UTI Transportation & Logistics Fund Direct Growth

UTI Transportation & Logistics Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sachin Trivedi. The fund could potentially beat inflation in the long-run.

1. UTI Transportation & Logistics Fund Direct Growth has ₹3447 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.8.
   

UTI Transportation & Logistics Fund Direct Growth has given a CAGR return of 19.47% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -1.33%, 25.87% and 29.28% respectively.

UTI Transportation & Logistics Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial, Government. Its top holdings are Mahindra & Mahindra Ltd, Maruti Suzuki India Ltd, Eicher Motors Ltd, InterGlobe Aviation Ltd, Bajaj Auto Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. UTI Transportation & Logistics Fund Direct Growth has no lock in period.