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

Kotak Transportation & Logistics IDCW Reinvest Direct Plan

NAV
₹11.6110
-0.03%
(12 Sep)
AUM
489 Cr
TER
0.83%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
-3.0%
-3.0%
-3.0%
-4.1%
NA
3Y
+29.9%
+29.9%
+29.9%
+29.8%
NA
5Y
+31.9%
+31.9%
+31.9%
+30.1%
NA
ALL
+11.9%
+11.9%
+11.9%
+16.6%
+16.1%
VOL
20.2%
20.2%
20.2%
20.2%
16.5%
TER
0.8%
0.8%
0.8%
0.9%
0.8%
AUM
₹5,179 Cr
₹5,179 Cr
₹5,179 Cr
₹1,341 Cr
₹489 Cr
INFO
0.59
0.59
0.59
0.82
0.98
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 Aug
Top holdings
Maruti Suzuki India Ltd
10.3%
Hero MotoCorp Ltd
8.4%
Mahindra & Mahindra Ltd
6.5%
Eternal Ltd
6.4%
Bajaj Auto Ltd
5.6%
InterGlobe Aviation Ltd
5.2%
ZF Commercial Vehicle Control Systems India Ltd
5.2%
Adani Ports & Special Economic Zone Ltd
4.8%
Tata Motors Ltd
4.7%
Hyundai Motor India Ltd
3.6%
Top industry exposure
Consumer Cyclical
65.2%
Industrials
29.5%
Energy
1.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
11%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
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