UTI Transportation and Logistics Fund Regular Plan Growth+0.70%

5
6.74%
1 Year Return
Equity
Sectoral/Thematic
5.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Transportation and Logistics Fund Regular Plan Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.46%
NAV84.56 (07 Aug 2020)
Fund Started09 Mar 2004
Fund Size1,113 Cr

Fund Overview

Quick overview of UTI Transportation and Logistics Fund Regular Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
UTI Transportation and Logistics Fund Regular Plan Growth
6.7%
-9.8%
-2.2%
14.0%
Category Average
-26.5%
NA
NA
-
Rank within category
17
13
13
-
*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 6.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Maruti Suzuki India Ltd.AutomobileEquity18.1%
    Mahindra & Mahindra Ltd.AutomobileEquity9.5%
    Eicher Motors Ltd.AutomobileEquity8.7%
    Hero Motocorp Ltd.AutomobileEquity8.2%
    Container Corpn. Of India Ltd.ServicesEquity5.1%
    Bajaj Auto LtdAutomobileEquity4.9%
    Adani Ports and Special Economic Zone Ltd.ServicesEquity4.7%
    Tata Motors Ltd.AutomobileEquity4.5%
    MRF Ltd.AutomobileEquity4.4%
    Escorts Ltd.AutomobileEquity3.3%
    See All

    UTI Transportation and Logistics Fund Regular Plan Growth Details

    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 ₹1,113 Cr and the Latest NAV as of 07 Aug 2020 is ₹84.56.

    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

    Investment Objective

    Investment objective is capital appreciation through investments in the stocks of the 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

    Compare Funds

    UTI Transportation and Logistics Fund Regular Plan Growth
    VS
    search

    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,
    Similar Funds
    Data not available