Uti Transportation And Logistics Fund Regular Plan Idcw

Risk: Very High
₹ 127.76
NAV (Oct 4,2024)

UTI Transportation and Logistics Fund - Regular Plan - IDCW is a popular investment option for those looking to capitalize on the transportation and logistics sector. With an expense ratio of 1.96% and a PE ratio of 30.20, this fund offers the potential for high returns. With a minimum investment of INR 5000, it is accessible to a wide range of investors. It was established on April 11, 2004, and currently has an AUM of INR 2989.35. Consider investing in the UTI Transportation and Logistics Fund - Regular Plan - IDCW to diversify your portfolio and potentially earn significant profits from this growing sector.

Uti Transportation And Logistics Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Uti Transportation And Logistics Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    33.91
  • P/B Ratio
    UM_URBAN_MONEY

    8.37
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.90
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.30

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.91%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 3843.10 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Oct 07, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,147.33 (1.47%)₹ 11,712.03 (17.12%)₹ 15,433.8 (54.34%)₹ 21,874.89 (118.75%)₹ 31,835.33 (218.35%)
₹ 30,000₹ 30,441.99 (1.47%)₹ 35,136.09 (17.12%)₹ 46,301.4 (54.34%)₹ 65,624.67 (118.75%)₹ 95,505.99 (218.35%)
₹ 50,000₹ 50,736.65 (1.47%)₹ 58,560.15 (17.12%)₹ 77,169 (54.34%)₹ 1,09,374.45 (118.75%)₹ 1,59,176.65 (218.35%)
₹ 80,000₹ 81,178.64 (1.47%)₹ 93,696.24 (17.12%)₹ 1,23,470.4 (54.34%)₹ 1,74,999.12 (118.75%)₹ 2,54,682.64 (218.35%)
₹ 1,00,000₹ 1,01,473.3 (1.47%)₹ 1,17,120.3 (17.12%)₹ 1,54,338 (54.34%)₹ 2,18,748.9 (118.75%)₹ 3,18,353.3 (218.35%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • EQ MAHINDRA & MAHINDRA LTD13.27%
  • EQ TATA MOTORS LTD11.24%
  • EQ MARUTI SUZUKI INDIA LTD9.01%
  • EQ BAJAJ AUTO LTD8.67%
  • EQ EICHER MOTORS LTD7.52%
  • EQ HERO MOTOCORP LTD5.57%
  • NET CURRENT ASSETS5.29%
  • EQ ADANI PORTS AND SPECIAL ECONO4.89%
  • EQ INTERGLOBE AVIATION LTD4.75%
  • EQ TVS MOTOR COMPANY LTD2.76%
  • EQ APOLLO TYRES LTD1.96%
  • EQ BHARAT FORGE LTD1.91%
  • EQ MOTHERSON SUMI WIRING INDIA LT1.68%
  • EQ BOSCH LTD1.58%
  • EQ SAMVARDHANA MOTHERSON INTL LTD1.49%
  • EQ ENDURANCE TECHNOLOGIES LTD1.47%
  • EQ SUBROS LTD1.46%
  • EQ CONTAINER CORP OF INDIA LTD1.29%
  • EQ SUNDRAM FASTENERS LTD1.27%
  • EQ ASHOK LEYLAND LTD1.27%
  • EQ SONA BLW PRECISION FORGING LTD1.21%
  • EQ ZOMATO LTD1.17%
  • EQ MAHINDRA LOGISTICS LTD1.05%
  • EQ SCHAEFFLER INDIA LTD1.03%
  • EQ CIE AUTOMOTIVE INDIA LTD0.86%
  • EQ SKF INDIA LTD0.84%
  • EQ SANDHAR TECHNOLOGIES LTD0.82%
  • EQ OLA ELECTRIC MOBILITY LTD0.77%
  • EQ MAHINDRA & MAHINDRA FINANCIAL0.73%
  • EQ JSW INFRASTRUCTURE LIMITED0.61%
  • EQ CRAFTSMAN AUTOMATION LTD0.50%
  • EQ VRL LOGISTICS LTD0.49%
  • EQ TCI EXPRESS LTD0.48%
  • EQ GREAT EASTERN SHIPPING CO LTD0.46%
  • EQ ESCORTS KUBOTA LTD0.44%
  • EQ RADIANT CASH MANAGEMENT SERVICES LTD0.12%
  • DAYS T BILL0.06%
  • CLEARING CORPORATION OF INDIA LTD STD MARGIN0.03%

Holdings Analysis

Peer Comparison

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Fund Managers

ST

Mr. Sachin TrivediFund Manager

Mr. Sachin Dinesh Trivedi began his career in June 2001, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portfolio responsibility and is the Co - Fund Manager - UTI Energy Fund.

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UTI Transportation and Logistics Fund - Regular Plan - IDCW

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FAQ's

What is the risk level associated with the UTI Transportation and Logistics Fund - Regular Plan - IDCW?

The UTI Transportation and Logistics Fund - Regular Plan - IDCW is a Very High risk mutual fund in the transportation and logistics sector.

What is the current NAV (Net Asset Value) of the UTI Transportation and Logistics Fund - Regular Plan - IDCW as of Oct 4,2024?

The current NAV of the UTI Transportation and Logistics Fund - Regular Plan - IDCW as of Oct 4,2024 is INR 127.76.

What are the returns generated by the UTI Transportation and Logistics Fund - Regular Plan - IDCW over the past 1, 3, and 5 years?

The UTI Transportation and Logistics Fund - Regular Plan - IDCW has delivered strong returns of 58.51% over the past 1 year, 28.27% over 3 years, and 21.72% over 5 years.

What is the expense ratio associated with the UTI Transportation and Logistics Fund - Regular Plan - IDCW?

The UTI Transportation and Logistics Fund - Regular Plan - IDCW has a 1.94% expense ratio.

What is the minimum investment amount required for the UTI Transportation and Logistics Fund - Regular Plan - IDCW?

The UTI Transportation and Logistics Fund - Regular Plan - IDCW requires a minimum investment of INR 5000.

Is there a systematic investment plan (SIP) available for the UTI Transportation and Logistics Fund - Regular Plan - IDCW?

Yes, SIP is available for UTI Transportation and Logistics Fund - Regular Plan - IDCW with a minimum investment of INR 5000 per month.

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