- Mutual Funds
- UTI Mutual Fund
- UTI Transportation and Logistics Fund (PIDCW-I)
UTI Transportation and Logistics Fund (PIDCW-I)
₹ 127.2629
NAV (Sep 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 127.2629
NAV (Sep 6)
Fund Returns
Last 1Y | 52% |
Last 3Y | 31.6% |
Last 5Y | 27.2% |
Last 10Y | 14.4% |
Since Inception | 17.7% |
6 Month CAGR | 19.2% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.
Expense Ratio | 1.89 |
Launched (0y ago) | 1.89 |
AUM in Crores | 3843.1 |
ISIN | INF789F01273 |
Lock-in | |
Benchmark | Nifty Transportation & Logistics Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 14 |
Beta | 0.7 |
Sharpe Ratio | 1.7 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Transportation and Logistics Fund (PIDCW-I) | 14,87,041 | 7,54,429 | 27.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Mahindra & Mahindra Ltd.
13.7%Tata Motors Ltd.
12.9%Maruti Suzuki India Ltd.
9.5%Bajaj Auto Ltd.
7.6%Eicher Motors Ltd.
7.5%Allocation by Sector
Automobile
75.877253%Services
13.835101%Capital Goods
3.120817%Metals & Mining
0.859098%Financial
0.830936%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.246% | 7.257% | ||
5.924% | 6.801% | ||
5.979% | 6.856% | ||
18.128% | 15.377% | ||
22.928% | 14.261% |
UTI Transportation and Logistics Fund (PIDCW-I) Review
UTI Transportation and Logistics Fund (PIDCW-I) is a Equity Equity fund and has delivered an annualised return of 17.659% over a period of 54 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is [object Object].
Nav of UTI Transportation and Logistics Fund (PIDCW-I) as of 9/6/2024 is ₹127.26 with the total AUM as of 9/7/2024 is ₹3843.1044. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Transportation and Logistics Fund (PIDCW-I) was launched on null. The category risk of the fund is null.
The minimum SIP amount for UTI Transportation and Logistics Fund (PIDCW-I) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Transportation and Logistics Fund (PIDCW-I) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Transportation & Logistics Total Return Index.
UTI Transportation and Logistics Fund (PIDCW-I) is rated as a null fund in Equity and delivered 52.002% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Transportation and Logistics Fund (PIDCW-I).
Frequently Asked Questions
What is UTI Transportation and Logistics Fund (PIDCW-I)?
How to invest in UTI Transportation and Logistics Fund (PIDCW-I)?
You can invest in UTI Transportation and Logistics Fund (PIDCW-I) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Transportation and Logistics Fund (PIDCW-I)?
The minimum sip amount for UTI Transportation and Logistics Fund (PIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Transportation and Logistics Fund (PIDCW-I) good to invest in?
As per Scripbox experts, UTI Transportation and Logistics Fund (PIDCW-I) is a fund. You can investUTI Transportation and Logistics Fund (PIDCW-I) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Transportation and Logistics Fund (PIDCW-I)?
The expense ratio of the UTI Transportation and Logistics Fund (PIDCW-I) is 1.89% for regular plan.