UTI Transportation & Logistics Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.16
• Std Deviation 15.57%
• Tracking Error 0.00%

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 4046.80 crores & has delivered CAGR of 16.63% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.91%. 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 Mahindra & Mahindra Ltd, Maruti Suzuki India, Eicher Motors & Bajaj Auto.

The major sectors where the fund is invested are Auto & Truck Manufacturers, Recreational Products, Auto & Truck Parts & Computer Services.

Some of the similar funds are UTI Transportation & Logistics Fund Regular Plan Growth, Sundaram Services Regular Growth, Tata Ethical Fund Regular Growth, Axis India Manufacturing Fund Regular Growth, ICICI Prudential Equity Minimum Variance Fund Regular Growth. UTI Transportation & Logistics Fund Regular Plan Growth has a sharpe ratio of 1.16 & a standard deviation of 15.57%.