| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.51% |
| NAV | ₹87.68 (30 Oct 2020) |
|---|---|
| Fund Started | 09 Mar 2004 |
| Fund Size | ₹1,259 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Maruti Suzuki India Ltd. | Automobile | Equity | 18.5% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 10.2% |
| Hero Motocorp Ltd. | Automobile | Equity | 9.6% |
| Eicher Motors Ltd. | Automobile | Equity | 8.2% |
| Tata Motors Ltd. | Automobile | Equity | 5.4% |
| Bajaj Auto Ltd | Automobile | Equity | 5.0% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 4.1% |
| Escorts Ltd. | Automobile | Equity | 3.6% |
| MRF Ltd. | Automobile | Equity | 3.4% |
| Ashok Leyland Ltd. | Automobile | Equity | 3.0% |
UTI Transportation and Logistics Fund Regular Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 09 Mar 2004. Sachin Trivedi is the Current Fund Manager of UTI Transportation and Logistics Fund Regular Plan 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 ₹87.68.
The UTI Transportation and Logistics Fund Regular Plan 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
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.
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.