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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 · 2.44%Inception · 16-12-2024
NAV
₹11.20
+0.64% · as of 15-07-2026
Since inception
7.36%
CAGR
Benchmark (inception)
-0.11%
CAGR
Fund size
₹510 Cr
AUM
Expense ratio
2.44%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +7.36% CAGR vs benchmark +-0.11%.
Portfolio
Where the money is invested
Top holdings
MARUTI SUZUKI INDIA LIMITED EQ9.17%
HERO MOTOCORP LIMITED EQ FV RS 28.53%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.56.37%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-5.52%
ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ5.38%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-5.22%
BAJAJ AUTO LIMITED EQ5.17%
ZOMATO LIMITED EQ4.49%
THE GREAT EASTERN SHIPPING COMPANY LIMITED EQ NEW FV RS.10/-4.42%
Swiggy Pvt Ltd3.80%
Sector allocation
Automobile and Auto Components57.35%
Services21.34%
Consumer Services8.29%
Capital Goods8.11%
Oil, Gas & Consumable Fuels1.34%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 7.4% p.a.₹10,000
10 years
Projected value
₹17,76,396
Invested: ₹12,00,000
Gained: ₹5,76,396
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
₹12.18
1Y
+23.8%
3Y
+0.0%
5Y
+0.0%
ABSL Transportation And Logistics Reg Gr
₹15.87
1Y
+14.8%
3Y
+0.0%
5Y
+0.0%
ICICI Pru Transportation And Logistics Fund Gr
₹20.97
1Y
+12.4%
3Y
+21.1%
5Y
+0.0%
HDFC Transportation And Logistics Fund Gr
₹18.48
1Y
+11.9%
3Y
+0.0%
5Y
+0.0%
Bandhan Transportation And Logistics Fund Reg Gr
₹19.68
1Y
+11.6%
3Y
+18.3%
5Y
+0.0%
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