Kotak Transportation and Logistics Fund Direct Growth

Scheme code: INF174KA1TS4 NAV value: ₹ 10.4160 NAV date: 19 March, 2026 TER: 0.83%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	15.37	30.09	19.71	21.42	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	21.42
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	21.42
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	21.42
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	21.42
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,32,238 - Absolute Returns: ₹1,32,238 - CAGR: %

Max Drawdown

-14.17 %

Drawdown Duration

2 months

Avg Drawdown

-3.60 %

1 Y

1.5119

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	13.50	1.06	108.2	90.9	17.35 %	4.00 %
3 years	2.34	1.07	106.7	99.5	1.40 %	-0.45 %
5 years	1.59	1.07	106.7	99.5	0.84 %	-0.27 %
7 years	1.27	1.07	106.7	99.5	0.60 %	-0.19 %
10 years	1.03	1.07	106.7	99.5	0.42 %	-0.14 %
12 years	0.93	1.07	106.7	99.5	0.35 %	-0.11 %
15 years	0.84	1.07	106.7	99.5	0.28 %	-0.09 %