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Kotak Transportation & Logistics Fund Growth Return

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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)

₹510 Cr

Lock In Period

N/A

Expense Ratio

2.47

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(%)
1M2.87-0.4416.11
6M3.082.0440.05
1Y7.663.94105.34
3Y0.0012.04199.53

Portfolio Analysis

  • Equity: 94.29%
  • Debt: 5.71%
  • Others
As on: 2026-06-30
View allocation % by

1. Maruti Suzuki India Limited9.49%
2. Mahindra & Mahindra Ltd.6.18%
3. HYUNDAI MOTORS INDIA LTD2.35%

1. Hero MotoCorp Ltd.7.92%

1. ETERNAL LIMITED4.56%
2. SWIGGY LTD3.17%

1. Inter Globe Aviation Ltd6.47%

1. Ashok Leyland Ltd.3.62%
2. TML COMMERCIAL VEHICLES LIMITED2.83%

1. ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD5.41%

1. Adani Ports and Special Economic Zone Limited5.04%

1. Mahindra Logistics Ltd1.81%
2. DELHIVERY LTD1.67%
3. Container Corporation of India Ltd.1.05%

1. The Great Eastern Shipping Company Ltd.4.45%

1. Bosch Limited2.11%
2. Sundaram Fasteners Ltd.1.65%

1. Sansera Engineering Ltd3.38%

1. TENNECO CLEAN AIR INDIA LIMITED2.92%

1. Igarashi Motors Ltd2.83%

1. V.S.T Tillers Tractors Ltd2.39%

1. Carborundum Universal Ltd.2.08%

1. Blue Dart Express Ltd1.72%

1. SUBROS LIMITED1.63%

1. AMARA RAJA ENERGY MOB LTD.1.48%

1. Schaeffler India Ltd1.48%

1. Castrol (India) Ltd.1.30%

1. KROSS LIMITED1.23%

1. Motherson Sumi Wiring India Limited1.06%

1. Apollo Tyres Ltd.1.01%

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 ₹510 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 2.47. 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
SBI Quant Fund Growth03,001 CR2.66
Quant Commodities Fund Growth0364 CR3.44
Kotak Transportation & Logistics Fund Growth0510 CR2.47
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundSBI Quant Fund Growth2.68430
This FundQuant Commodities Fund Growth10.70020
This FundKotak Transportation & Logistics Fund Growth7.6620
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

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 2.47. 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 : 2.87%
  • 6 Months : 3.08%
  • 1 Year : 7.66%
  • 3 Years : 0.00%
Returns of Kotak Transportation & Logistics Fund Growth are updated daily based on NAV of ₹ 11.466 as on Jul 30,2026. 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 ₹510 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.