UTI Transportation and Logistics (Equity, Equity Thematic)

High
14 yrs 11 monthsStarted on:07 Apr 2004
₹ 1368.05 Cras on: 22 Feb 2019
Long Term Horizon
2.48%
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

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Tenure

TenureReturns (CAGR)
3 YR5.93

SIP Returns

TenureReturns (CAGR)
5 YR1.59
10 YR16.62

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.15.33
Mahindra & Mahindra Ltd.8.06
Tata Motors Ltd.6.77
Eicher Motors Ltd.6.11
Container Corpn. Of India Ltd.5.55
Adani Ports and Special Economic Zone Ltd.4.93
Hero Motocorp Ltd.4.82
Bajaj Auto Ltd4.45
MRF Ltd.2.96
Amara Raja Batteries Ltd.2.81

Top Sectoral Holdings

Sector Name% Assets
Automobile68.48
Services15.59
Engineering9.97
Metals1.03
Construction0.23

Indicators

LabelValue
Portfolio turnover ratio9
Standard Deviation18.23%
Sharpe Ratio0.01

Sachin Trivedi

Mr. Sachin Trivedi is a CFA.
He has been associated with UTI AMC for over a decade.