16179
23411
UTI-Transportation & Logistics Fund - Direct (G)
24.24
-1.95
28.41
-0.10
2.28
18.90
6.70
19.41
7
  • NAV

    303.59

    as on 09 Jul 2025

  • ₹1.46 (0.48%)

    Last Change

  • 24.24%

    3Y CAGR returns

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  • ₹ 500

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.83%

    Expense Ratio
  • Rating
  • 3,447 Cr

    Fund Size
  • 12 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • 1,200
  • Wealth Gained
  • ₹-13
  • Expected Amount
  • ₹1187

Returns and Ranks ( as on 09 Jul 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -1.95%
  • 24.24%
  • 28.41%
  • 19.41
  • 9.26Alpha
  • 4.75SD
  • 1.04Beta
  • 1.03Sharpe
  • Exit Load
  • 1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Sachin Trivedi

Low Low to
moderate
Moderate Moderately
High
High Very
High
  • Address :
  • UTI Towers, Gn Block,Bandra Kurla Complex,Bandra (East), Mumbai 400 051
    • Contact :
    • +91022 66786666
    • Email ID :
    • service@uti.co.in
Mutual Fund by Category

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FAQs

You can invest in UTI-Transportation & Logistics Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for UTI-Transportation & Logistics Fund - Direct (G) in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

UTI-Transportation & Logistics Fund - Direct (G) has delivered 21.48% since inception

The NAV of UTI-Transportation & Logistics Fund - Direct (G) is ₹308.763 as of 09 Jul 2025

The expense ratio of UTI-Transportation & Logistics Fund - Direct (G) is % as of 09 Jul 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of UTI-Transportation & Logistics Fund - Direct (G) 3435.05 CR as of 09 Jul 2025

The minimum SIP amount of UTI-Transportation & Logistics Fund - Direct (G) is 500

The top stock holdings of UTI-Transportation & Logistics Fund - Direct (G) are

  1. M & M - 13.80%
  2. Maruti Suzuki - 9.38%
  3. Eicher Motors - 9.21%
  4. Interglobe Aviat - 6.46%
  5. Bajaj Auto - 5.60%

The top sectors UTI-Transportation & Logistics Fund - Direct (G) has invested in are

  1. Automobiles - 59.94%
  2. Auto Components - 16.07%
  3. Transport Services - 8.41%
  4. Cash & Others - 5.98%
  5. Transport Infrastructure - 5.46%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select UTI-Transportation & Logistics Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of UTI-Transportation & Logistics Fund - Direct (G) based on your investment objective and risk tolerance

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