QUICK FUND SUMMARY
UTI Transportation and Logistics Fund Growth is an equity mutual fund managing assets worth ₹3,962.19 Cr. The current NAV is ₹286.58 as of Jul 13. It has delivered a 5-year CAGR of 18.52%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds Mahindra & Mahindra Ltd., Maruti Suzuki India Ltd., Eternal Ltd., Eicher Motors Ltd. and Adani Ports and Special Economic Zone Ltd..
UTI Transportation and Logistics Fund Details
Fund Size Amount of money that is currently invested in this fund | ₹3,962.19 Cr |
Type | Equity: Sectoral/Thematic |
Minimum Investment | ₹500 |
NAV (Jul 13) NAV or Net Assest Value is the price at which you can buy or sell the units of a Mutual Fund. Most Mutual Funds declare NAV for their schemes at the end of the working day | ₹286.58 |
Plan Type | Regular |
Launch Date It is the date when the fund was opened for investors for the first time | 01 Aug 2005 |
Lock in Period The period during which the units cannot be sold or redeemed by the investor. The Lock in period starts from the day the units have been allocated | 0 days |
Plan Option | Growth |
Expense Ratio The Asset Management Company(AMC) incurs many expenses for managing and running fund. These expenses are recovered by the AMC directly from the scheme and are called Expense Ratio | 1.93% |
Withdrawal Charge | Exit load of 1% if redeemed within 30 days. |
UTI Transportation and Logistics Fund Holdings
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Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹1,070
Your Total Value could have reached:
₹4,670
UTI Transportation and Logistics Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on UTI Transportation and Logistics Fund
What is UTI Transportation and Logistics Fund?
UTI Transportation and Logistics Fund is a Growth Equity mutual fund managed by UTI Mutual Fund.
What is the current NAV of UTI Transportation and Logistics Fund?
The current NAV of UTI Transportation and Logistics Fund is ₹286.58 as of Jul 13.
How to invest in UTI Transportation and Logistics Fund on share.market?
You can invest in UTI Transportation and Logistics Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
What is the minimum SIP amount for UTI Transportation and Logistics Fund?
The minimum SIP amount for UTI Transportation and Logistics Fund is ₹500.
What is the expense ratio of UTI Transportation and Logistics Fund?
The expense ratio of UTI Transportation and Logistics Fund is 1.93%.
What is the exit load of UTI Transportation and Logistics Fund?
UTI Transportation and Logistics Fund has an exit load as follows: exit load of 1% if redeemed within 30 days.
What are the tax implications of investing in UTI Transportation and Logistics Fund?
Short-term capital gains (STCG) on UTI Transportation and Logistics Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.