UTI Transportation and Logistics Fund Direct Growth-0.70%

-7.17%
1 Year Return
Equity
Sectoral/Thematic
5.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Transportation and Logistics Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.39%
NAV95.13 (30 Oct 2020)
Fund Started01 Jan 2013
Fund Size1,259 Cr

Fund Overview

Quick overview of UTI Transportation and Logistics Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
UTI Transportation and Logistics Fund Direct Growth
-7.2%
-8.9%
1.3%
14.5%
Category Average
-0.3%
0.4%
6.3%
-
Rank within category
16
12
11
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -7.2% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Maruti Suzuki India Ltd.AutomobileEquity18.5%
    Mahindra & Mahindra Ltd.AutomobileEquity10.2%
    Hero Motocorp Ltd.AutomobileEquity9.6%
    Eicher Motors Ltd.AutomobileEquity8.2%
    Tata Motors Ltd.AutomobileEquity5.4%
    Bajaj Auto LtdAutomobileEquity5.0%
    Adani Ports and Special Economic Zone Ltd.ServicesEquity4.1%
    Escorts Ltd.AutomobileEquity3.6%
    MRF Ltd.AutomobileEquity3.4%
    Ashok Leyland Ltd.AutomobileEquity3.0%
    See All

    Fund Managers

    addSachin Trivedi
    Education
    Mr. Sachin Trivedi is a CFA.
    Experience
    He has been associated with UTI AMC for over a decade.
    Funds Managed

    UTI Transportation and Logistics Fund Direct Growth Details

    UTI Transportation and Logistics Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sachin Trivedi is the Current Fund Manager of UTI Transportation and Logistics Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,259 Cr and the Latest NAV as of 30 Oct 2020 is ₹95.13.

    The UTI Transportation and Logistics Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed less than 1 year

    Investment Objective

    The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed less than 1 year
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    01 Feb 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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