| Launch date | 25 Nov 2024 |
| Allotment date | 16 Dec 2024 |
| End date | 09 Dec 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.83%
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%.
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Abhishek BisenNov 2024 - PresentView details
Nalin Rasik BhattNov 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | #5 in India |
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| Total AUM | ₹5,78,901.39Cr |
| Date of Incorporation | 05 Aug 1994 |
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Kotak Transportation & Logistics Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen is the Current Fund Manager of Kotak Transportation & Logistics Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,78,901 Cr and the Latest NAV as of 19 Dec 2025 is ₹11.75. The Kotak Transportation & Logistics Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.5%, if redeemed within 90 days. ;
Investment Objective
The scheme seeks 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. ;
| Fund benchmark | Nifty Transportation & Logistics Total Return Index |
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