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UTI Transportation and Logistics Fund Plan Growth
Equity
Thematic
Very High Risk
+25.09%
3Y annualised
-1.21% 1D
NAV: 09 Jan '26
₹294.47
Min. SIP amount
Not Supported
Fund size
₹4,083.94 Cr
Expense ratio
1.91%
Holdings (44)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | Equity | 14.98% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 10.57% |
| Eicher Motors Ltd. | Automobile | Equity | 9.54% |
| Eternal Ltd. | Services | Equity | 5.78% |
| Bajaj Auto Ltd. | Automobile | Equity | 5.74% |
| Interglobe Aviation Ltd. | Services | Equity | 4.90% |
| Hero Motocorp Ltd. | Automobile | Equity | 4.63% |
| Hyundai Motor India Ltd. | Automobile | Equity | 4.00% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 3.87% |
| TVS Motor Company Ltd. | Automobile | Equity | 3.67% |
| Apollo Tyres Ltd. | Automobile | Equity | 2.29% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 2.18% |
| Tata Motors Ltd. | Automobile | Equity | 2.13% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 1.60% |
| Bosch Ltd. | Automobile | Equity | 1.52% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.47% |
| Subros Ltd. | Automobile | Equity | 1.33% |
| MRF Ltd. | Automobile | Equity | 1.33% |
| Endurance Technologies Ltd. | Automobile | Equity | 1.21% |
| Swiggy Ltd. | Services | Equity | 1.05% |
| Escorts Kubota Ltd. | Automobile | Equity | 1.01% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.01% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.97% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.92% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.80% |
| Mahindra Logistics Ltd. | Services | Equity | 0.75% |
| Sandhar Technologies Ltd. | Automobile | Equity | 0.68% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 0.61% |
| Craftsman Automation Ltd. | Automobile | Equity | 0.60% |
| CIE Automotive India Ltd. | Metals & Mining | Equity | 0.59% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.51% |
| JSW Infrastructure Ltd. | Services | Equity | 0.51% |
| Carraro India Ltd. | Capital Goods | Equity | 0.50% |
| Container Corporation Of India Ltd. | Services | Equity | 0.50% |
| VRL Logistics Ltd. | Services | Equity | 0.47% |
| Bharat Forge Ltd. | Automobile | Equity | 0.43% |
| SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.41% |
| Ceat Ltd. | Automobile | Equity | 0.39% |
| Meesho Ltd. | Services | Equity | 0.23% |
| TCI Express Ltd. | Services | Equity | 0.23% |
| SKF India Ltd. | Capital Goods | Equity | 0.20% |
| GOI | Sovereign | GOI Sec | 0.13% |
| Radiant Cash Management Services Ltd. | Financial | Equity | 0.07% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.04% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +25.1% | +21.7% | +13.4% | +16.8% |
| Category average (Equity Thematic) | +28.1% | +23.1% | +12.8% | -- |
| Rank (Equity Thematic) | 5 | 1 | 1 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
STSachin TrivediSep 2016 - PresentView details
ST
Sachin Trivedi
Sep 2016 - Present
View details
About UTI Transportation and Logistics Fund Plan Growth
UTI Transportation and Logistics Fund Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sachin Trivedi is the Current Fund Manager of UTI Transportation and Logistics Fund Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,00,535 Cr and the Latest NAV as of 09 Jan 2026 is ₹294.47.
The UTI Transportation and Logistics Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed within 30 days.
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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.
Fund benchmarkNifty Transportation & Logistics Total Return Index
Fund house
Rank (total assets)#8 in India
Total AUM₹4,00,535.15 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,