UTI-Transportation and Logistics Fund-Growth Option
NAV as on 12-12-2025
₹ 294.196
₹
1.52
(
0.5167%)
AUM as on 28-11-2025
4,067.11 Cr
Rtn (Since Inception)
16.0%
UTI - Transportation and Logistics Fund Returns Calculator
Investment Type
SIP Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
Lumpsum Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
SCHEME DETAILS
| Category: | Equity: Thematic-Transportation |
| Launch Date: | 01-08-2005 |
| Assets Class: | Equity |
| Benchmark: | Nifty Transportation & Logistics TRI |
| TER: | 1.9% As on (28-11-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 5000.0 |
| Minimum Topup: | 1000.0 |
| Total Assets: | 4,067.11 Cr As on (28-11-2025) |
| Turn over: | 9 |
| Exit Load: | W.e.f. 01/04/2021 Exit Load : 1.00% if redeemed before 30 days from the date of investment. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| UTI Transportation and Logistics Gr | 01-08-2005 | 15.29 | 21.22 | 24.66 | 23.09 | 13.31 |
| HDFC Transportation and Logistics Fund Gr | 17-08-2023 | 16.42 | 26.48 | 0.0 | 0.0 | 0.0 |
| SBI Automotive Opportunities Fund Reg Gr | 07-06-2024 | 14.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Bandhan Transportation and LogisticsFund Reg GR | 25-10-2022 | 13.75 | 21.17 | 24.85 | 0.0 | 0.0 |
| ICICI Pru Transportation and Logistics Fund Gr | 05-10-2022 | 13.54 | 23.92 | 28.03 | 0.0 | 0.0 |
| ABSL Transportation and Logistics Reg Gr | 05-11-2023 | 8.54 | 20.54 | 0.0 | 0.0 | 0.0 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Installment Amount
Select installment date
How long should this SIP run?
Number of years
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.
Installment Amount
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.