Growth0448.21 CR2.41
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth-0.45180
This FundQuant PSU Fund Growth5.90120
This FundKotak Transportation & Logistics Fund Growth16.66140
This FundICICI Prudential PSU Equity Fund Growth10.7949112.0188
This FundNippon India Taiwan Equity Fund Growth260.5585318.1066

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 2.41. 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 : 6.83%
  • 6 Months : -5.15%
  • 1 Year : 16.66%
  • 3 Years : 0.00%
Returns of Kotak Transportation & Logistics Fund Growth are updated daily based on NAV of ₹ 11.029 as on Apr 22,2026. 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 ₹448 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