UTI Transportation and Logistics Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 55.86 | 24.9 | 20.57 | 12.62 |
Average Rolling Returns(%) | 20.31 | 15.73 | 10.99 | 16.59 |
The Current NAV of UTI Transportation and Logistics Fund - Growth - Direct Plan is ₹264.13.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.
UTI Transportation and Logistics Fund - Growth - Direct Plan fund’s expense ratio is 0.81%
The process for redemption is
The AUM of UTI Transportation and Logistics Fund - Growth - Direct Plan is currently ₹2,989 Crores.
The Top three stocks are Tata Motors, Mahindra & Mahindra and Maruti Suzuki and account for 36% of its portfolio. Top 5 and 10 stocks of fund account for 52% and 71% of fund’s portfolio respectively.
Top three sectors of UTI Transportation and Logistics Fund - Growth - Direct Plan fund are Auto, Miscellaneous and Logistics accounting for 96% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Transportation and Logistics Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Sachin Trivedi manages the UTI Transportation and Logistics Fund - Growth - Direct Plan Fund.
UTI Transportation and Logistics Fund - Growth - Direct Plan current PE ratio is 30.21 and PB ratio is 5.73
The asset allocation of UTI Transportation and Logistics Fund - Growth - Direct Plan is Stocks : 92.99%, Debt : 7.01% and Gold : 0%
The minimum SIP amount for UTI Transportation and Logistics Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Transportation and Logistics Fund - Growth - Direct Plan is 1% on or before 30 days, Nil after 30 days