• Home
  • Mutual Funds
  • UTI Transportation and Logistic Fund Growth

UTI Transportation and Logistic Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

UTI Transportation and Logistic Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹3,811 Cr

Lock In Period

N/A

Expense Ratio

2.42

Exit Load

1% if less than 30 days, Nil if greater then or equals to 30 days.

Benchmark

NIFTY Transportation & Logistics Total Return

Summary

UTI Transportation and Logistic Fund Growth NAV is ₹271.6934 as of 17 May, 2026. UTI Transportation and Logistic Fund Growth has delivered 70.09% returns since its launch. The minimum SIP investment amount in UTI Transportation and Logistic Fund Growth is ₹500. The AUM of UTI Transportation and Logistic Fund Growth is ₹3,811 Cr. The expense ratio of the fund is 2.42%, and its benchmark is NIFTY Transportation & Logistics Total Return. The current exit load of the fund is 1% if less than 30 days, Nil if greater then or equals to 30 days.. In the last 1M months, UTI Transportation and Logistic Fund Growth has delivered 1.06% returns.

UTI Transportation and Logistic Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.060.9717.21
6M-6.831.8137.49
1Y8.475.3878.79
3Y19.3715.79196.29

Portfolio Analysis

  • Equity: 94.05%
  • Debt: 5.96%
  • Others
As on: 2026-03-31
View allocation % by

1. MAHINDRA & MAHINDRA LTD.14.11%
2. MARUTI SUZUKI INDIA LTD.9.12%
3. HYUNDAI MOTOR INDIA LTD3.63%

1. EICHER MOTORS LTD8.75%
2. BAJAJ AUTO LTD.6.34%
3. HERO MOTOCORP LTD.4.76%
4. TVS MOTOR COMPANY LTD3.89%

1. ETERNAL LIMITED7.34%
2. SWIGGY LTD0.83%

1. ADANI PORTS AND SPECIAL ECONO5.16%
2. JSW INFRASTRUCTURE LIMITED0.50%

1. TATA MOTORS LTD2.83%
2. TATA MOTORS PASSENGER VEHICLES LTD.1.81%
3. ASHOK LEYLAND LTD1.01%

1. INTERGLOBE AVIATION LTD3.12%

1. APOLLO TYRES LTD.1.21%
2. MRF LTD.0.86%
3. BALKRISHNA INDUSTRIES LTD.0.54%
4. CEAT LTD.0.39%

1. CONTAINER CORP. OF INDIA LTD0.98%
2. MAHINDRA LOGISTICS LTD.0.93%
3. VRL LOGISTICS LTD0.48%
4. TCI EXPRESS LTD0.21%

1. SONA BLW PRECISION FORGING LTD1.08%
2. CIE AUTOMOTIVE INDIA LTD0.72%
3. BHARAT FORGE LTD.0.57%

1. MOTHERSON SUMI WIRING INDIA LT1.94%

1. ENDURANCE TECHNOLOGIES LTD1.21%
2. SANDHAR TECHNOLOGIES LTD0.63%

1. BOSCH LTD.1.27%
2. SUNDRAM FASTENERS LTD.0.42%

1. SAMVARDHANA MOTHERSON INTL LTD1.50%

1. SCHAEFFLER INDIA LTD0.93%
2. SKF INDIA (INDUSTRIAL) LTD0.39%
3. SKF INDIA LTD.0.18%

1. ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD1.24%

1. SUBROS LTD.1.11%

About Fund UTI Transportation and Logistic Fund Growth

UTI Transportation and Logistic Fund Growth managed by UTI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹3,811 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 2.42. Under the expert guidance of Sachin Trivedi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sachin Trivedi

Mr. Sachin Trivedi is a CFA. He began his career in June 2001, with UTI AMC. He has six years experience in research and portfolio management. In addition to his current responsibilities he also holds portfolio responsibility and is the Co - Fund Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India Japan Equity Fund Growth1329.73 CR2.41
Tata Resources & Energy Fund Growth21343.33 CR2.17
UTI Transportation and Logistic Fund Growth33810.93 CR2.42
LIC MF Gold ETF Growth01404.97 CR0.45
UTI Gold Exchange Traded Fund Growth04201.45 CR0.52
Fund Name1Y3Y
This FundNippon India Japan Equity Fund Growth34.960868.4876
This FundTata Resources & Energy Fund Growth13.14769.723
This FundUTI Transportation and Logistic Fund Growth8.469670.0949
This FundLIC MF Gold ETF Growth70.0924157.9116
This FundUTI Gold Exchange Traded Fund Growth69.7604158.5455

UTI Transportation and Logistic Fund Growth FAQs

UTI Transportation and Logistic Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Transportation and Logistic Fund Growth is 2.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Transportation and Logistic Fund Growth’s fund performance is as follows:
  • 1 Month : 1.06%
  • 6 Months : -6.83%
  • 1 Year : 8.47%
  • 3 Years : 19.37%
Returns of UTI Transportation and Logistic Fund Growth are updated daily based on NAV of ₹ 271.6934 as on May 15,2026. Since inception, the return has been 70.09%.

You can invest in UTI Transportation and Logistic Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Transportation and Logistic Fund Growth is ₹3,811 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Transportation and Logistic Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.