Kotak Transportation & Logistics Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 6.37 | N/A | N/A | N/A |
| Average Rolling Returns(%) | 14.17 | N/A | N/A | N/A |
The Current NAV of Kotak Transportation & Logistics Fund - Growth - Direct Plan is ₹11.62.
It is better to invest in a fund with a longer track record as Kotak Transportation & Logistics Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Kotak Transportation & Logistics Fund - Growth - Direct Plan fund’s expense ratio is 0.92%
The process for redemption is
The AUM of Kotak Transportation & Logistics Fund - Growth - Direct Plan is currently ₹491 Crores.
The Top three stocks are Maruti Suzuki India, Hero MotoCorp and Mahindra & Mahindra and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 35% and 58% of fund’s portfolio respectively.
Top three sectors of Kotak Transportation & Logistics Fund - Growth - Direct Plan fund are Auto, Logistics and Retail accounting for 87% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Transportation & Logistics Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Nalin Rasik Bhatt and Abhishek Bisen manage the Kotak Transportation & Logistics Fund - Growth - Direct Plan Fund.
Kotak Transportation & Logistics Fund - Growth - Direct Plan current PE ratio is 41.52 and PB ratio is 6.71
The asset allocation of Kotak Transportation & Logistics Fund - Growth - Direct Plan is Stocks : 96.43%, Debt : 2.75% and Gold : 0.82%
The minimum SIP amount for Kotak Transportation & Logistics Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Transportation & Logistics Fund - Growth - Direct Plan is 0.50% on or before 90 days, Nil after 90 days
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