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Business News/Market/Market Stats/    UTI Transportation & Logistics Fund Regular Plan Growth

UTI Transportation & Logistics Fund Regular Plan Growth

+
  • Equity
  • Equity - Other
  • Rating 3
  • Plan
239.38 +0.33 (0.14%) NAV as on 24 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3107.87
  • CAGR 60.52%
  • Exit Load1.00%
  • Expense ratio1.95%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2004-04-11

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 25 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Current Assets
  • 148.18
  • 4.77%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.32
  • Std Deviation 14.88%
  • Tracking Error 0.00%

About Fund

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

 

The UTI Transportation & Logistics Fund Regular Plan Growth has an AUM of 3107.87 crores & has delivered CAGR of 19.52% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.95%. The minimum investment in UTI Transportation & Logistics Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Tata Motors, Mahindra & Mahindra, Maruti Suzuki India & Bajaj Auto.

 

The major sectors where the fund is invested are Auto & Truck Manufacturers, Recreational Products, Constr. & Agric. Machinery & Misc. Fabricated Products.

 

Some of the similar funds are ICICI Prudential Manufacturing Fund Growth, Franklin India Opportunities Fund Growth, UTI Transportation & Logistics Fund Regular Plan Growth, Sundaram Services Regular Growth, HDFC Business Cycle Fund Regular Growth. UTI Transportation & Logistics Fund Regular Plan Growth has a sharpe ratio of 1.32 & a standard deviation of 14.88%.

FAQs about UTI Transportation & Logistics Fund Regular Plan Growth

According to the morning star rating UTI Transportation & Logistics Fund Regular Plan Growth has a Moderate risk & Exceptional return.
UTI Transportation & Logistics Fund Regular Plan Growth is managed by Sachin Trivedi.
The expense ratio of UTI Transportation & Logistics Fund Regular Plan Growth is 1.95%.
The 5 year annualized return on UTI Transportation & Logistics Fund Regular Plan Growth is 19.52% & it has generated 60.52% in the last 1 year.
The minimum investment in UTI Transportation & Logistics Fund Regular Plan Growth is 5000 Rs.
UTI Transportation & Logistics Fund Regular Plan Growth has an AUM of 3107.87 crores.
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