UTI - Transportation and Logistics Fund - Direct - Growth
Equity Schemes by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
17.39%
Expense Ratio
0.87%
as of 03/08/2026
AUM
₹549.35 Cr
Qtr End: Jun 26
NAV
₹325.946
as of 16/10/2026
3Y Returns (CAGR)
17.39%
Expense Ratio
0.87%
as of 03/08/2026
AUM
₹549.35 Cr
Qtr End: Jun 26
NAV
₹325.946
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.97% | -7.65% | 14.73% |
| 6M | 1.70% | 3.43% | 15.85% |
| 1Y | -4.24% | -4.24% | 18.77% |
| 3Y | 61.78% | 17.39% | 17.17% |
| 5Y | 114.20% | 16.46% | 17.57% |
Scheme Details
- Launch Date
- 11/04/2008
- Fund Age
- 18.5 years
- Minimum Investment
- ₹10,000
- Fund House
- UTI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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