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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.
Benchmark · Nifty Transportation & Logistics TRITER · 2.45%Inception · 16-12-2024
NAV
₹10.69
-2.38% · as of 29-05-2026
Since inception
4.59%
CAGR
Benchmark (inception)
-0.26%
CAGR
Fund size
₹499 Cr
AUM
Expense ratio
2.45%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +4.59% CAGR vs benchmark +-0.26%.
Portfolio
Where the money is invested
Top holdings
MARUTI SUZUKI INDIA LIMITED EQ9.91%
HERO MOTOCORP LIMITED EQ FV RS 29.66%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.56.78%
ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ5.53%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-5.41%
THE GREAT EASTERN SHIPPING COMPANY LIMITED EQ NEW FV RS.10/-5.11%
BAJAJ AUTO LIMITED EQ4.76%
ZOMATO LIMITED EQ4.50%
Swiggy Pvt Ltd4.19%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-4.16%
Sector allocation
Automobile and Auto Components56.90%
Services21.17%
Capital Goods11.48%
Consumer Services8.69%
Oil, Gas & Consumable Fuels1.39%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 4.6% p.a.₹10,000
10 years
Projected value
₹15,25,042
Invested: ₹12,00,000
Gained: ₹3,25,042
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
₹11.58
1Y
+21.7%
3Y
+0.0%
5Y
+0.0%
HDFC Transportation and Logistics Fund Gr
₹17.04
1Y
+12.4%
3Y
+0.0%
5Y
+0.0%
Bandhan Transportation and LogisticsFund Reg GR
₹18.78
1Y
+11.9%
3Y
+20.0%
5Y
+0.0%
ABSL Transportation and Logistics Reg Gr
₹14.75
1Y
+10.2%
3Y
+0.0%
5Y
+0.0%
ICICI Pru Transportation and Logistics Fund Gr
₹19.82
1Y
+10.1%
3Y
+22.0%
5Y
+0.0%
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