Kotak Transportation & Logistics Fund-Regular-Growth
Fund House: Kotak Mahindra Mutual Fund| Category: Equity: Thematic-Transportation |
| Launch Date: 16-12-2024 |
| Asset Class: |
| Benchmark: Nifty Transportation & Logistics TRI |
| TER: 2.41% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 448.21 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 29.46% | Exit Load: For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil |
10.887
-0.04 (-0.395%)
6.26%
Benchmark: -0.27%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Transportation & Logistics Fund-Regular-Growth | 16-12-2024 | 14.7 | - | - | - | - |
| SBI Automotive Opportunities Fund - Regular Plan - Growth | 07-06-2024 | 26.25 | - | - | - | - |
| HDFC Transportation and Logistics Fund - Growth Option | 17-08-2023 | 18.82 | 9.82 | - | - | - |
| BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 25-10-2022 | 16.39 | 6.82 | 21.45 | - | - |
| ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Growth | 05-10-2022 | 14.2 | 10.06 | 24.17 | - | - |
| Aditya Birla Sun Life Transportation and Logistics Fund-Regular Growth | 05-11-2023 | 13.24 | 4.97 | - | - | - |
| UTI-Transportation and Logistics Fund-Growth Option | 01-08-2005 | 11.87 | 5.61 | 21.09 | 19.47 | 12.5 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
36.39%
Others
0.37%
Large Cap
41.03%
Mid Cap
22.21%
Scheme Documents
