UTI Asset Management Company Private Limited

UTI-Transpotation and Logistics Fund-Growth Option

EquitySector Specific - Transportation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return11.4%
  • 3 yr return17.2%
  • 5 yr return4%
  • Expense Ratio2.36%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees1930.7
  • NAVRupees149.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Investing Predominantly In Equity And Equity Related Securities Of Companies Engaged In The Transportation And Logistics Sector. However, There Can Be No Assurance Or Guarantee That The Investment Objective Of The Scheme Would Be Achieved.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • EQ - MAHINDRA & MAHINDRA LTD. 13.6
  • EQ - MARUTI SUZUKI INDIA LTD. 13.1
  • EQ - EICHER MOTORS LTD 8.9
  • EQ - TATA MOTORS LTD. 8.1
  • EQ - ADANI PORTS AND SPECIAL ECONO 7
  • EQ - BAJAJ AUTO LTD. 6.9
  • EQ - ASHOK LEYLAND LTD 4.3
  • EQ - HERO MOTOCORP LTD. 3.7
  • NET CURRENT ASSETS 3.5
  • EQ - APOLLO TYRES LTD. 3
  • EQ - TVS MOTOR COMPANY LTD 2.8
  • Sectors %
  • Automobiles73.3
  • Transporation14.4
  • Agriculture4.9
  • Cash/Deposits/Margins/Treps/Repo/Swaps3.5
  • Industrial Products1.8

Fund House