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Kotak Transportation & Logistics Fund - Reg Growth
2.84
-0.28
0.67
2.78
2.16
7.15
7
1.03
2.84
Kotak Transportation & Logistics Fund - Reg (G)
1.04
4.47
1.04
3.5
1 Year

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  • NAV

    11.17

    23 Jul 2026

  • -0.21%

     1 Day

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 2.47%

    Expense Ratio

  • NA

     Rating

  • 510 Cr

    Fund Size

  • 1 Years

    Fund Age

SIP Calculator

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  • Wealth Gained
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  • Expected Amount
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Scheme Performance

Returns and Ranks ( as on 23 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 2.84%
  • 7.15

Scheme Allocation

By Holding By Sector By Asset
9.49%
7.92%
6.66%
6.47%
6.18%
63.28%
View All

Advance Ratio

  • 10.14Alpha
  • 5.71SD
  • 1.08Beta
  • 0.20Sharpe

Exit Load & Tax Implication

  • Exit Load
  • For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment: NIL
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

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. However, there is no assurance that the objective of the scheme will be achieved.

Fund Managers

Nalin Rasik Bhatt

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

AMC Contact Details

  • Address :
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com

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