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UTI Transportation and Logistics Fund Plan Growth
+22.28%
3Y annualised
-1.64% 1D
NAV: 23 Apr '26
₹272.74
Min. for SIP
₹500
Fund size (AUM)
₹3,487.35 Cr
Expense ratio
1.88%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,733 | -0.45% | |
| 3 years | ₹1,80,000 | ₹2,09,281 | +16.27% | |
| 5 years | ₹3,00,000 | ₹4,48,331 | +49.44% | |
| 10 years | ₹6,00,000 | ₹12,81,260 | +113.54% |
Holdings (45)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | Equity | 14.11% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 9.12% |
| Eicher Motors Ltd. | Automobile | Equity | 8.75% |
| Eternal Ltd. | Services | Equity | 7.34% |
| Bajaj Auto Ltd. | Automobile | Equity | 6.34% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 5.16% |
| Hero Motocorp Ltd. | Automobile | Equity | 4.76% |
| TVS Motor Company Ltd. | Automobile | Equity | 3.89% |
| Hyundai Motor India Ltd. | Automobile | Equity | 3.63% |
| Interglobe Aviation Ltd. | Services | Equity | 3.12% |
| Tata Motors Ltd. | Automobile | Equity | 2.83% |
| UTI Liquid Direct-Growth | -- | Mutual Fund | 2.38% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 1.94% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 1.81% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.50% |
| Bosch Ltd. | Automobile | Equity | 1.27% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.24% |
| Apollo Tyres Ltd. | Automobile | Equity | 1.21% |
| Endurance Technologies Ltd. | Automobile | Equity | 1.21% |
| Subros Ltd. | Automobile | Equity | 1.11% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.08% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.01% |
| Container Corporation Of India Ltd. | Services | Equity | 0.98% |
| Mahindra Logistics Ltd. | Services | Equity | 0.93% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.93% |
| Escorts Kubota Ltd. | Automobile | Equity | 0.87% |
| MRF Ltd. | Automobile | Equity | 0.86% |
| Swiggy Ltd. | Services | Equity | 0.83% |
| CIE Automotive India Ltd. | Metals & Mining | Equity | 0.72% |
| Craftsman Automation Ltd. | Automobile | Equity | 0.63% |
| Sandhar Technologies Ltd. | Automobile | Equity | 0.63% |
| UTI Low Duration Fund Direct-Growth | -- | Mutual Fund | 0.57% |
| Bharat Forge Ltd. | Automobile | Equity | 0.57% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.54% |
| Carraro India Ltd. | Capital Goods | Equity | 0.51% |
| JSW Infrastructure Ltd. | Services | Equity | 0.50% |
| VRL Logistics Ltd. | Services | Equity | 0.48% |
| Sundram Fasteners Ltd. | Capital Goods | Equity | 0.42% |
| Ceat Ltd. | Automobile | Equity | 0.39% |
| SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.39% |
| TCI Express Ltd. | Services | Equity | 0.21% |
| SKF India Ltd. | Capital Goods | Equity | 0.18% |
| GOI | Sovereign | GOI Sec | 0.15% |
| Radiant Cash Management Services Ltd. | Financial | Equity | 0.05% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.05% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +22.3% | +19.6% | +12.1% | +16.2% |
| Category average (Equity Thematic) | +28.1% | +23.1% | +12.8% | -- |
| Rank (Equity Thematic) | 6 | 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 ₹3,53,000 Cr and the Latest NAV as of 23 Apr 2026 is ₹272.74.
The UTI Transportation and Logistics Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. 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₹3,52,999.67 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,