UTI Transportation and Logistics Fund (Equity, Equity Thematic)

High
15 yrs 5 monthsStarted on:07 Apr 2004
₹ 1185.81 Cras on: 23 Aug 2019
Long Term Horizon
2.52%
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
ICICI Pru FMCG Fund
Current NAV 229.29
Return (CAGR) 16.59%
Value Research NA
SBI Magnum Equity ESG Fund
Current NAV 100.33
Return (CAGR) 14.67%
Value Research NA
Franklin India Opportunities Fund
Current NAV 66.73
Return (CAGR) 10.22%
Value Research NA
Reliance Quant Retail Fund
Current NAV 23.67
Return (CAGR) 7.73%
Value Research NA
Aditya Birla SL Manufacturing Equity Fund
Current NAV 11.89
Return (CAGR) 3.87%
Value Research NA

Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR11.51

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.15.62
Mahindra & Mahindra Ltd.7.52
Container Corpn. Of India Ltd.6.25
Eicher Motors Ltd.6.07
Adani Ports and Special Economic Zone Ltd.6.05
Hero Motocorp Ltd.5.88
Tata Motors Ltd.5.84
Bajaj Auto Ltd4.32
Interglobe Aviation Ltd.4
MRF Ltd.2.98

Top Sectoral Holdings

Sector Name% Assets
Automobile66.56
Services20.4
Engineering9.72
Metals0.91
Construction0.21

Indicators

LabelValue
Portfolio turnover ratio7
Standard Deviation17.06%

Sachin Trivedi

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