- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 48,772 |
12,772 |
20.75% |
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
-
2,868.56 Cr.
-
Growth
-
1.95%
-
Equity- Sectoral Fund
-
Nifty Transportation & Logistics TRI
-
01 Aug 2005
-
UTI Mutual Funds know more
Fund Managed By
Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 7.94% | 20.91% | 22.53% | 27.50% | 36.00% | 34.87% | 37.34% | 17.77% |
| Category Average | -0.37% | 4.90% | 6.34% | 3.09% | 16.57% | 18.42% | 22.35% | 13.02% |
| UTI Transportation & Logistics Fund | 0.90% | 10.93% | 11.73% | -3.70% | 21.40% | 21.75% | 26.72% | 11.59% |
| SBI PSU Fund | -0.23% | 3.97% | 9.51% | -6.33% | 31.99% | 34.87% | 29.76% | 12.50% |
| Invesco India PSU Equity Fund | -1.14% | 7.63% | 11.90% | -6.89% | 31.05% | 34.67% | 27.72% | 15.68% |
| ICICI Prudential Infrastructure Fund | -0.36% | 8.81% | 11.00% | 1.59% | 28.38% | 32.15% | 36.74% | 16.22% |
| Aditya Birla Sun Life PSU Equity Fund | -0.97% | 3.46% | 8.81% | -9.94% | 29.06% | 32.04% | 30.07% | - |
| Nippon India Power & Infra Fund | -1.57% | 6.25% | 6.59% | -7.40% | 25.93% | 32.04% | 31.42% | 15.82% |
Fund Portfolio Details
Equity 95.36%
Debt 0.17%
Others 4.48%
Top Equity Holdings
| Name of the Equity | Holding Percentage |
|---|---|
| MAHINDRA & MAHINDRA LTD. | 13.73% |
| MARUTI SUZUKI INDIA LTD. | 10.66% |
| EICHER MOTORS LTD. | 9.38% |
| TATA MOTORS LTD. | 6.38% |
| BAJAJ AUTO LTD. | 6.23% |
| Others | 53.62% |
Allocation by Sector
| Name of the Sector | Holding Percentage |
|---|---|
| Automobile | 76.22% |
| Automobile and Auto Components | 74.30% |
| Services | 13.50% |
| Consumer Services | 5.16% |
| N/A | 4.64% |
| Others | -73.82% |
Portfolio Holdings shown is as of 28 Feb 2025
Riskometer
Investors understand that their
principal
will be at Very High risk