- Mutual Funds
- UTI Mutual Fund
- UTI Transportation & Logistics Fund (Growth)
Formerly UTI Transportation & Logistics Gr
UTI Transportation & Logistics Fund (Growth)
₹ 152.8335
NAV (Nov 25)
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Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 152.8335
NAV (Nov 25)
Fund Returns
Last 1Y | 13.9% |
Last 3Y | 18.1% |
Last 5Y | 4.8% |
Last 10Y | 17.5% |
Since Inception | 15.8% |
6 Month CAGR | 16.6% |
Scheme Information
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Expense Ratio | 2.06 |
Launched (18y ago) | Apr 11, 2004 |
AUM in Crores | 2020.728 |
ISIN | INF789F01299 |
Lock-in | No Lock-in |
Benchmark | Nifty Transportation & Logistics TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 27.5 |
Standard Deviation (5yr) | 24.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.596 |
Sharpe Ratio (5yr) | 0.144 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
maruti suzuki india ltd
14.3%mahindra & mahindra ltd
14%eicher motors ltd
10.2%tata motors ltd
8.4%bajaj auto ltd
6.8%Allocation by Sector
consumer cyclical
76.3%industrials
17.9%financial services
1.1%Compare UTI Transportation & Logistics Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 10,427 cr | ||
₹ 4,865 cr | ||
₹ 15,580 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr |
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 6.8% | ||
16.2% | 11.7% | ||
17.3% | 14.6% | ||
3.9% | 6.7% | ||
16.4% | 15.7% |
UTI Transportation & Logistics Fund (G) Review
UTI Transportation & Logistics Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 15.8% over a period of 18 years. The fund was previously known as UTI Transportation & Logistics Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Sachin Trivedi.
Nav of UTI Transportation & Logistics Fund (G) as of 11/25/2022 is ₹152.83 with the total AUM as of 11/26/2022 is ₹2020.728. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Transportation & Logistics Fund (G) was launched on Apr 11, 2004. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Transportation & Logistics Fund (G) 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 & Logistics Fund (G) 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 TR INR.
UTI Transportation & Logistics Fund (G) is rated as a 0 fund in Equity and delivered 13.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Transportation & Logistics Fund (G).
Frequently Asked Questions
What is UTI Transportation & Logistics Fund (G)?
How to invest in UTI Transportation & Logistics Fund (G)?
You can invest in UTI Transportation & Logistics Fund (G) 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 & Logistics Fund (G)?
The minimum sip amount for UTI Transportation & Logistics Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Transportation & Logistics Fund (G) good to invest in?
As per Scripbox experts, UTI Transportation & Logistics Fund (G) is a Not Reviewed Yet fund. You can investUTI Transportation & Logistics Fund (G) 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 & Logistics Fund (G)?
The expense ratio of the UTI Transportation & Logistics Fund (G) is 2.06% for regular plan.