May 16, 2026
RA Jainee
Kotak Transportation & Logistics Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.95 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 10.95 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 3 |
| Benchmark | Nifty Transportation & Logistics TRI |
| AUM Rs. | 499 Cr |
| (As on 30-Apr-2026) | |
| Expense | 0.85% |
| 1 Year Return (%) | 11.12 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 6.66% |
⚖️ Sahifund Review – Kotak Transportation & Logistics Fund ✔
PLUS:
✓ Backed by the credibility and research strength of Kotak Mahindra Mutual Fund, which adds comfort for long-term SIP investors.
✓ Expense ratio of 0.85% is relatively reasonable for a thematic sector fund category.
✓ Portfolio diversification across logistics, auto ancillaries and transportation themes reduces single-stock dependency risk.
✓ Strong exposure to India’s long-term infrastructure, EV, logistics and supply-chain growth story.
✓ Top 10 holdings at 57.50% indicate reasonably balanced diversification within the sector theme.
✓ Small-cap allocation of 38.40% can help generate alpha if the transportation cycle remains strong.
✓ Suitable mainly for aggressive SIP investors seeking thematic exposure alongside core diversified funds.
MINUS:
⚖️ Fund is still very new with only around 1 year 4 months track record, limiting long-term performance assessment.
⚖️ 1-year return of 11.12% is only average within category and trails stronger peers like SBI and HDFC transportation funds.
⚖️ Sectoral concentration risk remains very high as performance depends heavily on auto and logistics cycles.
⚖️ Portfolio P/E of 30.37 suggests valuations are not cheap and may limit near-term upside.
⚖️ Large-cap orientation near 51% may reduce sharp alpha generation during bull phases.
⚖️ Transportation and logistics themes can face earnings pressure from fuel prices, economic slowdown and demand fluctuations.
⚖️ Not suitable as a standalone equity investment due to thematic volatility and momentum swings.
Sahifund View (Decisive Line):
Kotak Transportation & Logistics Fund is suitable only as a small satellite SIP allocation for aggressive investors, while core long-term wealth creation should preferably remain in diversified flexi-cap or index-oriented funds.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Nobody should invest in Auto & Transportation funds in our opinion, because:
• They have a narrow focus on companies engaged in automotive & related business activities
• Instead, diversified equity funds which invest across sectors are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks 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:
1) Nalin Rasik Bhatt
Education: Mr. Bhatt has done B.Com and CA
Experience: Prior to joining Kotak Mutual Fund, he has worked with Motilal Oswal Securities Limited, Angel Broking Limited and Sushil Stock Brokers
2) Abhishek Bisen
Education: Mr. Bisen is a BA and MBA in Finance.
Experience: Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 3 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 90 days |
Basic Details of Kotak Transportation & Logistics Fund
| Fund House | Kotak Mahindra Mutual Fund |
| Launch Date | 16-Dec-24 |
| Return Since Launch | 6.66% |
| Benchmark | Nifty Transportation & Logistics TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 499 Cr |
| (As on 30-Apr-2026) | |
| Expense | 0.85% |
| (As on 30-Apr-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 29.46% |
Kotak Transportation & Logistics Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Kotak Transportation & Logistics Dir | -7.30 | 0.26 | 1.74 | -7.40 | -5.77 | 11.12 | — | — | — | — |
| BSE Auto TRI | -8.11 | 0.64 | -0.17 | -8.27 | -5.31 | 10.98 | — | — | — | — |
| Equity: Sectoral-Auto & Transportation | -5.95 | 0.41 | 1.41 | -6.12 | -4.00 | 11.47 | — | — | — | — |
| Rank within category | 8 | 10 | 5 | 6 | 11 | 8 | — | — | — | — |
| Number of funds in category | 12 | 12 | 12 | 12 | 12 | 12 | 4 | 1 | 1 | 1 |
Peer Comparison of Kotak Transportation & Logistics Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Kotak Transportation & Logistics Dir | Unrated | 11.12 | — | — | 0.85 | 499 | 6.66 | 0.50 (90) | 1Y 4M | 29.46 |
| SBI Automotive Opportunities Dir | Unrated | 22.04 | — | — | 0.86 | 5,075 | 8.04 | 1.00 (30) | 1Y 11M | 37.00 |
| UTI Transportation & Logistics Dir | Unrated | 9.65 | 20.64 | 20.37 | 1.38 | 3,811 | 18.38 | 1.00 (30) | 13Y 4M | 15.00 |
| ICICI Pru Transportation and Logistics Dir | Unrated | 11.56 | 23.82 | — | 0.93 | 2,864 | 22.38 | 1.00 (30) | 3Y 6M | 41.00 |
| HDFC Transportation and Logistics Dir | Unrated | 14.52 | — | — | 1.18 | 1,674 | 22.67 | 1.00 (30) | 2Y 8M | 31.85 |
Kotak Transportation & Logistics Fund Portfolio
| No. of Stocks | 31 |
| Top 10 Stocks | 57.50% |
| Top 5 Stocks | 34.83% |
| Top 3 Sectors | 90.90% |
| Portfolio P/B Ratio | 4.39 |
| Portfolio P/E Ratio | 30.37 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 66,703 | 1,20,867 |
| Giant (%) | — | — |
| Large (%) | 51.13 | 63.30 |
| Mid (%) | 10.47 | 14.27 |
| Small (%) | 38.40 | 22.43 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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