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

Kotak Transportation & Logistics IDCW Reinvest Direct Plan

NAV
₹9.3510
-2.43%
(25 Apr)
AUM
360 Cr
TER
0.84%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below 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
+13.0%
+3.9%
+3.9%
+3.9%
NA
3Y
+29.6%
+32.0%
+32.0%
+32.0%
NA
5Y
+33.5%
+33.3%
+33.3%
+33.3%
NA
ALL
+17.9%
+12.1%
+12.1%
+12.1%
-6.5%
VOL
18.0%
20.4%
20.4%
20.4%
18.2%
TER
0.6%
0.8%
0.8%
0.8%
0.8%
AUM
₹6,047 Cr
₹4,789 Cr
₹4,789 Cr
₹4,789 Cr
₹360 Cr
INFO
0.99
0.59
0.59
0.59
-0.36
See fund holdings as of 31st Mar
Top holdings
Triparty Repo
10.8%
Maruti Suzuki India Ltd
9.2%
InterGlobe Aviation Ltd
7.7%
ZF Commercial Vehicle Control Systems India Ltd
6.5%
Mahindra & Mahindra Ltd
6.0%
Adani Ports & Special Economic Zone Ltd
5.9%
Bajaj Auto Ltd
5.9%
Subros Ltd
4.9%
Tata Motors Ltd
4.4%
Hero MotoCorp Ltd
4.2%
Top industry exposure
Consumer Cyclical
58.1%
Industrials
31.3%
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