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Historical NAV
₹ 135.9337
NAV (Oct 21)
Fund Returns
Last 1Y
53.6%
Last 3Y
12%
Last 5Y
6.1%
Last 10Y
17.7%
Since Inception
16.1%
6 Month CAGR
21.3%
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.
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.
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.
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Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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About UTI Transportation & Logistics Fund (G)
About UTI Transportation & Logistics Fund (G)
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
UTI Transportation & Logistics Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.
UTI Transportation & Logistics Fund (G) NAV,AUM,Risk
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.
UTI Transportation & Logistics Fund (G) Holdings
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
UTI Transportation & Logistics Fund (G) Sip
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.
