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UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.80

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,984 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

  • ₹ 135.423

    as on 20 Oct 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,458 Cr.

    as on 20 Oct 2021
  • 2.41%

    since 31 May 2021
  • 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 ₹ 135.423 as on 20 Oct 2021.

This fund has 16 years of track record. Since 31 May 2021 expense ratio of this fund is 2.41%. 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 11.23% 26.32% 52.48% 129.50% 68.04% 42.10% 33.51% 25.93% 107.63% 98.70% 66.68% 44.79% 28.54%
Category Average 4.05% 11.38% 27.20% 64.36% 29.95% 22.10% 14.80% 14.79% 55.12% 46.85% 32.85% 20.65% 16.24%
UTI Transportation & Logistics Fund 11.23%₹ 11,122 13.11%₹ 11,310 20.81%₹ 12,081 53.01%₹ 15,300 42.19%₹ 14,587 21.46%₹ 14,775 40.24%₹ 34,781 11.80%₹ 13,984 25.64%₹ 52,189 6.06%₹ 13,420 12.20%₹ 81,524 17.65%₹ 50,853 15.17%₹ 2,65,562
ICICI Prudential Technology Fund 5.39%₹ 10,539 25.39%₹ 12,539 52.48%₹ 15,247 95.26%₹ 19,525 107.63%₹ 18,200 68.04%₹ 28,357 98.70%₹ 52,999 42.10%₹ 28,749 66.68%₹ 87,120 33.51%₹ 42,456 44.79%₹ 1,76,654 25.93%₹ 1,00,519 28.54%₹ 5,46,950
Aditya Birla Sun Life Digital India Fund 4.68%₹ 10,468 21.46%₹ 12,145 44.32%₹ 14,431 85.33%₹ 18,533 92.90%₹ 17,418 60.68%₹ 25,919 84.83%₹ 48,407 41.15%₹ 28,175 60.37%₹ 80,967 32.23%₹ 40,461 41.88%₹ 1,65,359 23.06%₹ 79,779 27.12%₹ 5,06,397
Tata Digital India Fund 5.74%₹ 10,574 26.32%₹ 12,631 50.26%₹ 15,025 88.60%₹ 18,859 105.56%₹ 18,091 61.24%₹ 26,101 89.55%₹ 49,951 40.17%₹ 27,592 61.37%₹ 81,920 33.02%₹ 41,676 43.03%₹ 1,69,748 - -
Quant Infrastructure Fund 10.36%₹ 11,035 18.11%₹ 11,810 41.84%₹ 14,183 118.38%₹ 21,837 107.01%₹ 18,170 51.72%₹ 23,097 88.27%₹ 49,532 38.54%₹ 26,640 57.93%₹ 78,665 22.63%₹ 27,745 34.25%₹ 1,38,663 13.32%₹ 34,952 20.91%₹ 3,61,964
SBI Technology Opportunities Fund 4.17%₹ 10,417 21.16%₹ 12,115 43.54%₹ 14,353 80.84%₹ 18,084 89.69%₹ 17,246 54.14%₹ 23,843 76.08%₹ 45,598 37.50%₹ 26,041 54.18%₹ 75,221 28.13%₹ 34,555 38.11%₹ 1,51,666 - -

Portfolio Holdings

Portfolio holdings pattern of UTI Transportation & Logistics Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    98.73%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.27%

Top Sector Holdings of UTI Transportation & Logistics Fund

Name of SectorHolding PercentageHolding Values in Crore
Passenger/Utility vehicles 38.15% ₹ 556.19 Cr.
Motor cycles/Scooters 14.26% ₹ 207.87 Cr.
Commercial vehicles 12.51% ₹ 182.34 Cr.
Auto ancillaries 9.58% ₹ 139.53 Cr.
Port 8.19% ₹ 119.42 Cr.
Others 17.31% -

Top Stock Holdings of UTI Transportation & Logistics Fund

Name of StocksHolding PercentageHolding Values in Crore
Maruti Suzuki India Ltd. 17.09% ₹ 249.13 Cr.
Mahindra & Mahindra Ltd. 10.72% ₹ 156.32 Cr.
Tata Motors Ltd. 9.72% ₹ 141.68 Cr.
Bajaj Auto Ltd. 9.29% ₹ 135.36 Cr.
Eicher Motors Ltd. 7.33% ₹ 106.85 Cr.
Others 45.85% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 1.27%