Kotak Transportation and Logistics Fund · Direct · Growth
NAV
₹11.1910
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +8.79%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.49%
SIP returns (XIRR)
- 1Y
- +1.28%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.60%
Returns calculated from 25 November 2024 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Kotak Transportation & Logistics Fund-Regular-Growth
- 1Maruti Suzuki India Limited9.14%
- 2Hero Motocorp Ltd.8.73%
- 3Mahindra & Mahindra Ltd.6.38%
- 4Zf Commercial Vehicle Control Systems India Ltd5.30%
- 5Inter Globe Aviation Ltd5.29%
- 6Bajaj Auto Ltd.4.86%
- 7The Great Eastern Shipping Company Ltd.4.83%
- 8Adani Ports And Special Economic Zone Limited4.71%
- 9Eternal Limited4.35%
- 10Swiggy Ltd3.91%
Investment Objective
Kotak Transportation and Logistics Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Kotak Transportation and Logistics Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 1 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations