Kotak Transportation and Logistics Fund
Direct · Growth ₹11.24
18 Jun 2026
NAV
17.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.64
Sharpe
-17.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.76 L | 11.5% | -17.3% | 36.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 11.5% | 14.5% | 13.5% | -3.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.1% | 18.5% | 2.9% | 30.1% | 1.64 | 19.50 | 100% | — | — |
-17.1%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-4.7%
Avg Drawdown
Calmar Ratio by Duration
1.00
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.99 | 1.22 | 116.1% | 99.3% | 8.8% | -3.1% |
| 3 Years | +4.04 | 1.13 | 110.7% | 101.5% | 3.7% | 0.5% |
| 5 Years | +2.74 | 1.13 | 110.7% | 101.5% | 2.2% | 0.3% |
| 7 Years | +2.21 | 1.13 | 110.7% | 101.5% | 1.6% | 0.2% |
| 10 Years | +1.80 | 1.13 | 110.7% | 101.5% | 1.1% | 0.1% |
| 12 Years | +1.65 | 1.13 | 110.7% | 101.5% | 0.9% | 0.1% |
| 15 Years | +1.49 | 1.13 | 110.7% | 101.5% | 0.7% | 0.1% |