Kotak Transportation & Logistics Fund Growth

Equity
Thematic
Very High Risk
1M
6M
All
NAV: 04 Sep 2025
₹11.30
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹422.22Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (29)

NameSectorInstrumentAssets
AutomobileEquity8.87%
AutomobileEquity7.51%
AutomobileEquity7.27%
ServicesEquity7.22%
ServicesEquity6.30%
AutomobileEquity5.97%
ServicesEquity5.85%
AutomobileEquity5.62%
AutomobileEquity3.69%
AutomobileEquity3.67%
AutomobileEquity3.67%
Capital GoodsEquity2.93%
AutomobileEquity2.92%
AutomobileEquity2.58%
ServicesEquity2.58%
ServicesEquity2.56%
EnergyEquity2.32%
AutomobileEquity2.28%
Capital GoodsEquity2.10%
AutomobileEquity1.82%
ServicesEquity1.81%
EnergyEquity1.60%
ServicesEquity1.54%
ServicesEquity1.43%
AutomobileEquity1.28%
Capital GoodsEquity1.14%
ServicesEquity1.13%
AutomobileEquity0.94%
ServicesRights0.08%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Thematic
Absolute returns
1M3M6MAll
Fund returns4.0%10.2%24.6%10.5%
Category averageNANANANA
Rank with in categoryNA615NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.41%

Inclusive of GST

Exit load

Exit load of 0.5%, if redeemed within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Abhishek Bisen
Nov 2024 - Present
View details

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.
Also manages these schemes

Nalin Rasik Bhatt
Nov 2024 - Present
View details

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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