UTI Transportation and Logistics Fund - Regular Plan - IDCW

UTI Transportation and Logistics Fund - Regular Plan - IDCW is a scheme launched by UTI Mutual Fund on April 19, 2004, and falls under the Thematic Transportation fund category. It currently manages an AUM of Rs 3,740.78 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.96% for managing the portfolio.

• Investing Strategy:

  An open-ended fund to provide capital appreciation through investments in the stocks of the companies engaged in the in the transportation and logistics sector.

• Performance:

  UTI Transportation and Logistics Fund - Regular Plan - IDCW trailing returns over different times are 5.54% (1 year), 23.66% (3 year) and 26.58% (5 year). The average annual return of this fund stands at 18.35%.