UTI-Transportation Logistics Fund (Equity, Others)

High
14 yrs 1 monthsStarted on:07 Apr 2004
₹ 1524.58 Cras on: 20 Apr 2018
Long Term Horizon
2.46%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

An open-ended equity fund with the objective to provide Capital appreciation through investments in the stocks of the companies engaged in providing transportation services, design, manufacture, distribution or sale of transportation equipment and companies in he logistics sector.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month6.09
1 YR18.98
2 YR19.82
3 YR13.61

SIP Returns

TenureReturns (CAGR)
1 YR14.08
2 YR18.47
3 YR17.23
5 YR25.22
10 YR26.42

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.15.45
Tata Motors Ltd.8.74
Mahindra & Mahindra Ltd.7.15
Hero Motocorp Ltd.7.09
Adani Ports and Special Economic Zone Ltd.4.99
Eicher Motors Ltd.4.96
Container Corpn. Of India Ltd.4.61
Ashok Leyland Ltd.3.26
MRF Ltd.3.09
Apollo Tyres Ltd.2.99

Top Sectoral Holdings

Sector Name% Assets
Automobile71.7
Services12.54
Engineering8.27
Metals1.04
Construction0.94

Indicators

LabelValue
Portfolio turnover ratio14
Standard Deviation15.69%
Sharpe Ratio0.48

Sachin Trivedi

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