UTI-Transportation Logistics Fund (Equity, Equity Thematic)

High
14 yrs 5 monthsStarted on:07 Apr 2004
₹ 1691.39 Cras on: 13 Aug 2018
Long Term Horizon
2.43%
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 YR7.62
2 YR10.67
3 YR8.92

SIP Returns

TenureReturns (CAGR)
2 YR5.98
3 YR10.23
5 YR17.77
10 YR23.96

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.16.74
Mahindra & Mahindra Ltd.8.97
Tata Motors Ltd.6.7
Hero Motocorp Ltd.5.5
Adani Ports and Special Economic Zone Ltd.5.08
Eicher Motors Ltd.4.88
Container Corpn. Of India Ltd.4.58
Bajaj Auto Ltd3.35
MRF Ltd.3.1
Apollo Tyres Ltd.3.03

Top Sectoral Holdings

Sector Name% Assets
Automobile72.05
Services13.41
Engineering7.72
Metals1.13
Construction0.86

Indicators

LabelValue
Portfolio turnover ratio13
Standard Deviation15.79%
Sharpe Ratio0.26

Sachin Trivedi

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