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Company
Kotak Mahindra Mutual Fund
Scheme Name
Kotak Transportation & Logistics Fund - Reg (G)
Open Date
25-Nov-2024
Close Date
09-Dec-2024
Fund Manager
Nalin Rasik Bhatt
Minimum Investment ()
100
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. However, there is no assurance that the objective of the scheme will be achieved.
Benchmark
Nifty Transportation & Logistics TRI
Asset Allocation
Equity and Equity Related Securities of companies engaged in Transportation & Logistics and related activities : 80% - 100%
Equity and Equity Related securities of companies other than those engaged in Transportation & Logistics related activities.* : 0% - 20%
Debt and Money Market Securities#* : 0% - 20%
Units issued by REITs & InvITs : 0% - 10%
Entry Load (%)
Nil
Exit Load (%)
For redemption / switch out within 30 days from the date of allotment: 1% If units are redeemed or switched out on or after 30 days from the date of allotment: NIL
Option Type
Open Ended [ GROWTH ]

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