Kotak Transportation & Logistics Fund Regular-Growth
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Equity, Sectoral-Auto & Transportation, Principal at very high risk
1 Year Return 0.0% at 22 Dec 2025 06:34 PM
Fund Details
NAV 11.566
Sub-Type Sectoral-Auto & Transportation
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.02
Fund Size(in Crores) 550.08
Fund Performance
1 Month 0.49%
3 Month -1.65%
6 Month 14.08%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Bonds 7.85 Bonds/NCDs 6.65 Alternative Investment Fund 0.29 Debt Credit Ratings AAA 38.15 SOV 27.44 AA 25.57 AA- 6.58 Cash & Call Money 1.97 Debt Category Vedanta - Pref. Shares 7.50 3.44 Aditya Birla Digital Fashion Ventures 3.27 Motilal Oswal Finevest 2.62 Housing & Urban Dev Corp 3.27
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M 0.11% Ret 1Y 10.87% Ret 3Y 9.33% Ret 5Y 11.82%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.18% Ret 1Y 8.2% Ret 3Y 7.98% Ret 5Y 6.62%
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
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.
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
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) 11
Date of Incorporation 2024-12-16
Total AUM 2025-11-30
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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