UTI - Transportation and Logistics Fund - Direct - Growth
Equity Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
19.00%
Expense Ratio
0.89%
as of 01/07/2026
AUM
₹559.53 Cr
Qtr End: Mar 26
NAV
₹333.313
as of 17/07/2026
3Y Returns (CAGR)
19.00%
Expense Ratio
0.89%
as of 01/07/2026
AUM
₹559.53 Cr
Qtr End: Mar 26
NAV
₹333.313
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.00% | 16.98% | 16.78% |
| 6M | -0.60% | -1.19% | 23.35% |
| 1Y | 8.85% | 8.85% | 18.52% |
| 3Y | 68.50% | 19.00% | 16.97% |
| 5Y | 152.26% | 20.33% | 17.75% |
Scheme Details
- Launch Date
- 11/04/2008
- Fund Age
- 18.3 years
- Minimum Investment
- ₹10,000
- Fund House
- UTI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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