UTI Transportation and Logistic Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

UTI Transportation and Logistic Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹4,341 Cr

Lock In Period

N/A

Expense Ratio

1.92

Exit Load

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

Benchmark

NIFTY Transportation & Logistics Total Return

UTI Transportation and Logistic Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-6.67-2.188.60
6M14.252.3238.69
1Y-1.682.59121.39
3Y15.9610.68329.91

Portfolio Analysis

  • Equity: 97.23%
  • Debt: 2.78%
  • Others
As on: 2026-08-31
View allocation % by

1. MAHINDRA & MAHINDRA LTD.12.21%
2. MARUTI SUZUKI INDIA LTD.8.30%
3. HYUNDAI MOTOR INDIA LTD3.99%

1. EICHER MOTORS LTD7.68%
2. BAJAJ AUTO LTD.6.51%
3. TVS MOTOR COMPANY LTD4.38%
4. HERO MOTOCORP LTD.4.17%

1. ETERNAL LIMITED10.41%
2. SWIGGY LTD1.54%

1. ADANI PORTS AND SPECIAL ECONO5.32%
2. JSW INFRASTRUCTURE LIMITED0.49%

1. TATA MOTORS LTD2.75%
2. TATA MOTORS PASSENGER VEHICLES LTD.2.03%
3. ASHOK LEYLAND LTD0.79%

1. BOSCH LTD.2.36%
2. SPR Auto Technologies Limited0.59%
3. SUNDRAM FASTENERS LTD.0.54%

1. INTERGLOBE AVIATION LTD3.02%

1. CONTAINER CORP. OF INDIA LTD1.09%
2. MAHINDRA LOGISTICS LTD.0.88%
3. VRL LOGISTICS LTD0.50%
4. TCI EXPRESS LTD0.19%

1. SONA BLW PRECISION FORGING LTD1.37%
2. CIE AUTOMOTIVE INDIA LTD0.64%
3. BHARAT FORGE LTD.0.57%

1. SAMVARDHANA MOTHERSON INTL LTD2.06%
2. DHOOT TRANSMISSION LIMITED0.47%

1. APOLLO TYRES LTD.0.92%
2. MRF LTD.0.72%
3. BALKRISHNA INDUSTRIES LTD.0.47%
4. CEAT LTD.0.34%

1. ENDURANCE TECHNOLOGIES LTD1.27%
2. SANDHAR TECHNOLOGIES LTD0.71%

1. MOTHERSON SUMI WIRING INDIA LTD1.56%

1. ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD1.53%

1. SCHAEFFLER INDIA LTD0.78%
2. SKF INDIA (INDUSTRIAL) LTD0.45%
3. SKF INDIA LTD.0.16%

1. -CRAFTSMAN AUTOMATION LTD.1.02%
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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 ₹4,341 Crore. The fund benchmarks its performance against the NIFTY Transportation & Logistics Total Return while maintaining an expense ratio of 1.92. 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
Invesco India PSU Equity Fund Growth11,447 CR2.45
Edelweiss Recently Listed IPO Fund Growth41,230 CR2.34
UTI Transportation and Logistic Fund Growth34,341 CR1.92
UTI Gold Exchange Traded Fund Growth04,513 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.4
Fund Name1Y3Y
This FundInvesco India PSU Equity Fund Growth-2.783555.778
This FundEdelweiss Recently Listed IPO Fund Growth20.11355.8478
This FundUTI Transportation and Logistic Fund Growth-1.537356.1558
This FundUTI Gold Exchange Traded Fund Growth27.3555150.0878
This FundNippon India Taiwan Equity Fund Growth123.9534312.0692

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 1.92. 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 : -6.67%
  • 6 Months : 14.25%
  • 1 Year : -1.68%
  • 3 Years : 15.96%
Returns of UTI Transportation and Logistic Fund Growth are updated daily based on NAV of ₹ 285.6194 as on Sep 30,2026. Since inception, the return has been 55.92%.

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 ₹4,341 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.
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