Kotak Transportation & Logistics Fund Regular-IDCW
Kotak Transportation & Logistics Fund Regular-IDCW: Mutual Fund Overview
Kotak Transportation & Logistics Fund Regular-IDCW 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 07:51 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 (99.84%) Market Cap Mid Cap 1.35 Large Cap 98.49 Top Sectors Financial 36.16 Energy 11.88 Technology 8.83 Automobile 6.95 Consumer Staples 5.89 Services 4.71 Communication 4.56 Construction 4.37 Healthcare 4.35 Materials 4.02 Metals & Mining 3.72 Consumer Discretionary 1.55 Insurance 1.46 Capital Goods 1.39 Top Holding Mahindra & Mahindra 2.64 Ultratech Cement 1.31 Grasim Industries 0.93 Maruti Suzuki India 1.7 HCL Technologies 1.28 Bharat Electronics 1.39 Eicher Motors 0.96 Interglobe Aviation 0.95 Coal India 0.85 Bharti Airtel 4.56 Max Healthcare Institute 0.71 Tata Consumer Products 0.65 Tata Steel 1.53 Cipla 0.66 Tata Motors Passenger Vehicles 0.7 Shriram Finance 1.31 ONGC 0.95 ICICI Bank 8.57 Eternal 1.54 SBI Life Insurance Company 0.8 Apollo Hospitals Enterprise 0.7 Tech Mahindra 0.75 Hindustan Unilever 1.81 Adani Enterprises 0.49 Hindalco Industries 1.16 Dr. Reddy's Laboratories 0.68 Bajaj Auto 0.96 Wipro 0.5 Reliance Industries 8.19 HDFC Life Insurance 0.67 Kotak Mahindra Bank 2.66 Bajaj Finserv 0.99 State Bank of India 4.34 Asian Paints 0.93 ITC 2.63 Axis Bank 3.45 NTPC 1.57 JIO Financial 0.73 Tata Consultancy 2.34 Titan Company 1.55 HDFC Bank 11.81 Power Grid Corporation Of India 1.18 Larsen & Toubro 4.37 Bajaj Finance 2.3 Sun Pharmaceutical Industries 1.6 JSW Steel 1.03 Trent 0.75 Infosys 3.96 Nestle India 0.81 Adani Ports and Special Economic Zone 0.98
Debt & Others (0.16%) Sector Allocation Net Payables -0.06 Repo 0.22 Debt Credit Ratings Debt Category Others 0.16
Comparison with same funds
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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