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Kotak Transportation & Logistics Fund Regular-Growth
Equity, Sectoral-Auto & Transportation, Principal at very high risk
1 Year Return 28.06%
Fund Details
NAV 11.678
Sub-Type Sectoral-Auto & Transportation
Rating Not Rated
Min. SIP Amount 100.0
Fund Age(Year) 1.18
Fund Size 542.48
Fund Performance
1 Month 3.1%
3 Month 1.83%
6 Month 5.5%
1 Year 28.06%
3 Year 0.0%
5 Year 0.0%
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.38%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Nalin Rasik Bhatt
Education Mr. Bhatt has done B.Com and CA
Experience Prior to joining Kotak Mutual Fund, he has worked with Motilal Oswal Securities Limited, Angel Broking Limited and Sushil Stock Brokers
Abhishek Bisen
Education Mr. Bisen is a BA and MBA in Finance.
Experience Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 8
Date of Incorporation 2024-12-16
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 19 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.98%) Market Cap Small Cap 32.42 Mid Cap 8.68 Large Cap 57.88 Top Sectors Automobile 61.02 Services 25.95 Capital Goods 5.89 Energy 3.59 Metals & Mining 1.31 Chemicals 1.22 Top Holding Blue Dart Express 1.82 Adani Ports and Special Economic Zone 4.71 Interglobe Aviation 5.72 Bosch 1.82 Carborundum Universal 1.31 Hero Motocorp 8.72 Schaeffler India 1.2 Kross 1.23 Mahindra & Mahindra 9.11 Subros 1.48 Tenneco Clean Air India 2.42 The Great Eastern Shipping Company 3.59 Delhivery 1.4 ZF Commercial 4.97 Mahindra Logistics 1.65 Tata Motors 2.89 Maruti Suzuki India 10.17 Swiggy 4.62 Amara Raja Energy & Mobility 1.39 Motherson Wiring 1.07 Hyundai Motor 2.55 Sansera Engineering 1.73 Bajaj Auto 4.78 Ashok Leyland 4.24 Igarashi Motors India 1.72 Sundram Fasteners 1.58 Container Corporation Of India 1.04 Castrol India 1.22 V.S.T. Tillers 2.75 Apollo Tyres 1.09 Eternal 4.99
Debt & Others (1.02%) Sector Allocation Net Payables -0.14 Repo 1.16 Debt Credit Ratings Debt Category Others 1.02
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