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UTI Transportation and Logistics Fund Plan Growth
+15.07%
3Y annualised
-1.15% 1D
NAV: 07 Oct '26
₹277.24
Min. for SIP
₹500
Fund size (AUM)
₹4,094.34 Cr
Expense ratio
1.91%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,475 | -2.54% | |
| 3 years | ₹1,80,000 | ₹1,94,578 | +8.10% | |
| 5 years | ₹3,00,000 | ₹4,19,440 | +39.81% | |
| 10 years | ₹6,00,000 | ₹12,49,976 | +108.33% |
Holdings (47)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 11.64% |
| Zomato Ltd | Technology | Equity | 10.76% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 7.77% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 7.32% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 6.37% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 6.18% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 4.40% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 4.26% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 3.90% |
| Net Current Assets | Unspecified | Net Current Assets | 3.49% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.05% |
| Bosch Ltd | Consumer Discretionary | Equity | 2.69% |
| Tata Motors Ltd | Industrials | Equity | 2.61% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 2.09% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 1.97% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 1.65% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.49% |
| Swiggy Ltd. | Technology | Equity | 1.45% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 1.25% |
| Container Corporation Of India Ltd | Industrials | Equity | 1.17% |
| Mahindra Logistics Ltd | Industrials | Equity | 1.04% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.01% |
| Subros Ltd | Consumer Discretionary | Equity | 0.94% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 0.90% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.84% |
| Schaeffler India Ltd | Industrials | Equity | 0.80% |
| Ashok Leyland Ltd | Industrials | Equity | 0.73% |
| MRF Ltd | Consumer Discretionary | Equity | 0.71% |
| Sandhar Technologies Ltd | Consumer Discretionary | Equity | 0.67% |
| Mahindra CIE Automotive Ltd | Consumer Discretionary | Equity | 0.67% |
| Shriram Pistons & Rings Ltd | Consumer Discretionary | Equity | 0.63% |
| Escorts Kubota Ltd | Industrials | Equity | 0.58% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.54% |
| Sundram Fasteners Ltd | Industrials | Equity | 0.54% |
| VRL Logistics Ltd | Industrials | Equity | 0.50% |
| Carraro India Ltd. | Industrials | Equity | 0.50% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 0.47% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 0.44% |
| SKF India (Industrial) Ltd | Industrials | Equity | 0.44% |
| Adani Enterprises Ltd | Materials | Equity | 0.42% |
| Ceat Ltd | Consumer Discretionary | Equity | 0.34% |
| Dhoot Transmission Ltd | Consumer Discretionary | Equity | 0.26% |
| TCI Express Ltd | Industrials | Equity | 0.19% |
| SKF India Ltd | Industrials | Equity | 0.17% |
| GOVERNMENT OF INDIA 34539 GOI 03JU29 7.04 FV RS 100 | Entities | GOI Securities | 0.12% |
| Others CBLO | Unspecified | CBLO | 0.03% |
| Radiant Cash Management Services Ltd | Industrials | Equity | 0.02% |
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 | +15.1% | +16.2% | +10.5% | +15.9% |
| Category average (Equity Thematic) | +16.1% | +18.7% | +11.5% | +15.4% |
| Rank (Equity Thematic) | 7 | 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
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%.
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 ₹4,09,225 Cr and the Latest NAV as of 07 Oct 2026 is ₹277.24.
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₹4,09,224.68 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,