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UTI - Transportation and Logistics Fund

Rating (source: Value Research)

NAV as on 23/10/2017 for

Rs. 53.775-0.1909 (0.35%)
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)
1287.33 (as of 30th Sep 2017 )
Number of investors
133307 (as of 30th Sep 2017 )
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.

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
Portfolio (as of Mar 2017)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
64.00 24.00 12.00

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 30th Jun 2017)
Asset Allocation (as of 31st Mar 2017)

Market Capitalisation (%)

Large Mid Small
64.00 24.00 12.00
Detailed Portfolio (as of 30th Jun 2017)
Equity % to NAV
MAHINDRA CIE AUTOMOTIVE LTD 1.26
ESCORTS LTD. 2.79
NCA 6.15
AUTOMOTIVE AXLES LTD. 1.01
GATEWAY DISTRIPARKS LTD. 1.11
TIMKEN INDIA LTD. 1.13
SUBROS LTD. 1.14
CASTROL INDIA LTD. 1.26
VRL LOGISTICS LTD 1.29
IGARASHI MOTORS INDIA LTD. 1.31
TUBE INVESTMENTS OF INDIA LTD. 1.33
FAG BEARINGS INDIA LIMITED 1.34
ASAHI INDIA GLASS LTD. 1.40
AMARRAJA BATTERIES LTD. 1.87
EXIDE INDUSTRIES LTD. 1.90
WABCO INDIA LTD. 1.91
ASHOK LEYLAND LTD. 1.99
RANE HOLDINGS LTD. 2.10
SUNDRAM FASTENERS LTD. 2.41
BOSCH LTD. 2.58
BHARAT FORGE LTD. 1.18
APOLLO TYRES LTD. 1.04
CONTAINER CORPORATION OF INDIA LTD 3.03
OTH 4.62
TATA MOTORS LTD. 9.95
MRF LTD. 3.84
BAJAJ AUTO LTD. 3.50
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD 4.79
EICHER MOTORS LTD 5.49
HERO MOTOCORP LTD. 6.69
MARUTI SUZUKI INDIA LTD. 11.95
MAHINDRA & MAHINDRA LTD. 6.64
Fund Manager - Biography
Fund Manager

Mr. Sachin Trivedi

Sachin Trivedi is Senior Vice President & Co-Fund Manager – Equity at UTI AMC Ltd. He 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 16 years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors.

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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