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Kotak Transportation & Logistics Fund - NAV, Returns, Performance & Investment Guide

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Complete guide to Kotak Transportation & Logistics Fund. Latest NAV, AUM, expense ratio, returns since inception, fund manager details, investment objective & FAQs.

Investment Objective and Approach

The investment objective of the scheme is 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. An open-ended equity scheme following Transportation & Logistics theme. Kotak Transportation & Logistics Fund is an open-ended equity scheme following Transportation & Logistics theme.

The fund follows a thematic investment approach, focusing specifically on companies within the transportation and logistics sector. This includes businesses involved in:

- Road, rail, air, and sea transportation services

- Logistics and supply chain management companies

- Port operations and cargo handling services

- Related ancillary services in the transportation ecosystem

The scheme aims to capitalize on India's growing transportation and logistics infrastructure, particularly with the government's focus on improving connectivity and supply chain efficiency across the country.

Fund Managers

The fund is managed by a team of experienced professionals:

Nalin Rasik Bhatt - Nalin Rasik Bhatt has over 20 years of experience in equity research and fund management. He has been associated with Kotak Mahindra AMC since February 2016 and brings in-depth expertise to manage this sectoral fund. Mr. Nalin Bhatt has overall 20 years of experience spread over Equity Research and Fund Management. Prior to joining KMAMC, he has also worked at Motilal Oswal Securities Limited, Angel Broking Limited and Sushil Stock Brokers.

Abhishek Bisen - Abhishek Bisen has been associated with the company since October 2006 and Mr. Abhishek Bisen manages 66 funds of Kotak Mahindra Mutual Fund. Mr. Bisen is a BA and MBA in Finance. Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

About the Fund House (AMC)

Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.

Key highlights of Kotak Mahindra Asset Management:

- AUM ₹473,746.88 Cr.

- No. of Schemes 202

- Strong parent backing from Kotak Mahindra Bank

- Experienced investment management team

- Comprehensive product suite across equity, debt, and hybrid categories

Should I Invest in Kotak Transportation & Logistics Fund?

Investment Considerations:

Fund Details as of recent dates:

- Kotak Transportation & Logistics Fund-Regular-Growth has an Asset Under Management (AUM) of 391.48 as on 2025-06-13.

- Expense ratio0.84% for direct plan

- This fund has an expense ratio of 1.37%. The fund has an expense ratio of 2.41 for regular plan

- Returns since inception · 1.71%p.a.

- After being launched on 2024-12-16.

Who Should Consider This Fund:

- Investors seeking exposure to India's transportation and logistics sector

- Those with high risk tolerance as it's a sectoral/thematic fund

- Investors with long-term investment horizon (5+ years)

- Those who believe in India's infrastructure growth story

Risk Factors:

- Very High Risk category fund

- Sectoral concentration increases volatility

- Performance highly dependent on transportation and logistics sector performance

- Relatively new fund with limited track record

Investment Minimums:

- It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment.

FAQs

What is today's NAV of Kotak Transportation & Logistics Fund?

The NAV changes daily based on market movements. You can check the latest NAV on the fund house website or financial platforms like Allvest for real-time updates.

What is the AUM of Kotak Transportation & Logistics Fund?

The fund has an AUM of ₹391.48 crores as of June 13, 2025. Being a recently launched fund, the AUM is expected to grow over time.

What is the expense ratio of Kotak Transportation & Logistics Fund?

The direct plan has an expense ratio of 0.84% while the regular plan has an expense ratio of 2.41%. Direct plans offer lower costs.

What are the returns of Kotak Transportation & Logistics Fund since inception?

The fund has delivered returns of 1.71% per annum since inception. As a new fund launched in late 2024, the track record is limited.

What is the minimum SIP amount to invest in Kotak Transportation & Logistics Fund?

The minimum SIP amount is Rs 100 and the minimum lumpsum investment is also Rs 100, making it accessible to retail investors.

How do I invest in Kotak Transportation & Logistics Fund?

You can invest through Allvest platform, the fund house website, or authorized distributors. Choose between direct and regular plans based on your preference for advisory services.

How to start a SIP in Kotak Transportation & Logistics Fund?

Register on Allvest platform, complete KYC verification, select the fund, choose SIP amount and frequency, and set up auto-debit instructions for seamless monthly investments.

How do I automate an SIP in Kotak Transportation & Logistics Fund?

Set up auto-debit mandate through Allvest during SIP registration. This ensures automatic monthly deductions from your bank account without manual intervention.

How can I withdraw/redeem my investment in Kotak Transportation & Logistics Fund?

Submit redemption request through Allvest platform or fund house. Exit Load0.5% within 90 days applies for early withdrawals. Proceeds are typically credited within 1-3 business days.