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UTI - Transportation and Logistics Fund

Rating (source: Value Research)

NAV as on 02/12/2016 for

Rs. 42.078-0.5018 (1.19%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
    Structure
  • Management
    Commentary
  • Creation Unit/
    Portfolio
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • Investment Objective is "capital appreciation" through investments in stocks of the companies engaged in the transportation and logistics sector.
Investment Information
Fund type
Open ended
Date of Inception
11/04/2008
Investment Plan
Income Retail
Fund size (Rs.Cr)
901.53 (as of 31st Oct 2016 )
Number of investors
86270 (as of 31st Oct 2016 )
Min. Investment
5000
Last Dividend
3
Bonus
N.A.
Options Available

Growth option, Dividend option with Payout and Reinvestment

(SIP, SWP & Trigger)

Fund Managers
Fund Manager

Mr. Sachin Dinesh Trivedi

Mr. Sachin Dinesh Trivedi holds portfolio responsibility and is the Co – Fund Manager – UTI Energy Fund.

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Who Should Invest
  1. Suitable for a regular equity investor who has a higher risk appetite. Such a fund can be used to complement their core portfolio holdings. Suggested investment horizon is 2- 3 years
Portfolio (as of Oct 2016)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
56.00 31.00 13.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in equity instruments of the companies engaged in the transportation and logistics sector
  • High Risk Level

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Sectoral Breakdown (as of 31st Oct 2016)
Asset Allocation (as of 31st Oct 2016)

Market Capitalisation (%)

Large Mid Small
56.00 31.00 13.00
Detailed Portfolio (as of 31st Oct 2016)
Equity % to NAV
RANE HOLDINGS LTD. 1.29
MAHINDRA CIE AUTOMOTIVE LTD 1.32
GATEWAY DISTRIPARKS LTD. 1.37
IGARASHI MOTORS INDIA LTD. 1.38
GUJARAT PIPAVAV PORT LTD. 1.26
ASAHI INDIA GLASS LTD. 1.44
OTH 4.78
VRL LOGISTICS LTD 1.43
MINDA CORPORATION LTD 1.24
AUTOMOTIVE AXLES LTD. 1.24
APOLLO TYRES LTD. 1.12
SUBROS LTD. 0.99
NCA 12.00
TUBE INVESTMENTS OF INDIA LTD. 1.60
ESCORTS LTD. 2.08
IRB INFRASTRUCTURE DEVELOPERS LTD. 1.04
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD 5.11
TATA MOTORS LTD. 8.93
HERO MOTOCORP LTD. 8.92
EICHER MOTORS LTD 2.00
MARUTI SUZUKI INDIA LTD. 6.19
FAG BEARINGS INDIA LIMITED 1.71
BAJAJ AUTO LTD. 4.58
BOSCH LTD. 4.13
WABCO INDIA LTD. 2.51
SUNDRAM FASTENERS LTD. 2.30
CONTAINER CORPORATION OF INDIA LTD 2.21
EXIDE INDUSTRIES LTD. 2.17
AMARRAJA BATTERIES LTD. 2.02
MRF LTD. 2.39
MAHINDRA & MAHINDRA LTD. 7.42
CASTROL INDIA LTD. 1.83
Fund Manager - Biography
Fund Manager

Mr. Sachin Dinesh Trivedi

Sachin is a B.com graduate from Narsee Monjee College of Commerce, Mumbai and holds a post-graduate degree in management (MMS) from the K. J. Somaiya Institute of Management Studies & Research, Mumbai University. He also holds a CFA charter since 2004 conferred on him by the CFA Institute, USA.

He began his career in June 2001, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portfolio responsibility and is the Co – Fund Manager – UTI Energy Fund.

Download Fund Documents
Minimum Investment Amount Rs. 5000/-
Period of Holding

<= 548 days >548 days

Entry Load Nil
Exit Load(as % of NAV) Less than one year - 1%
Greater than or equal to one Year- Nil
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