Home>Mutual Funds>UTI Mutual Fund>UTI Transportation and Logistics Fund Direct Growth

UTI Transportation and Logistics Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
13.19%
3Y annualised
+0.38% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹149.17
Min. SIP amount₹500
Rating5star
Fund size₹1,412.84 Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns55.4%13.2%7.3%18.7%
Category average59.0%12.8%13.1%NA
Rank with in category141410NA
Understand termsinfo

Holdings (32)

NameSectorInstrumentAssets
AutomobileEquity17.0%
AutomobileEquity11.0%
AutomobileEquity9.4%
AutomobileEquity9.1%
AutomobileEquity8.0%
ServicesEquity7.5%
AutomobileEquity5.8%
AutomobileEquity3.6%
AutomobileEquity2.9%
ServicesEquity2.0%
See All

Pros and cons

info
Category: Equity Sectoral / Thematic
thumb_up_alt

Pros

Lower expense ratio: 1.15%
3Y annualised returns higher than category average by 0.35%
thumb_down_alt

Cons

1Y and 5Y annualised returns lower than category average

Expense ratio, exit load and tax

Expense ratio: 1.15%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Sachin Trivedi
Sep 2016 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

UTI Transportation and Logistics Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle