ST
Sachin TrivediFund Manager Since 22 Sept 2016
EquityEquity - Other
UTI Transportation & Logistics Fund-Growth Option- Direct
3Y Annualised
19.31%
-1.27% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.59%
-1.27% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 11 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹4262.90 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Exit Load (As % of NAV) less than 30 days - 1% and equal to or greater than 30 days - Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal S&P BSE Low Volatility ETF
9.26%
2nd
Samco Active Momentum Fund Direct Growth
8.65%
3rd
Samco Active Momentum Fund Regular Growth
8.53%
4th
Motilal Oswal Nifty 200 Momentum 30 ETF
8.47%
5th
Edelweiss Recently Listed IPO Fund Direct Plan Growth
7.71%
568th
UTI Transportation & Logistics Fund-Growth Option- Direct
-0.59%
Fund Managers
About UTI Transportation & Logistics Fund-Growth Option- Direct
UTI Transportation & Logistics Fund-Growth Option- Direct is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. UTI Transportation & Logistics Fund-Growth Option- Direct has ₹4262.90 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of UTI Transportation & Logistics Fund-Growth Option- Direct as of Wed Sep 02 2026 is ₹346.0114. The fund has an expense ratio of 0.87%, which is medium comparable to most other Equity funds.
UTI Transportation & Logistics Fund-Growth Option- Direct returns for the last 1 year are 6.92%. Since launch, it has delivered 18.82% average annual returns.
The UTI Transportation & Logistics Fund-Growth Option- Direct has the majority of its money invested in Consumer Cyclical, Industrials sectors.
Top 5 Holdings of UTI Transportation & Logistics Fund-Growth Option- Direct.
- Mahindra & Mahindra Ltd: 12.87%
- Eternal Ltd: 9.77%
- Maruti Suzuki India Ltd: 8.88%
- Eicher Motors Ltd: 7.70%
- Bajaj Auto Ltd: 6.29%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Transportation & Logistics Fund-Growth Option- Direct
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
