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UTI Transportation & Logistics Fund (Growth)

Formerly UTI Transportation & Logistics Gr
Returns (5yrs)
-1.21 %
Latest NAV
79.81

Investment Calculator

  • Tenure
  • Returns %
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Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 12th of July, 05:59 PM

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.

Fund Managers

  • profile-pic
    Sachin Trivedi
  • expense-ratio
    Expense Ratio
    2.28
    benchmark
    Benchmark
    UTI Transportation and Logistics
  • Aum image
    AUM
    ₹ 1112.6 Crores
    ISIN
    ISIN
    INF789F01299
  • Category Risk:

    High Risk

Holding Information

as on 12th of July, 05:59 PM

Top Holding

Maruti Suzuki India Ltd
18%
Mahindra & Mahindra Ltd
9%
Eicher Motors Ltd
9%
Hero Motocorp Ltd
8%
Container Corporation Of India Ltd
5%

Top Sectors

Consumer Cyclical
79%
Industrials
20%
Energy
1%

Allocation

Equity
99%
Others
1%
Debt
0%

Investment Return Calculator

as on 12th of July, 05:59 PM
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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. Past performance is not an indicator of future returns.

Transaction

as on 12th of July, 05:59 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

UTI Transportation & Logistics Fund Regular Plan Growth is a Other Other fund and has delivered an annualised return of -1.21% over a period of 5 years. The fund is managed by UTI Asset Management Company Ltd. The fund managers names are 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. The fund charges 2.28000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.