UTI Transportation and Logistics Fund (Equity, Equity Thematic)

High
15 yrs 10 monthsStarted on:07 Apr 2004
₹ 1360.14 Cras on: 20 Jan 2020
Long Term Horizon
2.18%
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)
YTD1.91
1 Month3.96
3 Month4.49
3 YR0.11

SIP Returns

TenureReturns (CAGR)
1 YR10.32
10 YR13.46

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.17.77
Eicher Motors Ltd.8.09
Tata Motors Ltd.6.96
Hero Motocorp Ltd.5.57
Mahindra & Mahindra Ltd.5.43
Container Corpn. Of India Ltd.5.1
Adani Ports and Special Economic Zone Ltd.5.01
Bajaj Auto Ltd4.77
MRF Ltd.3.55
Ashok Leyland Ltd.2.62

Top Sectoral Holdings

Sector Name% Assets
Automobile71.31
Services17.08
Engineering9.24
Metals1.09

Indicators

LabelValue
Portfolio turnover ratio9
Standard Deviation17.66%

Sachin Trivedi

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