UTI Transportation and Logistics (Equity, Equity Thematic)

High
14 yrs 9 monthsStarted on:07 Apr 2004
₹ 1489.43 Cras on: 14 Dec 2018
Long Term Horizon
2.46%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

Similar Funds
Franklin India Opportunities
Current NAV 1114.25
Return (CAGR) 10.84%
Crisil Ranking 3
Value Research NA
ICICI Pru FMCG
Current NAV 1114.25
Return (CAGR) 17.33%
Crisil Ranking NA
Value Research NA
SBI Magnum Equity ESG
Current NAV 1114.25
Return (CAGR) 14.97%
Crisil Ranking 5
Value Research NA
Reliance Quant Retail
Current NAV 1114.25
Return (CAGR) 8.57%
Crisil Ranking NA
Value Research NA
Aditya Birla SL Manufacturing Equity
Current NAV 1114.25
Return (CAGR) 7.56%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
1 Month1.44
2 YR5.21
3 YR6.54

SIP Returns

TenureReturns (CAGR)
5 YR7.46
10 YR19.64

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.16.24
Mahindra & Mahindra Ltd.8.61
Eicher Motors Ltd.6.16
Tata Motors Ltd.5.9
Container Corpn. Of India Ltd.5.25
Hero Motocorp Ltd.5.17
Adani Ports and Special Economic Zone Ltd.4.88
Bajaj Auto Ltd4.39
MRF Ltd.2.98
Apollo Tyres Ltd.2.81

Top Sectoral Holdings

Sector Name% Assets
Automobile70.05
Services14.79
Engineering9.35
Metals1.04
Construction0.22

Indicators

LabelValue
Portfolio turnover ratio9
Standard Deviation17.95%
Sharpe Ratio0

Sachin Trivedi

Mr. Sachin Trivedi is a CFA.
He has been associated with UTI AMC for over a decade.
© CRISIL Limited 2017. All Rights Reserved