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  • UTI Transportation & Logistics Fund (Growth)

Formerly UTI Transportation & Logistics Gr

UTI Mutual Fund

UTI Transportation & Logistics Fund (Growth)

OtherOther

135.9337

NAV (Oct 21)

6.1%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

17 Years.

Relative Size

1,413 Cr.

Category View

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Consistency Of Performance

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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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%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.41
Launched (17y ago)
Apr 11, 2004
AUM in Crores
1412.842
ISIN
INF789F01299
Lock-in
No Lock-in
Benchmark
UTI Transportation and Logistics
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Sachin Trivedi

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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  • Grow Wealth , Retirement , Kid's Education
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comparison

Comparison with Other Funds

Fund NameScripbox OpinionFund SizeTrack Record

Principal Retirement Sav Conservative fund (G)

₹ 1 cr

0

₹ 182 cr

0

₹ 14 cr

0

₹ 874 cr

0

₹ 6 cr

0

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About the AMC

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.

amc-img

  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    UTI Nifty Index Fund (G)

    recommended-badge

    21.8%

    12.2%

    top-ranked-badge

    21.8%

    12.2%

    top-ranked-badge

    21.8%

    12.2%

    top-ranked-badge

    4.3%

    7.4%

    top-ranked-badge

    5%

    7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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.

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