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UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

24.43

as on 16 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,276 today.

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NAV Performance

UTI Transportation & Logistics Fund performance graph for last 3 years
Performance of UTI Transportation & Logistics Fund for last 3 Years

Fund Information

  • ₹ 155.750

    as on 16 Aug 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,470 Cr.

    as on 31 Dec 2021
  • 2.45%

  • 30 Jul 2005

  • Equity - Sectoral/Thematic

  • Nifty 50

  • UTI Mutual Fund

    Show All Funds
  • UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Highlights of this fund

UTI Transportation & Logistics Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 30 Jul 2005. This fund is offered by one of the top AMC (Assets Management Company) UTI Mutual Fund. You can also view here all other Equity funds offered by UTI Mutual Fund.

Latest NAV of the fund is ₹ 155.750 as on 16 Aug 2022.

This fund has 17 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.45%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

An open-ended fund to provide capital appreciation through investments in the stocks of the companies engaged in the in the transportation and logistics sector.

List of Fund Managers of UTI Transportation & Logistics Fund

  • About Sachin Trivedi

    Picture of Sachin TrivediHe began his career in June 2001, with UTI AMC. He has more than 17 years of experience in research and portfolio management. Presently, he leads the Equity research as the Head of Research. He is also the fund manager for UTI Transportation and Logistic Fund and UTI Focused Equity Series 1. He has been co-managing UTI Focused Equity Series 4,5 and 6.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 15.70% 22.76% 15.78% 30.38% 61.27% 38.90% 27.69% 22.21% 35.51% 43.26% 49.16% 32.30% 21.98%
Category Average 9.40% 11.95% 3.42% 7.20% 29.26% 20.72% 11.94% 14.21% 8.14% 18.56% 22.75% 16.48% 14.11%
UTI Transportation & Logistics Fund 6.99%₹ 10,699 22.76%₹ 12,276 15.08%₹ 11,508 30.38%₹ 13,038 35.51%₹ 14,192 34.99%₹ 18,252 29.51%₹ 31,753 24.43%₹ 19,276 30.03%₹ 55,357 6.76%₹ 13,869 16.13%₹ 89,810 18.16%₹ 53,120 14.84%₹ 2,60,844
Quant Infrastructure Fund 10.80%₹ 11,080 14.86%₹ 11,486 4.67%₹ 10,466 24.59%₹ 12,458 18.10%₹ 13,142 61.27%₹ 26,076 43.26%₹ 35,633 38.90%₹ 26,820 49.16%₹ 70,722 22.38%₹ 27,460 32.30%₹ 1,32,438 16.17%₹ 44,809 21.19%₹ 3,67,289
Quant Consumption Fund 9.42%₹ 10,942 11.87%₹ 11,187 2.14%₹ 10,214 8.05%₹ 10,804 7.14%₹ 12,457 44.23%₹ 20,843 28.20%₹ 31,395 36.08%₹ 25,221 38.25%₹ 61,652 17.93%₹ 22,816 26.62%₹ 1,15,774 18.36%₹ 53,985 21.01%₹ 3,63,744
ICICI Prudential Technology Fund 10.45%₹ 11,044 1.79%₹ 10,178 -11.76%₹ 8,823 -6.29%₹ 9,371 -15.88%₹ 10,945 39.45%₹ 19,481 14.85%₹ 27,806 33.01%₹ 23,549 33.00%₹ 57,580 27.69%₹ 33,974 28.10%₹ 1,19,931 22.21%₹ 74,423 21.98%₹ 3,83,390
Aditya Birla Sun Life Digital India Fund 10.97%₹ 11,096 3.12%₹ 10,312 -10.94%₹ 8,906 -6.50%₹ 9,349 -14.17%₹ 11,061 33.81%₹ 17,932 13.12%₹ 27,350 31.92%₹ 22,973 28.83%₹ 54,474 26.33%₹ 32,200 26.06%₹ 1,14,221 21.15%₹ 68,195 21.24%₹ 3,68,301
Tata Digital India Fund 11.38%₹ 11,137 3.51%₹ 10,350 -11.00%₹ 8,900 -4.08%₹ 9,592 -14.20%₹ 11,059 37.19%₹ 18,853 15.05%₹ 27,856 30.23%₹ 22,102 29.68%₹ 55,096 27.57%₹ 33,814 26.36%₹ 1,15,051 - -

Portfolio Holdings

Portfolio holdings pattern of UTI Transportation & Logistics Fund as on 17 Aug 2022 are listed below:

  • Equity Holdings:

    97.20%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.80%

Top Sector Holdings of UTI Transportation & Logistics Fund

Name of SectorHolding PercentageHolding Values in Crore
Passenger/Utility vehicles 39.91% ₹ 618.74 Cr.
Motor cycles/Scooters 12.59% ₹ 195.22 Cr.
Commercial vehicles 12.29% ₹ 190.59 Cr.
Auto ancillaries 9.06% ₹ 140.47 Cr.
Port 7.43% ₹ 115.09 Cr.
Others 18.72% -

Top Stock Holdings of UTI Transportation & Logistics Fund

Name of StocksHolding PercentageHolding Values in Crore
Maruti Suzuki India Ltd. 15.69% ₹ 243.23 Cr.
Tata Motors Ltd. 12.64% ₹ 195.95 Cr.
Mahindra & Mahindra Ltd. 10.68% ₹ 165.59 Cr.
Bajaj Auto Ltd. 8.70% ₹ 134.92 Cr.
Adani Ports And Special Economic Zone Ltd. 7.22% ₹ 111.88 Cr.
Others 45.07% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 2.78%
Margin 0.02%