OriginFunds
Kotak Mahindra Mutual Fund

Kotak Transportation & Logistics Fund-Regular-Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF174KA1TV8
NAV · 06-Jul-2026
11.3740
1M
+6.88%
6M
-4.45%
1Y (CAGR)
+7.11%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+8.44%

NAV history

9.4010.2911.1823-12-202403-07-202611.34
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Risk & SIP analytics

Volatility (3y)
17.84%
Downside dev (3y)
12.94%
Max drawdown (3y)
-17.4%
Calendar-year returns
2025 +16.6%

Fund facts

AUM₹4,912 Cr
TER · AMFI officialDirect 0.95% · Regular 2.47% (2026-06-30)
Launch date25-Nov-2024
Plan typeOpen Ended · Equity
Min lumpsum100
Lock-inNone
Volatility17.81
AMCKotak Mahindra Asset Management Company Limited.

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.

scheme documents ↗