UTI Transportation & Logistics Fund

Equity - Sectoral

UTI Transportation and Logistic Fund is a unique offering that endeavors to capitalize from growth opportunities of Automobile, Auto OEMs & Logistics industries in India which are closely linked to rising income levels and improving aspirations.

Snapshot

Fund Type
Inception
Risk Metric
Returns
1 Year
3 Year
5 Year
NAV

Fund Facts

Month End AuM
Monthly Avg. AuM
No. of Folio Accounts
Minimum Investment Amount
Total Expense Ratio
Benchmark Index
Special Facitilities
Exit Load

Fund Performance

Period Fund Performance Vs Benchmark (CAGR) Growth for Rs 10,000 /-
NAV (%) NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

Fund Benchmark Net
Current Asset Allocation
Top 10 Holdings
View All
Name Weight(%)
Overweight (Top 5)
Underweight (Top 5)

Quantitative Indicators

Quantitative Indicators Fund Benchmark

Fund Managers

Frequently asked questions

    What are UTI transportation and logistics fund?

    UTI Transportation and Logistics Fund is a unique offering that invests in companies comprising of sectors/ sub-sectors including Auto/ Auto ancillary, Railway, Ports, Airports, Airlines, Roads, Shipping, Shipyards, Courier, Logistics and other ancillary sectors catering to Transportation & Logistics.

    Why Should I Invest in UTI transportation and logistics fund?

    - The Fund endeavor to benefit from growing income levels, increasing aspirations and also led by low vehicle penetration in India, relative to the similar economies is a signal for an uptick in the future demand and would be a positive factor for the sector.
    - The Fund would be agnostic to market capitalization spectrum and may take concentrated exposure to certain stocks therefore endeavor to benefit from their underlying growth.
    - The Fund is an ideal fund for a tactical allocation, with relatively better return potential over the diversified equity funds.

    How to Invest in UTI transportation and logistics fund?

    Investing in UTI small cap fund is very simple. Investors can simple log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centres (UFCs). Alternatively, you may also approach mutual fund distributors, financial advisors or various online platform for investments.

    What are the benefits of investing in a UTI transportation and logistics funds?

    - The Fund endeavor to benefit from growing income levels, increasing aspirations and also led by low vehicle penetration in India, relative to the similar economies is a signal for an uptick in the future demand and would be a positive factor for the sector.
    - The Fund would be agnostic to market capitalization spectrum and may take concentrated exposure to certain stocks therefore endeavor to benefit from their underlying growth.
    - The Fund is an ideal fund for a tactical allocation, with relatively better return potential over the diversified equity funds.