UTI Transportation and Logistics Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 64.7 | 26.59 | 19.54 | 11.77 |
Average Rolling Returns(%) | 19.20 | 18.25 | 16.29 | 18.47 |
The Current NAV of UTI Transportation and Logistics Fund - Regular Plan - Growth is ₹242.30.
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 - Regular Plan - Growth fund’s expense ratio is 1.95%
The process for redemption is
The AUM of UTI Transportation and Logistics Fund - Regular Plan - Growth is currently ₹3,108 Crores.
The Top three stocks are Tata Motors, Mahindra & Mahindra and Maruti Suzuki and account for 37% of its portfolio. Top 5 and 10 stocks of fund account for 53% and 72% of fund’s portfolio respectively.
Top three sectors of UTI Transportation and Logistics Fund - Regular Plan - Growth fund are Auto, Miscellaneous and Logistics accounting for 95% 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 - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Sachin Trivedi manages the UTI Transportation and Logistics Fund - Regular Plan - Growth Fund.
UTI Transportation and Logistics Fund - Regular Plan - Growth current PE ratio is 30.93 and PB ratio is 5.95
The asset allocation of UTI Transportation and Logistics Fund - Regular Plan - Growth is Stocks : 92.73%, Debt : 4.87% and Gold : 2.38%
The minimum SIP amount for UTI Transportation and Logistics Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Transportation and Logistics Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days