Kotak Transportation & Logistics Fund Regular-Growth
Kotak Transportation & Logistics Fund Regular-Growth: Mutual Fund Overview
Kotak Transportation & Logistics Fund Regular-Growth is an Sectoral-Auto & Transportation mutual fund with over 1.23 years of performance history. The scheme manages an AUM of ₹552.14 Cr and has a NAV of ₹10.65. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 20.13%.
Equity, Sectoral-Auto & Transportation, Principal at very high risk
1 Year Return 20.13% at 12 Mar 2026 08:15 PM
Fund Details
NAV 10.65
Sub-Type Sectoral-Auto & Transportation
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.23
Fund Size(in Crores) 552.14
Fund Performance
1 Month -10.08%
3 Month -7.14%
6 Month -7.22%
1 Year 20.13%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.33%) Market Cap Large Cap 59.47 Small Cap 19.6 Mid Cap 18.26 Top Sectors Consumer Staples 32.1 Services 27.98 Automobile 12.49 Consumer Discretionary 10.4 Communication 5.33 Materials 4.35 Healthcare 3.81 Chemicals 0.87 Top Holding Safari Industries (India) 0.47 Interglobe Aviation 1.28 Godavari Biorefineries 0.38 Britannia Industries 3.13 Metro Brands 0.11 Sapphire Foods 0.64 Hyundai Motor 1.7 Sona BLW Precision Forgings 1.83 Titan Company 4.64 Marico 0.49 Kwality Wall's (India) 0.1 Studds Accessories 1.3 Max Healthcare Institute 1.21 Vishal Mega Mart 5.42 Chalet Hotels 2.43 Brainbees Solutions 0.92 TVS Motor Company 2.79 Nestle India 2.15 Leela Palaces Hotels 2.33 Godrej Consumer 5.06 Jupiter Life Line Hospitals 1.37 Laxmi Dental 0.21 Bharti Airtel 5.33 Emami 0.4 Baazar Style Retail 1.12 Maruti Suzuki India 0.67 Devyani International 0.89 United Spirits 5.73 Asian Paints 2.88 Varun Beverages 3.78 Trent 2.58 Hindustan Unilever 8.79 Sula Vineyards 0.49 Vedant Fashions 0 Hero Motocorp 1.14 Wakefit Innovations 1.59 Pidilite Industries 0.49 Vijaya Diagnostic Centre 1.02 Colgate-Palmolive (India) 0.16 Eternal 9.03 LG Electronics India 1 Mahindra & Mahindra 3.03 Shoppers Stop 0.5 Dabur India 1.82 PB Fintech 1.39 TVS Motor Company - Pref. Shares 0.03 Info Edge (India) 0.37 Lenskart Solutions 1.67 Akzo Nobel India 1.47
Debt & Others (2.67%) Sector Allocation Repo 3.84 Net Payables -1.17 Debt Credit Ratings Debt Category Others 2.67
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -6.81% Ret 1Y 10.6% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -6.81% Ret 1Y 10.6% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.4%
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) 9
Date of Incorporation 2024-12-16
Total AUM 595413.8
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.
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