UTI-Transportation & Logistics Fund – Direct Growth
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.97 %
Expense Ratio
Rating
2,358
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.9% | 27.5% | 9.5% | 18.4% | ||||
| Category Average | 9.1% | 20.5% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
1.16
Alpha
4.72
SD
0.67
Beta
0.48
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment. |
|---|
Fund Objective
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Managers
Sachin Trivedi
Sachin Trivedi is currently a Senior Vice President and Designated Head of Research and Fund Manager, Equities at UTI AMC Ltd. He is a B.com graduate from Narsee Monjee College of Commerce, Mumbai. He holds a Post Graduate Diploma in Management (MMS) from the KJ Somaiya Institute of Management Studies & Research, University of Mumbai. He also holds a CFA charter, awarded by the CFA Institute, USA. He started his career at UTI in June 2001. Sachin has 16 years of research and portfolio management experience. In research, he specialized in automotive suppliers, utilities, capital goods, and logistics.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,917
-
32.9%Fund Size - 2,917
-
40.8%Fund Size - 2,917
-
19.8%Fund Size - 2,917
-
- Equity .
- Sectoral / Thematic .
-
- 1,486
-
29.3%Fund Size - 1,486
-
36.9%Fund Size - 1,486
-
17.4%Fund Size - 1,486
-
- Equity .
- Sectoral / Thematic .
-
- 110
-
19.6%Fund Size - 110
-
32.7%Fund Size - 110
-
16.6%Fund Size - 110
-
- Equity .
- Sectoral / Thematic .
-
- 989
-
26.4%Fund Size - 989
-
29%Fund Size - 989
-
15.4%Fund Size - 989
-
- Equity .
- Sectoral / Thematic .
-
- 10,722
-
7%Fund Size - 10,722
-
28.8%Fund Size - 10,722
-
21.1%Fund Size - 10,722
AMC Contact Details
UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
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equity
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- Large Cap .
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- 654
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18.9%Fund Size - 654
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23.4%Fund Size - 654
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14.9%Fund Size - 654
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- Large Cap .
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- 10,202
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10%Fund Size - 10,202
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19.8%Fund Size - 10,202
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14.4%Fund Size - 10,202
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- Equity .
- Large Cap .
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- 15,583
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18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in UTI-Transportation & Logistics Fund – Direct Growth ?
You can invest in UTI-Transportation & Logistics Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Transportation & Logistics Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Transportation & Logistics Fund – Direct Growth ?
The NAV of UTI-Transportation & Logistics Fund – Direct Growth is ₹198 as of 18 August 2023.
How to redeem UTI-Transportation & Logistics Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Transportation & Logistics Fund – Direct Growth?
The minimum SIP amount of UTI-Transportation & Logistics Fund – Direct Growth is ₹500
What are the top sectors UTI-Transportation & Logistics Fund – Direct Growth has invested in?
The top sectors UTI-Transportation & Logistics Fund – Direct Growth has invested in are
- Automobiles - 58.5%
- Auto Components - 16.46%
- Transport Services - 6.78%
- Transport Infrastructure - 5.49%
- Agricultural, Commercial - 4.98%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Transportation & Logistics Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of UTI-Transportation & Logistics Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have UTI-Transportation & Logistics Fund – Direct Growth generated ?
The UTI-Transportation & Logistics Fund – Direct Growth has delivered 18.4% since inception
What is the expense ratio of UTI-Transportation & Logistics Fund – Direct Growth ?
The expense ratio of UTI-Transportation & Logistics Fund – Direct Growth is 0.97 % as of 18 August 2023.
What is the AUM of UTI-Transportation & Logistics Fund – Direct Growth?
The AUM of UTI-Transportation & Logistics Fund – Direct Growth is ₹2,48,191 Cr as of 18 August 2023
What are the top stock holdings of UTI-Transportation & Logistics Fund – Direct Growth?
The top stock holdings of UTI-Transportation & Logistics Fund – Direct Growth are
- M & M - 12.43%
- Maruti Suzuki - 12.4%
- Tata Motors - 11.8%
- Eicher Motors - 8.67%
- Bajaj Auto - 6.32%
How can I redeem my investments in UTI-Transportation & Logistics Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Transportation & Logistics Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Transportation & Logistics Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.