Overview (as on 04 Aug 2021)
NAV
₹132.9039
1y returns
48.954%
Fund AUM
₹1,458 Cr
Expense Ratio
1.21%
Min SIP
₹500
Min Lumpsum
₹5,000
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (98.72%)
Debt & Cash (1.28%)
Sector Allocation
Consumer
83.23%
Industrials
16.77%
Size Breakup
Large Cap
76.87%
Mid Cap
14.85%
Small Cap
8.28%
Key Metrics
Beta
0.0
Std deviation
24.56%
Sharpe Ratio
0.14
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Net Current Assets
Cash
1.28%
Fund Details
Investment Objectives
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.
Scheme Name
UTI Transportation & Logistics Fund-Growth Option- Direct
Scheme Document
Exit Load
For 0 - 30 Days: 1%
After 30 Days : 0%
Plan Started
01 January, 2013
Fund Manager
Sachin Trivedi
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
service@uti.co.in
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.21% | 50.49% | |
| Direct | 1.21% | 48.96% | |
| Regular | 2.41% | 48.82% | |
| Regular | 2.41% | 47.31% |
Peer Funds
UTI Transportation & Logistics Fund-Growth Opti...
NAV
₹132.9039
INDmoney Analysis
Return Score
Excellent
Risk Score
Below Average
Fund is in Top 20 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Manager
Sachin Trivedi
leader
Work Experience
"null"
