NB
Nalin BhattLead
Since Dec 2024
AUM managed
₹3,032.83Cr
Tenure
Since Dec 2024
Funds
2
Kotak Transportation & Logistics Reg Growth
Sectoral/ ThematicKotak Mahindra Mutual Fund
NAV
₹11.62
-2.22% today
AUM
₹539.86 Cr
Fund size
Expense
2.44%
Regular plan
Min SIP
₹0
per month
Min Lumpsum
₹100
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty Transportation & Logistics TR INR (100%)
Number of holdings33
Inception16 Dec 2024
Exit load0.5
Risk metrics
Alpha0
Beta0
Sharpe ratio0.23
Standard deviation20.62%
Sortino ratio0.31
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Kotak Transportation & Logistics Reg Growth
Kotak Transportation & Logistics Reg Growth is an open-ended Sectoral/ Thematic mutual fund scheme offered by Kotak Mahindra Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹11.62 per unit and the scheme manages ₹539.86 Cr in assets under management. The fund charges an expense ratio of 2.44% and is benchmarked against Nifty Transportation & Logistics TR INR (100%). Over the trailing 1 year, Kotak Transportation & Logistics Reg Growth has delivered -0.26% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Kotak Transportation & Logistics Reg Growth returns
| Period | Fund |
|---|---|
| 1 month | -3.77% |
| 3 months | +6.76% |
| 6 months | +13.20% |
| 1 year | -0.26% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +12.15% |
| 6 months | +4.73% |
| 1 year | +8.49% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Kotak Transportation & Logistics Reg Growth — frequently asked questions
What is the NAV of Kotak Transportation & Logistics Reg Growth?
The latest net asset value (NAV) of Kotak Transportation & Logistics Reg Growth is ₹11.62 per unit, -2.22% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Kotak Transportation & Logistics Reg Growth delivered?
Kotak Transportation & Logistics Reg Growth has returned -0.26% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Kotak Transportation & Logistics Reg Growth?
Kotak Transportation & Logistics Reg Growth charges an expense ratio of 2.44% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Kotak Transportation & Logistics Reg Growth?
SEBI's riskometer classifies Kotak Transportation & Logistics Reg Growth as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Kotak Transportation & Logistics Reg Growth?
You can start a SIP in Kotak Transportation & Logistics Reg Growth from ₹0 per month, and the minimum lumpsum investment is ₹100.
Who manages Kotak Transportation & Logistics Reg Growth?
Kotak Transportation & Logistics Reg Growth is managed by Kotak Mahindra Mutual Fund, holds ₹539.86 Cr in assets under management and invests across 33 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Kotak Mahindra Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF174KA1TV8
- Scheme code
- FS0000J7N3
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