Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 1.03 % | 0★ | ₹1,908 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 1.03 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 0★ | ₹1,908 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.8% | 32.7% | 4.9% | 16.6% | ||||
| Category Average | 2.7% | 32.3% | 13.2% | - |
Scheme Allocation
Holding
Sector
Asset
M & M
Maruti Suzuki
Tata Motors
Eicher Motors
Bajaj Auto
Others
Fund House Details
UTI-Transportation & Logistics Fund
Fund Manager
Sachin Trivedi
Exit Load
| Exit Load | 1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment. |
|---|
Advance Ratio
| 0.04 | 1.18 | 0.9 | 0.05 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
Equity | Sectoral / Thematic Mutual Funds | 1
8.7%24.2%6.6%1Y3Y5Y -
-
-
Peer Comparison
-
-
Equity | Sectoral / Thematic Mutual Funds | 5
22.8%43.7%15.1%1Y3Y5Y
-
-
Equity | Sectoral / Thematic Mutual Funds | 3
7.3%24.7%9.5%1Y3Y5Y
-
AMC Contact Details
UTI Mutual Fund
AUM:
2,23,841 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
You can invest in UTI-Transportation & Logistics Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Transportation & Logistics Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The UTI-Transportation & Logistics Fund has delivered 16.6% since inception
The NAV of UTI-Transportation & Logistics Fund is ₹157.8 as of 21 March 2023.
The expense ratio of UTI-Transportation & Logistics Fund is 1.03 % as of 21 March 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
