UTI Transportation and Logistics Fund (Equity, Equity Thematic)

High
15 yrs 8 monthsStarted on:07 Apr 2004
₹ 1422.25 Cras on: 20 Nov 2019
Long Term Horizon
2.47%
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)
1 Month0.20
3 Month12.72
3 YR0.29

SIP Returns

TenureReturns (CAGR)
10 YR13.15

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.18.53
Eicher Motors Ltd.8.06
Tata Motors Ltd.6.38
Mahindra & Mahindra Ltd.5.93
Hero Motocorp Ltd.5.89
Adani Ports and Special Economic Zone Ltd.5.19
Container Corpn. Of India Ltd.5.02
Bajaj Auto Ltd4.65
MRF Ltd.3.09
Ashok Leyland Ltd.2.76

Top Sectoral Holdings

Sector Name% Assets
Automobile70.42
Services17
Engineering8.81
Metals0.79
Construction0.18

Indicators

LabelValue
Portfolio turnover ratio8
Standard Deviation18.14%

Sachin Trivedi

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