UTI - Transportation and Logistics Fund - Direct - Growth
Equity Schemes by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
18.49%
Expense Ratio
0.87%
as of 03/08/2026
AUM
₹549.35 Cr
Qtr End: Jun 26
NAV
₹346.011
as of 02/09/2026
3Y Returns (CAGR)
18.49%
Expense Ratio
0.87%
as of 03/08/2026
AUM
₹549.35 Cr
Qtr End: Jun 26
NAV
₹346.011
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 9.54% | 43.96% | 14.14% |
| 6M | 7.38% | 15.30% | 21.91% |
| 1Y | 2.38% | 2.38% | 18.16% |
| 3Y | 66.36% | 18.49% | 17.05% |
| 5Y | 148.77% | 19.99% | 17.72% |
Scheme Details
- Launch Date
- 11/04/2008
- Fund Age
- 18.4 years
- Minimum Investment
- ₹10,000
- Fund House
- UTI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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