Formerly UTI Transportation & Logistics Gr
Not Reviewed yet
Consistency Of Performance
NAV (Oct 21)
6 Month CAGR
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.
Low to Moderate
Very High Risk
Launched (17y ago)
|Apr 11, 2004|
AUM in Crores
|UTI Transportation and Logistics|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 1 cr
₹ 182 cr
₹ 14 cr
₹ 874 cr
₹ 6 cr
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 186,049 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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UTI Transportation & Logistics Fund (G) is a Other Other fund and has delivered an annualised return of 16.1% over a period of 17 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
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. . However, there is no assurance that the objective of the scheme will be realized.
The UTI Transportation & Logistics Fund (G) fund was launched on Apr 11, 2004. The NAV (Net Asset Value) of this Other Other fund as of 2021-10-21 is ₹135.93. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1412.842. The category risk of the UTI Transportation & Logistics Fund (G) fund is Very High Risk. The fund charges 2.41 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 98% in this asset class. The top three holdings of the fund are , maruti suzuki india ltd , mahindra & mahindra ltd , tata motors ltd , bajaj auto ltd , eicher motors ltd , adani ports & special economic zone ltd , ashok leyland ltd , hero motocorp ltd , bosch ltd , net current assets , vrl logistics ltd , motherson sumi systems ltd , bharat forge ltd , container corporation of india ltd , sundaram fasteners ltd , escorts ltd , schaeffler india ltd , jamna auto industries ltd , minda corp ltd , interglobe aviation ltd , subros ltd , mahindra logistics ltd , tvs motor co ltd , mahindra & mahindra financial services ltd , tata motors ltd class a , mahindra cie automotive ltd , apollo tyres ltd , mrf ltd , gujarat pipavav port ltd , sandhar technologies ltd ordinary shares , great eastern shipping co ltd , zomato ltd , rane holdings ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
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