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Kotak Transportation & Logistics Fund Direct - Growth

EquitySectoral / Thematic
9.10%profit1 Y Returns

as on 08 Jul 2026

Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs
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Kotak Transportation & Logistics Fund Direct - Growth is a Equity mutual fund scheme launched on 16 Dec 2024. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100.

NAV ₹ 11.3630 (-2.25%)

NAV

NIFTY50

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Returns Calculator

basis annualised returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.30 L

9.10%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 30,413 (9.10%)

Maturity Value

₹ 6,30,413

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns vs Category

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*The above returns are absolute

Returns Vs Nifty 50

Historical Returns

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Start SIP with as Low as ₹100.

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Historical NAV

10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
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Asset Allocation

AUM

₹ 491.21 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

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Stock Holdings

No data

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Fund Comparison

Fund Details

52W High NAV

₹ 12.0840

Min. SIP Amount

₹ 100.00

Min. Lumpsum Amount

₹ 100.00

AUM (in Cr.)

₹ 491.21

Expense Ratio

0.87%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 10.0230

Inception Date

16 Dec 2024

Fund Age

1 Yrs

Benchmark

Nifty Transportation & Logistics TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • Exit load of 0.5%, if redeemed within 90 days.

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

NameQualification
Abhishek Bisen
B.A., and MBA (Finance)
Nalin Rasik Bhatt
B.Com, Chartered Accountant from The Institute of Chartered Accountants of India (ICAI)

Fund Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in transportation & logistics and related activities.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

Kotak Mahindra Mutual Fund

No. of Schemes

90

Total AUM

₹ 5,55,295.35 Cr

Contact Details

globewww.kotakmf.com/
phone022 61152100
twitter@KotakMF
address

27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.

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FAQs

Kotak Transportation & Logistics Fund was launched on 16 Dec 2024.
The current NAV of Kotak Transportation & Logistics Fund is ₹11.3630 as of 08 Jul 2026.
The latest value of AUM of Kotak Transportation & Logistics Fund is ₹491.21 crores as of 08 Jul 2026.
The return on investment of Kotak Transportation & Logistics Fund is:
  • In the past 1Y: 9.10%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of Kotak Transportation & Logistics Fund is 0.87%.
The exit load of Kotak Transportation & Logistics Fund is as follows:
Exit load of 0.5%, if redeemed within 90 days.
The portfolio of Kotak Transportation & Logistics Fund includes:
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Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Kotak Transportation & Logistics Fund is Very High.
The fund manager of Kotak Transportation & Logistics Fund is Abhishek Bisen, Nalin Rasik Bhatt.
If you wish to invest in Kotak Transportation & Logistics Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Kotak Transportation & Logistics Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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