UTI Transportation and Logistics Fund Plan Growth

Equity
Thematic
Very High Risk
21.97%
3Y annualised
+0.69% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Sep 2025
₹283.92
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹3,565.22Cr

Return calculator

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

Holdings (40)

NameSectorInstrumentAssets
AutomobileEquity13.98%
AutomobileEquity9.60%
AutomobileEquity8.97%
ServicesEquity6.97%
ServicesEquity6.43%
AutomobileEquity5.39%
ServicesEquity4.72%
AutomobileEquity3.92%
AutomobileEquity3.54%
AutomobileEquity3.53%
AutomobileEquity3.07%
AutomobileEquity2.36%
AutomobileEquity1.95%
AutomobileEquity1.95%
AutomobileEquity1.67%
AutomobileEquity1.37%
AutomobileEquity1.36%
AutomobileEquity1.29%
AutomobileEquity1.04%
Capital GoodsEquity1.00%
AutomobileEquity0.98%
AutomobileEquity0.98%
Capital GoodsEquity0.97%
Capital GoodsEquity0.89%
AutomobileEquity0.86%
AutomobileEquity0.78%
AutomobileEquity0.69%
ServicesEquity0.67%
Metals & MiningEquity0.64%
ServicesEquity0.63%
ServicesEquity0.62%
ServicesEquity0.62%
AutomobileEquity0.60%
ServicesEquity0.59%
Capital GoodsEquity0.52%
ServicesEquity0.32%
AutomobileEquity0.24%
GOI
SovereignGOI Sec0.15%
FinancialEquity0.08%
ServicesRights0.04%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.4%22.0%25.7%16.9%
Category average-3.9%18.3%21.4%NA
Rank with in category1663NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.91%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Sachin Trivedi
Sep 2016 - Present
View details

Education
Mr. Sachin Trivedi is a CFA.
Experience
He began his career in June 2001, with UTI AMC. He has more than 13 years of experience in research and portfolio management. Presently, he leads the Equity research in the capacity of Head – Research. He is also a fund manager
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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