UTI - Transportation and Logistics Fund - Direct - Growth
A Equity Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
27.69%
Expense Ratio
0.83%
as of 02/02/2026
AUM
₹565.97 Cr
Qtr End: Dec 25
NAV
₹327.676
as of 02/03/2026
3Y Returns (CAGR)
27.69%
Expense Ratio
0.83%
as of 02/02/2026
AUM
₹565.97 Cr
Qtr End: Dec 25
NAV
₹327.676
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹19.8k
Abs. Returns97.8%
CAGR25.6%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.73% | -14.09% | 15.00% |
| 6M | 0.15% | 0.30% | 12.51% |
| 1Y | 26.24% | 26.24% | 14.43% |
| 3Y | 108.18% | 27.69% | 14.98% |
| 5Y | 160.97% | 21.15% | 17.19% |
Scheme Details
- Launch Date
- 11/04/2008
- Fund Age
- 17.9 years
- Minimum Investment
- ₹10,000
- Fund House
- UTI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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Top funds in the same category and sub-category.
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|---|---|---|---|
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