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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 412.7 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | 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

10.641

6.18%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty Transportation & Logistics TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnKotak Transportation & Logistics Fund-Regular-GrowthKotak Transportation & Logistics Fund-Regular-GrowthNifty Transportation & Logistics TRIEquity: Thematic-TransportationGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 - - - - -
HDFC Transportation and Logistics Fund - Growth Option 17-08-2023 4.14 - - - -
ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Growth 05-10-2022 1.42 25.31 - - -
UTI-Transportation and Logistics Fund-Growth Option 01-08-2005 -0.11 22.38 20.5 25.76 10.83
BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN 25-10-2022 -1.88 21.43 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

30.32%

Others

0.77%

Large Cap

51.21%

Mid Cap

17.7%

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