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

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
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
12.43%
11.8%
6.32%
Others
48.38%
View all Holdings
Holdings Sector Instrument Asset
M & M Automobile Equity 12.43%
Maruti Suzuki Automobile Equity 12.4%
Tata Motors Automobile Equity 11.8%
Eicher Motors Automobile Equity 8.67%
Bajaj Auto Automobile Equity 6.32%
Adani Ports Infrastructure Developers & Operators Equity 5.13%
Ashok Leyland Automobile Equity 4.4%
Hero Motocorp Automobile Equity 4.32%
Interglobe Aviat Air Transport Service Equity 3.29%
TVS Motor Co. Automobile Equity 2.56%
Apollo Tyres Tyres Equity 2.47%
Samvardh. Mothe. Auto Ancillaries Equity 2.19%
Sundram Fasten. Auto Ancillaries Equity 1.81%
Endurance Tech. Auto Ancillaries Equity 1.64%
Bharat Forge Castings, Forgings & Fastners Equity 1.62%
Bosch Auto Ancillaries Equity 1.51%
Container Corpn. Logistics Equity 1.51%
M & M Fin. Serv. Finance Equity 1.47%
Motherson Wiring Auto Ancillaries Equity 1.46%
Schaeffler India Bearings Equity 1.33%
CIE Automotive Castings, Forgings & Fastners Equity 1.19%
VRL Logistics Logistics Equity 1.12%
Subros Auto Ancillaries Equity 1.07%
Sandhar Tech Auto Ancillaries Equity 0.81%
Mahindra Logis. Logistics Equity 0.75%
Jamna Auto Inds. Auto Ancillaries Equity 0.7%
Escorts Kubota Automobile Equity 0.58%
Guj Pipavav Port Marine Port & Services Equity 0.36%
Radiant Cash Miscellaneous Equity 0.27%
Minda Corp Auto Ancillaries Equity 0.17%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.16%
MRF Tyres Equity 0.11%
GE Shipping Co Shipping Equity 0.11%
Automobiles
58.5%
Auto Components
16.46%
Transport Services
6.78%
Transport Infrastructure
5.49%
Agricultural, Commercial
4.98%
Others
7.79%
View all Sectors
Sectors Asset
Automobiles 58.5%
Auto Components 16.46%
Transport Services 6.78%
Transport Infrastructure 5.49%
Agricultural, Commercial 4.98%
Cash & Others 4.14%
Industrial Products 1.62%
Finance 1.47%
Commercial Services & Sup 0.27%
Retailing 0.16%
Debt 0.1%
Others 0.03%
Equity
95.73%
Net Curr Ass/Net Receivables
4.14%
T-Bills
0.1%
Fixed Deposit
0.03%

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

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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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
  1. Automobiles - 58.5%
  2. Auto Components - 16.46%
  3. Transport Services - 6.78%
  4. Transport Infrastructure - 5.49%
  5. 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
  1. M & M - 12.43%
  2. Maruti Suzuki - 12.4%
  3. Tata Motors - 11.8%
  4. Eicher Motors - 8.67%
  5. 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.
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