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  • Kotak Mahindra Mutual Fund launches Kotak Transportation and Logistics Fund

Nov 25, 2024

Mutual Fund

Kotak Mahindra Mutual Fund launches Kotak Transportation and Logistics Fund

NFO period: 25th November - 09th December, 2024

Highlights of the NFO:

  • Scheme type - An open-ended equity scheme following Transportation & Logistics theme

  • Investment 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.

  • Product suitability - This product is suitable for investors who are seeking long term capital growth by investing in portfolio of predominantly equity & equity related securities of companies engaged in Transportation & Logistics and related activities.

  • Minimum Application Amount - First investment Rs. 100/- and in multiple of Rs. 1/- thereafter

  • Plan/ Options available - Regular Plan and Direct Plan having Growth and Income Distribution cum capital withdrawal (IDCW) (Payout and Reinvestment).

  • Fund Managers - Mr. Nalin Rasik Bhatt and Mr. Abhishek Bisen

  • Benchmark - Nifty Transportation & Logistics Index (Total Return Index (TRI)

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)