• 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

152.8335

NAV (Nov 25)

4.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

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

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

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

Sachin Trivedi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-25

Top Stock Holdings

maruti suzuki india ltd

14.3%
14.3%

mahindra & mahindra ltd

14%
14%

eicher motors ltd

10.2%
10.2%

tata motors ltd

8.4%
8.4%

bajaj auto ltd

6.8%
6.8%
See all holdings

Allocation by Sector

consumer cyclical

76.3%
76.3%

industrials

17.9%
17.9%

financial services

1.1%
1.1%
See all sectors

Compare UTI Transportation & Logistics Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 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.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox 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)?

    UTI Transportation & Logistics Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity stocks 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 2.06% for regular plan.