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UTI - Transportation and Logistics Fd

Rating (source: Value Research)
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:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    1125.45 (as of 31st May 2017)

  • NUMBER OF INVESTORS:

    107533 (as of 31st May 2017)

  • MINIMUM INVESTMENT:

    5000

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

Who should invest?
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

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

OPTIONS AVAILABLE
SIP & SWP & Trigger

Period Returns (%)
2014-2015 5.72
2015-2016 4.78
2016-2017 N.A.
Since Inception 23.57

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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