FAQ : UTI Transportation and Logistics Fund - Growth - Direct Plan

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

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