• Mutual Funds
  • UTI Mutual Fund
  • UTI Transportation & Logistics Fund (Growth)

Formerly UTI Transportation & Logistics Gr

UTI Mutual Fund

UTI Transportation & Logistics Fund (Growth)

EquitySectoral/ Thematic

237.8669

NAV (Apr 22)

19.1%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

237.8669

NAV (Apr 22)

Fund Returns

Last 1Y
59.7%
Last 3Y
28.4%
Last 5Y
19.1%
Last 10Y
17.4%
Since Inception
17.1%
6 Month CAGR
28%

Scheme Information

Investment Objective

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
1.95
Launched (20y ago)
Apr 11, 2004
AUM in Crores
3107.869
ISIN
INF789F01299
Lock-in
No Lock-in
Benchmark
Nifty Transportation & Logistics TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.9
Standard Deviation (5yr)
23.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.323
Sharpe Ratio (5yr)
0.666
YTM
0
Fund Managers

Sachin Trivedi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Transportation & Logistics Fund (Growth)70%11,87,405 4,54,79319.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-22

Top Stock Holdings

tata motors ltd

13.8%
13.8%

mahindra & mahindra ltd

11.5%
11.5%

maruti suzuki india ltd

11.4%
11.4%

bajaj auto ltd

9%
9%

eicher motors ltd

7.5%
7.5%
See all holdings

Allocation by Sector

consumer cyclical

76.8%
76.8%

industrials

15.2%
15.2%

financial services

0.8%
0.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 208,166 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.5%

6.9%

16.7%

11.9%

5.5%

6.8%

5.8%

7.3%

19.2%

15.2%

UTI Transportation & Logistics Fund (G) Review

UTI Transportation & Logistics Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 17.1% over a period of 20 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 4/22/2024 is ₹237.87 with the total AUM as of 4/23/2024 is ₹3107.869. 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 59.7% 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)?

UTI Transportation & Logistics Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 1.95% for regular plan.