ST
Sachin TrivediFund Manager Since 22 Sept 2016
EquityEquity - Other
UTI Transportation & Logistics Fund Regular Plan Growth
3Y Annualised
24.28%
1.20% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
5.71%
1.20% 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 2 months
NIFTY 50
4 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹3447.34 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 Nifty Capital Market ETF
28.07%
2nd
Groww Nifty India Defence ETF FoF Direct Growth
27.24%
3rd
Groww Nifty India Defence ETF FoF Direct Reinvestment Inc Dist cum Cap Wdrl
27.24%
4th
Groww Nifty India Defence ETF FoF Direct Payout Inc Dist cum Cap Wdrl
27.24%
5th
Groww Nifty India Defence ETF FoF Regular Reinvestment Inc Dist cum Cap Wdrl
27.19%
485th
UTI Transportation & Logistics Fund Regular Plan Growth
5.71%
Fund Managers
About UTI Transportation & Logistics Fund Regular Plan Growth
UTI Transportation & Logistics Fund Regular Plan Growth is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 21 years, having been launched on 2004-04-11. UTI Transportation & Logistics Fund Regular Plan Growth has ₹3447.34 Cr worth of assets under management (AUM) as of Sun Jun 08 2025. The latest Net Asset Value (NAV) of UTI Transportation & Logistics Fund Regular Plan Growth as of Fri Jun 06 2025 is ₹258.0859. The fund has an expense ratio of 1.96%, which is medium comparable to most other Equity funds.
UTI Transportation & Logistics Fund Regular Plan Growth returns for the last 1 year are -1.21%. Since launch, it has delivered 16.61% average annual returns.
The UTI Transportation & Logistics Fund Regular Plan Growth has the majority of its money invested in Consumer Cyclical, Industrials sectors.
Top 5 Holdings of UTI Transportation & Logistics Fund Regular Plan Growth.
- Mahindra & Mahindra Ltd: 14.30%
- Maruti Suzuki India Ltd: 9.70%
- Eicher Motors Ltd: 9.04%
- InterGlobe Aviation Ltd: 6.00%
- Bajaj Auto Ltd: 5.99%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2004-04-11 |
| 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 Regular Plan Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from UTI Asset Management Co Ltd
UTI Conservative Hybrid Fund Regluar Plan Growth
AllocationConservative Allocation
3Y CAGR
11.18%
expense ratio
1.81%
fund size
₹1665.56 Cr
UTI MNC Fund Regular Plan Growth
EquityEquity - Other
3Y CAGR
14.72%
expense ratio
2.05%
fund size
₹2792.68 Cr
UTI Large cap Fund Regular Plan Growth
EquityLarge-Cap
3Y CAGR
14.88%
expense ratio
1.76%
fund size
₹12607.55 Cr
UTI Mid Cap Fund Regular Plan Growth
EquityMid-Cap
3Y CAGR
21.33%
expense ratio
1.77%
fund size
₹11642.99 Cr
UTI Value fund Fund-Direct Growth Option
EquityValue
3Y CAGR
22.27%
expense ratio
1.12%
fund size
₹9572.97 Cr
FAQs
What is the current NAV of UTI Transportation & Logistics Fund Regular Plan Growth?
What are the average returns of UTI Transportation & Logistics Fund Regular Plan Growth?
How do I invest in UTI Transportation & Logistics Fund Regular Plan Growth?
What is the expense ratio of UTI Transportation & Logistics Fund Regular Plan Growth?
What are net assets under management (AUM) of UTI Transportation & Logistics Fund Regular Plan Growth?
What is the PE and PB ratio of UTI Transportation & Logistics Fund Regular Plan Growth?
What are the top 5 holdings of UTI Transportation & Logistics Fund Regular Plan Growth?
What are the top 3 sectors that UTI Transportation & Logistics Fund Regular Plan Growth has invested in?
Who is the manager of UTI Transportation & Logistics Fund Regular Plan Growth?
What is the exit load of UTI Transportation & Logistics Fund Regular Plan Growth?
How to Redeem UTI Transportation & Logistics Fund Regular Plan Growth?
Can I invest in SIP and a Lump Sum of UTI Transportation & Logistics Fund Regular Plan Growth?
