Kotak Transportation & Logistics Fund Direct Growth
Get the latest NAV of Kotak Transportation & Logistics Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.10
▲0.2%1D
NAV as on 30 May 2025
1.26%/per year
Since Inception
▲▼
509 people have invested ₹ 4.5L in Kotak Transportation & Logistics Fund Direct Growth in the last three months
Kotak Transportation & Logistics Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (30-May-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Kotak Transportation & Logistics Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Kotak Transportation & Logistics Fund Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 95.2%
Debt & Cash 4.8%
Kotak Transportation & Logistics Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 95.2%
Debt & Cash 4.8%
Kotak Transportation & Logistics Fund Holdings Details
as on (30-Apr-25)
Equity
Kotak Transportation & Logistics Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.84% |
Benchmark | Nifty Transportation & Logistics TR INR |
| AUM | ₹365 Cr |
| Inception Date | 16 December, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Kotak Transportation & Logistics Fund
Kotak Transportation & Logistics Fund Direct Growth is an equity fund. This fund was started on 16 December, 2024. The fund is managed by Abhishek Bisen. The fund could potentially beat inflation in the long-run.
Key Parameters
- Kotak Transportation & Logistics Fund Direct Growth has ₹365 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 0.8.
Returns
Kotak Transportation & Logistics Fund Direct Growth has given a CAGR return of 1.26% since inception.
Holdings
Kotak Transportation & Logistics Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial. Its top holdings are Maruti Suzuki India Ltd, InterGlobe Aviation Ltd, Bajaj Auto Ltd, Mahindra & Mahindra Ltd, ZF Commercial Vehicle Control Systems India Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Kotak Transportation & Logistics Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Transportation & Logistics Fund Direct Growth has no lock in period.
Fund Manager
Abhishek Bisen
Fund Manager of Kotak Transportation & Logistics Fund Direct Growth, since 16 December 2024
More funds from Kotak
3Y CAGR
▲ 29.18
5Y CAGR
▲ 33.35
5Y CAGR
▲ 28.99
5Y CAGR
▲ 29.98
Frequently Asked Questions for Kotak Transportation & Logistics Fund Direct Growth
How do I invest in Kotak Transportation & Logistics Fund?
- Download the INDmoney app.
- Search for ‘Kotak Transportation & Logistics Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.