Kotak Transportation & Logistics IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Transportation & Logistics IDCW Reinvest Direct Plan

NAV
₹10.6170
+0.08%
(30 Jun)
AUM
391 Cr
TER
0.84%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+0.5%
+0.5%
-2.6%
-2.6%
NA
3Y
+39.8%
+39.8%
+40.6%
+40.6%
NA
5Y
+31.9%
+31.9%
+30.6%
+30.6%
NA
ALL
+12.3%
+12.3%
+17.1%
+17.1%
+6.2%
VOL
20.3%
20.3%
20.3%
20.3%
17.5%
TER
0.8%
0.8%
0.9%
0.9%
0.8%
AUM
₹5,259 Cr
₹5,259 Cr
₹1,394 Cr
₹1,394 Cr
₹391 Cr
INFO
0.60
0.60
0.84
0.84
0.35
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Transportation & Logistics IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Maruti Suzuki India Ltd
9.1%
InterGlobe Aviation Ltd
7.4%
Hero MotoCorp Ltd
6.9%
Bajaj Auto Ltd
6.9%
Adani Ports & Special Economic Zone Ltd
6.6%
Mahindra & Mahindra Ltd
6.2%
ZF Commercial Vehicle Control Systems India Ltd
6.1%
Subros Ltd
5.8%
Tata Motors Ltd
4.3%
Ashok Leyland Ltd
3.9%
Top industry exposure
Consumer Cyclical
65.5%
Industrials
33.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
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.
Fund manager(s)
Abhishek Bisen
Nalin Bhatt

FAQs