UTI Transportation and Logistics Fund: An Equity Plan

UTI Transportation and Logistics Fund g was launched on April 11, 2008 with the primary objective of appreciating capital. It has been formulated by one of the proficient fund managers of UTI Mutual funds and is currently managed by Mr Sachin Dinesh Trivedi. UTI transportation and logistics is an open-ended equity plan which aims to provide high net worth to the investors. Those who are looking to make an investment for a longer duration of time, and want to put their money in the transportation sector UTI Transportation and logistics fund growth for their portfolio.

In order to gain growth of capital, one needs to opt for the strategy that could yield substantial returns and UTI Transportation and Logistics Fund provides the same. Here we have provided a synopsis of this scheme that would help you get an overview of the same. Read further.

UTI Transportation and Logistics Fund G: Investment Strategy

This scheme aims to offer high capital worth to the investors in the long-term investment horizon. To provide the same, UTI transportation and logistics fund has made the investments in the equity stock of the companies which are involved in the transportation and logistic sectors. Being an open-ended plan, it offers high flexibility to the investors. In addition, it provides the SIP(Systematic Investment Plan) as well for more convenience. One can calculate the returns of this scheme prior to investing using the mutual fund sip calculator and take the decision accordingly.

UTI Transportation and Logistics: Performance Analysis

UTI transportation and logistics fund g scheme has a tremendous record in respect of returns since its inception. It has helped many investors until now in gaining capital appreciation and achieving their investment goals. It has offered 103.4% annual absolute returns to the investors in the year 2014. Furthermore, the data depicts its record of yielding 44.4%, and 30.4% annualised returns for three- and five-year investment. UTI transportation and logistics fund has been outperforming its category by offering unexpectedly higher returns. The fund managers have fetched the best opportunity and invested the money in the most effective companies that result growth in capital and providing higher profits to the investors. UTI Transportation & Logistics NAV as on October 17, 2016 amounted to Rs.99.285.

UTI Logistics Fund: Portfolio Analysis

The scheme holds an AUM(Asset Under Management) worth Rs.862 crore as on September 30, 2016. It has major investments in the equity assets, i.e., 90.06%; while the remaining has been invested in the debt and money market instruments. The average market capitalisation of this fund is Rs.26,980 crore. The sector allocation of this scheme depicts that the major allotment of the capital is in the automobile sectors. But, it has also made some diversification by investing the money in the services, engineering, construction, energy, and metal industries.

Furthermore, the top holdings of UTI transportation and logistics fund g strategy include:

  • Tata Motors
  • Mahindra & Mahindra
  • Hero Motocorp
  • Maruti Suzuki India
  • Bajaj Auto
  • Bosch

With the association of India’s leading entities, the UTI Transportation Fund ensures yielding of greater returns and creating a corpus for the future.

Our fund analysts have a strong faith on this UTI Transportation and Logistics Fund, and they highly recommend this strategy to the investors. You can also opt for the same to achieve the set financial goals by investing in this scheme of UTI Mutual Fund.