Kotak Transportation & Logistics Fund Growth Return
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- 5Y
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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)
₹491 Cr
Lock In Period
N/A
Expense Ratio
2.44
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
Summary
Kotak Transportation & Logistics Fund Growth NAV is ₹11.021 as of 23 Jun, 2026. Kotak Transportation & Logistics Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Transportation & Logistics Fund Growth is ₹100. The AUM of Kotak Transportation & Logistics Fund Growth is ₹491 Cr. The expense ratio of the fund is 2.44%, and its benchmark is NIFTY Transportation & Logistics Total Return. The current exit load of the fund 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 last 1M months, Kotak Transportation & Logistics Fund Growth has delivered 3.18% returns.
Kotak Transportation & Logistics Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 3.18 | 0.24 | 13.06 |
| 6M | -4.28 | 1.77 | 125.97 |
| 1Y | 7.76 | 4.54 | 202.92 |
| 3Y | 0.00 | 13.01 | 342.40 |
Portfolio Analysis
- Equity: 96.43%
- Debt: 3.57%
- Others
As on: 2026-05-31
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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 ₹491 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 2.44. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Quant Commodities Fund Growth | 0 | 367.88 CR | 2.47 |
| Kotak MNC Fund Growth | 0 | 2112.73 CR | 2.07 |
| Kotak Transportation & Logistics Fund Growth | 0 | 491.21 CR | 2.44 |
| HDFC Defence Fund Growth | 5 | 9724.27 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1256.27 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundQuant Commodities Fund Growth | 15.485 | 0 |
| This FundKotak MNC Fund Growth | 24.1049 | 0 |
| This FundKotak Transportation & Logistics Fund Growth | 7.7648 | 0 |
| This FundHDFC Defence Fund Growth | 14.9064 | 189.4226 |
| This FundNippon India Taiwan Equity Fund Growth | 198.7903 | 324.3981 |
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 2.44. 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 : 3.18%
- 6 Months : -4.28%
- 1 Year : 7.76%
- 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 ₹491 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.
