| 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: NA
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund house & investment objective
| Rank (total assets) | #5 in India |
|---|---|
| Total AUM | ₹4,39,120.27Cr |
| 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. The fund currently has an Asset Under Management(AUM) of ₹4,39,120 Cr and the Latest NAV as of 24 Dec 2024 is ₹10.03. 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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