Kotak Mahindra Mutual Fund launches Kotak Transportation & Logistics Fund

NFO period: 25^th November – 09^th 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)