Kotak Transportation & Logistics Fund Growth

Equity
Thematic
Very High Risk
1M
6M
All
NAV: 24 Sep 2025
₹11.65
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹489.23Cr

Return calculator

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

Holdings (30)

NameSectorInstrumentAssets
AutomobileEquity10.34%
AutomobileEquity8.42%
AutomobileEquity6.47%
ServicesEquity6.35%
AutomobileEquity5.56%
ServicesEquity5.19%
AutomobileEquity5.18%
ServicesEquity4.83%
AutomobileEquity4.68%
AutomobileEquity3.62%
AutomobileEquity3.32%
AutomobileEquity2.92%
Capital GoodsEquity2.29%
ServicesEquity2.26%
AutomobileEquity2.21%
ServicesEquity2.06%
EnergyEquity2.05%
Capital GoodsEquity1.88%
AutomobileEquity1.87%
Capital GoodsEquity1.82%
EnergyEquity1.81%
ServicesEquity1.72%
Metals & MiningEquity1.68%
AutomobileEquity1.61%
ServicesEquity1.60%
ServicesEquity1.21%
AutomobileEquity1.13%
ServicesEquity1.12%
AutomobileEquity0.90%
AutomobileEquity0.38%
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 returns4.3%16.0%28.8%17.6%
Category averageNANANANA
Rank with in categoryNA1012NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.40%

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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