- Mutual Funds
- UTI Mutual Fund
- UTI Transportation & Logistics Fund (Growth)
Formerly UTI Transportation & Logistics Gr
UTI Transportation & Logistics Fund (Growth)
₹ 182.832
NAV (Sep 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 182.832
NAV (Sep 22)
Fund Returns
Last 1Y | 15.6% |
Last 3Y | 27.6% |
Last 5Y | 10.2% |
Last 10Y | 19.4% |
Since Inception | 16.1% |
6 Month CAGR | 29.3% |
Scheme Information
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 |
Launched (19y ago) | Apr 11, 2004 |
AUM in Crores | 2348.164 |
ISIN | INF789F01299 |
Lock-in | No Lock-in |
Benchmark | Nifty Transportation & Logistics TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.2 |
Standard Deviation (5yr) | 24.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.269 |
Sharpe Ratio (5yr) | 0.254 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Transportation & Logistics Fund (Growth) | 9,40,274 | 2,07,662 | 10.2% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
mahindra & mahindra ltd
13.3%maruti suzuki india ltd
12.2%tata motors ltd
11.1%eicher motors ltd
8.6%net current assets
6.7%Allocation by Sector
consumer cyclical
76.9%industrials
14.7%financial services
1.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.8% | ||
5.1% | 7.2% | ||
21.7% | 11.6% | ||
23.1% | 14.9% | ||
13.5% | 8.7% |
UTI Transportation & Logistics Fund (G) Review
UTI Transportation & Logistics Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 16.1% over a period of 19 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 9/22/2023 is ₹182.83 with the total AUM as of 9/23/2023 is ₹2348.164. 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 15.6% 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)?
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% for regular plan.