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UTI Transportation and Logistics Fund Regular Plan Growth

Equity
Sectoral / Thematic
Very High Risk
48.50%
1Y return
+1.44% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹121.17
Min. SIP Amount₹500
Rating5star
Fund Size₹1,457.78 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns48.5%0.8%5.1%15.5%
Category average59.0%12.8%13.1%NA
Rank with in category161312NA
Understand termsinfo

Holdings (31)

NameSectorInstrumentAssets
Maruti Suzuki India Ltd.AutomobileEquity17.1%
Mahindra & Mahindra Ltd.AutomobileEquity10.7%
Tata Motors Ltd.AutomobileEquity9.7%
Bajaj Auto LtdAutomobileEquity9.3%
Eicher Motors Ltd.AutomobileEquity7.3%
Adani Ports and Special Economic Zone Ltd.ServicesEquity7.0%
Ashok Leyland Ltd.AutomobileEquity5.2%
Hero Motocorp Ltd.AutomobileEquity4.4%
Motherson Sumi Systems Ltd.AutomobileEquity3.6%
Bosch Ltd.AutomobileEquity2.2%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

  • Age is more than 10 years
  • 10Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.41%
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.41%

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

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
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Fund house & investment objective

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Fund house contact details

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