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UTI - Transportation and Logistics Fund Rating (source: Value Research)

NAV as on 16/05/2012 for

Rs. 28.360-0.36 (1.27%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview
  • Performance
  • Portfolio
  • Fund Manager
  • Scheme Documents
  • Fees
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. At least 90% of the funds will be invested in equity and equity related instruments. Atleast 80% of the funds will be invested in equity and equity related instruments of the companies principally engaged in providing transportation services, companies principally engaged in the design, manufacture, distribution, or sale of transportation equipment and companies in the logistics sector. Upto 10% of the funds will be invested in cash/money market instruments.
Investment Information
Fund type
Open ended
Date of Inception
11/04/2008
Investment Plan
Growth Retail
Fund size (Rs.Cr)
62.39 (as of 30th Apr 2012 )
Number of investors
22463 (as of 30th Apr 2012 )
Min. Investment
5000
Last Dividend
N.A.
Bonus
N.A.
Fund Managers
Fund Manager

Mrs. Swati Kulkarni

Swati Kulkarni is Executive Vice President and Fund Manager – Equities at UTI AMC Ltd.

Know More
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
Performance (as of 31st Mar 2012)

Absolute Returns

Period Returns (%)
2009-2010 125.96
2010-2011 11.37
2011-2012 8.90
Since Inception 19.30
View detailed performance

Portfolio (as of 17th May 2012)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
32.00 43.00 25.00

View complete asset allocation

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 30th Apr 2012)
Asset Allocation (as of 30th Apr 2012)

Market Capitalisation (%)

Large Mid Small
32.00 43.00 25.00
Detailed Portfolio (as of 30th Apr 2012)
Equity % to NAV
HBL POWER SYSTEMS LTD. 0.63
GUJARAT PIPAVAV PORT LTD. 2.40
CEAT LTD. 2.10
TIMKEN INDIA LTD. 1.84
GATEWAY DISTRIPARKS LTD. 1.82
AMTEK AUTO LTD. 1.78
TEXMACO RAIL & ENGINEERING LTD 1.66
JK TYRE & INDUSTRIES LTD. 1.57
ESCORTS LTD. 1.55
GREAT EASTERN SHIPPING CO. LTD. 0.20
ASAHI INDIA GLASS LTD. 1.05
ENKEI WHEELS (INDIA) LTD. 0.61
ALICON CASTALLOY LIMITED 0.43
BAJAJ AUTO LTD. 2.87
NCA 5.14
SUBROS LTD. 1.15
BOSCH LTD. 7.30
MAHINDRA & MAHINDRA LTD. 2.50
EXIDE INDUSTRIES LTD. 2.53
TATA MOTORS LTD. 8.22
MRF LTD. 8.44
WABCO INDIA LTD. 6.03
HERO MOTOCORP LTD. 5.35
BHARAT FORGE LTD. 4.40
AMARRAJA BATTERIES LTD. 4.13
APOLLO TYRES LTD. 3.53
MARUTI SUZUKI INDIA LTD. 3.24
CASTROL INDIA LTD. 3.20
ASHOK LEYLAND LTD. 2.93
TVS MOTOR COMPANY LTD 2.92
EICHER MOTORS LTD 8.48
Fund Manager - Biography
Fund Manager

Mrs. Swati Kulkarni

Swati Kulkarni is Executive Vice President and Fund Manager – Equities at UTI AMC Ltd.

After her graduation in Commerce, she went on to earn her Masters in Financial Management from Narsee Monjee Institute of Management Studies from University of Mumbai, where she also distinguished herself as a rank holder. Swati holds CFA charter conferred by CFA Institute, USA. She is also a Certified Associate of Indian Institute of Bankers (CAIIB).

Swati has a professional experience of 20 years, 19 years of which she has been with UTI AMC. She has been a Fund Manager since 2004. Earlier she was part of the Fund Management team involved in analyzing companies across sectors, while assisting the Fund Managers. She has handled Mutual Fund Research, Market Research, Product Reviews and Quantitative Analysis as part of the Research and Planning team at UTI. Her previous assignment was with Reliance Industries Ltd in the Financial Planning Cell.

Swati was recognised among the top three India’s Best Fund Managers in Equity category by Outlook Money in 2010.

Download Fund Documents
Load Structure
Entry Load Holding Period Exit Load
NIL < 1Year 1%
NIL >= 1Year NIL
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2
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3
Print and sign the form and send it with required documents at our nearest office or our executive will come and collect them
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