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Kotak Mahindra Mutual Fund · Equity: Thematic-Transportation
Kotak Transportation & Logistics Fund-Regular-Growth
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.
EquityBenchmark · Nifty Transportation & Logistics TRITER · 2.57%Inception · 16-12-2024
NAV
₹11.55
+0.47% · as of 13-10-2026
Since inception
8.17%
CAGR
Benchmark (inception)
17.36%
CAGR
Fund size
₹543 Cr
AUM
Expense ratio
2.57%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +8.17% CAGR vs benchmark +17.36%.
Portfolio
Where the money is invested
Top holdings
MARUTI SUZUKI INDIA LIMITED EQ9.49%
HERO MOTOCORP LIMITED EQ FV RS 27.92%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-6.47%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.56.18%
ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ5.41%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-5.04%
ZOMATO LIMITED EQ4.56%
THE GREAT EASTERN SHIPPING COMPANY LIMITED EQ NEW FV RS.10/-4.45%
ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-3.62%
SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/-3.38%
Sector allocation
Automobile and Auto Components54.96%
Services22.21%
Capital Goods8.09%
Consumer Services7.73%
Oil, Gas & Consumable Fuels1.30%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 8.2% p.a.₹10,000
10 years
Projected value
₹18,59,487
Invested: ₹12,00,000
Gained: ₹6,59,487
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Nalin Rasik Bhatt & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153116
ISIN (Growth)
INF174KA1TV8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Transportation funds
SBI Automotive Opportunities Fund Reg Gr
₹12.56
1Y
+18.3%
3Y
+0.0%
5Y
+0.0%
ABSL Transportation And Logistics Reg Gr
₹16.24
1Y
+7.8%
3Y
+0.0%
5Y
+0.0%
HDFC Transportation And Logistics Fund Gr
₹18.54
1Y
+2.8%
3Y
+20.6%
5Y
+0.0%
ICICI Pru Transportation And Logistics Fund Gr
₹20.73
1Y
+1.3%
3Y
+17.8%
5Y
+0.0%
Bandhan Transportation And Logistics Fund Reg Gr
₹18.99
1Y
-1.6%
3Y
+14.6%
5Y
+0.0%
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