UTI-Transpotation and Logistics Fund-Growth Option

Q: What are the top 5 holdings of UTI-Transpotation and Logistics Fund-Growth Option?

The fund\'s top 5 sectors holdings are Consumer Cyclical, Industrials,

Fund Review

Save

₹267.08 (0.89%)
Current NAV 13-08-2025
-0.95%
Returns
Min. SIP ₹500

Min. Investment ₹5000

Invest Now Compare

Invest Now WhatsApp Chat

Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Historical NAV & Returns

Explore the Fund’s Past Performance with NAV

- ₹ 267.08Today NAV
- -Returns
- -
  Low
- -
  High

Returns (NAV as on 13-Aug-2025)

Track investment returns to meet financial goals.

	This Fund	Category Avg.	Benchmark
1W	1.05%	1%	1.15%
1M	2.12%	0.82%	-4.53%
3M	7.32%	11.2%	10.09%
6M	13.69%	26.84%	-7.63%
1Y	-0.95%	59.88%	7.81%
2Y	22.84%	34.56%	30.57%
3Y	20.62%	33.46%	24.74%
5Y	25.04%	27.76%	24.79%
ALL	15.72%	36.53%	-8.02%

Check out what are trailling and rolling returns of this fund ?

View Detail Return Analysis

1 Lac Users Opted for this Service

Free KYC Check

To know your eligibility for Mutual Fund Investment

PAN Card No.

Enter Valid PAN Number

Your name

Enter Your Name

lock Your personal information is secure with us

Mobile no.

Enter a valid mobile number

Email Address

Enter valid email address

By Proceeding, you agree T&C

Risk Analysis

	Standard Dev	Sharpe	Beta	Alpha
Fund	16.16%	0.88%	0%	0%
Category	0%	0%	0%	0%

Riskometer

Investors understand that their principal will be at Very High risk

View Detail Risk Analysis

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp

Comparison Of UTI-Transpotation and Logistics Fund-Growth Option

Compare your fund with the top category schemes.

icons UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns20.62% (p.a.)

icons Franklin India Opportunities Fund - Growth

3Y Returns28.74% (p.a.)

Compare Now

icons UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns20.62% (p.a.)

icons Quant ESG Integration Strategy Fund Regular - Growth

3Y Returns14.91% (p.a.)

Compare Now

icons UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns20.62% (p.a.)

icons ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns24.59% (p.a.)

Compare Now

icons UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns20.62% (p.a.)

icons ICICI Prudential Exports & Services Fund - Growth

3Y Returns20.11% (p.a.)

Compare Now

SIP Returns Calculator

A simple tool to calculate your SIP returns.

I want to invest (Monthly)

Investment Duration (Yrs)

Expected Return Rate

Target Amount

Investment Duration (Yrs)

Expected Return Rate

Invested Amount
Estimated Returns
Future Value

Start small, dream big: Begin your journey to long-term wealth with SIPs starting at just ₹1000!

Start SIP

Portfolio Summary (as on 31-Jul-2025)

An insight into your portfolio composition.

Equity95.82%

Equity Market Cap

Top 5 Sectors of Equity

Consumer Cyclical 79%

Industrials 17%

Top 5 Companies of Equity

Mahindra & Mahindra Ltd 14%

Maruti Suzuki India Ltd 10%

Eicher Motors Ltd 9%

Eternal Ltd 7%

InterGlobe Aviation Ltd 6%

Check out the favourite sectors and companies of this fund

Detail Portfolio Analysis

Alternative Fund Category Peer View

Check out the other Mutual Funds in this category

3M 6M 1Y 3Y 5Y

Fund Name	Returns

Analyze the performance of comparable peer funds

Check Now

About UTI-Transpotation and Logistics Fund-Growth Option

UTI-Transpotation and Logistics Fund-Growth Option is a fund scheme from UTI mutual fund. It falls under a Thematic Transportation category. After being launched on 2005-07-30. UTI-Transpotation and Logistics Fund-Growth Option has achieved Rs 3565.22 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 1.96%.

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-Transpotation and Logistics Fund-Growth Option trailing returns over different times are -0.95% (1 year), 20.62% (3 year), 25.04% (5 year). The average annual return of this fund stands at -0.95%
Fund Manager & Portfolio Allocation:

Sachin Trivedi are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Consumer Cyclical, Industrials, Sectors. First five holdings of this fund are Mahindra & Mahindra Ltd, Maruti Suzuki India Ltd, Eicher Motors Ltd, Eternal Ltd, InterGlobe Aviation Ltd Companies.

Scheme Name	1M	3M	6M	1Y	5Y
UTI Banking and Financial Services Fund - Regular Plan - Growth Option	-3.11%	1.39%	13.09%	12.85%	21.07%
UTI Healthcare Fund - Regular Plan - Growth Option	2.38%	9.38%	11.88%	11.23%	18.99%
UTI Corporate Bond Fund - Regular Plan - Growth Option	0.1%	1.31%	4.65%	8.57%	6%
UTI Banking & PSU Fund- Regular Plan - Growth Option	0.27%	1.75%	4.62%	8.31%	6.97%
UTI Credit Risk Fund - Regular Plan - Growth Option	0.24%	1.47%	4.05%	8.27%	9.42%
UTI Short Duration Fund - Regular Plan - Growth Option	0.17%	1.46%	4.36%	8.27%	6.96%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option	0.17%	1.46%	4.36%	8.17%	6.66%
UTI Low Duration Fund - Regular Plan - Growth Option	0.44%	1.81%	4.2%	8.09%	7.03%

See More About UTI Mutual Fund

Is this right fund for you?

1/3

What is your investing style?

Aggressive
Quality
Conservative

Frequently Asked Questions

What is the current NAV of UTI-Transpotation and Logistics Fund-Growth Option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of UTI-Transpotation and Logistics Fund-Growth Option as of 13-08-2025 is 267.0842.

What is the benchmark of UTI-Transpotation and Logistics Fund-Growth Option?

UTI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

Is UTI-Transpotation and Logistics Fund-Growth Option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

What are the top 5 holdings of UTI-Transpotation and Logistics Fund-Growth Option?

The fund's top 5 sectors holdings are Consumer Cyclical, Industrials,

How can I redeem my investments in UTI-Transpotation and Logistics Fund-Growth Option?

Redeeming your investments in UTI-Transpotation and Logistics Fund-Growth Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Who manages this fund, and what is their expertise?

Sachin Trivedi, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

What is the expense ratio of UTI-Transpotation and Logistics Fund-Growth Option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the AUM or size of UTI-Transpotation and Logistics Fund-Growth Option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of UTI-Transpotation and Logistics Fund-Growth Option is Rs 3565.22 Crs. Crs.

Should I invest in UTI-Transpotation and Logistics Fund-Growth Option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

How to start online SIP in UTI-Transpotation and Logistics Fund-Growth Options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.