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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹3,487 Cr

Lock In Period

N/A

Expense Ratio

1.91

Benchmark

NIFTY Transportation & Logistics Total Return

Exit Load

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

Summary

Latest details for UTI Transportation and Logistic Fund Growth include a ₹270.0182 NAV as of Apr 24,2026 and returns since inception of 83.14%. Minimum investments start at SIP ₹500. The UTI Transportation and Logistic Fund Growth AUM is ₹3,487 Cr, with a lock-in of N/A years, expense ratio of 1.91%, and benchmark NIFTY Transportation & Logistics Total Return. Exit load is - 1% if less than 30 days, Nil if greater then or equals to 30 days.. In the growth review for 1M Month/Year, the fund recorded 8.54% returns, against a category average of 2.39% and a category best of 16.23%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.542.3916.23
6M-7.911.7328.45
1Y11.925.2968.83
3Y22.3515.66196.29

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 managed by UTI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹3,487 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 1.91. 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
This FundKotak Pioneer Fund Growth03082.81 CR1.84
This FundICICI Prudential India Opportunities Fund Growth432925.45 CR1.58
This FundUTI Transportation and Logistic Fund Growth03487.35 CR1.91
This FundLIC MF Gold ETF Growth01346.43 CR0.45
This FundUTI Gold Exchange Traded Fund Growth04098.98 CR0.47
Fund Name1Y3Y
This FundKotak Pioneer Fund Growth12.256581.4844
This FundICICI Prudential India Opportunities Fund Growth5.068582.3559
This FundUTI Transportation and Logistic Fund Growth11.924583.1352
This FundLIC MF Gold ETF Growth54.6304143.3522
This FundUTI Gold Exchange Traded Fund Growth54.4289143.8246

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 1.91. 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 : 8.54%
  • 6 Months : -7.91%
  • 1 Year : 11.92%
  • 3 Years : 22.35%
Returns of UTI Transportation and Logistic Fund Growth are updated daily based on NAV of ₹ 270.0182 as on Apr 24,2026. Since inception, the return has been 83.14%.

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 ₹3,487 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.
Min Inv Amount: ₹500