UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment

Equity, Sectoral-Auto & Transportation, Principal at very high risk

1 Year Return 7.06% at 08 Jun 2026 01:08 PM

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UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment: Mutual Fund Overview

UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment is an Sectoral-Auto & Transportation mutual fund with over 22.17 years of performance history. The scheme manages an AUM of ₹3810.92 Cr and has a NAV of ₹125.8989. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.06%.

Fund Details

NAV 125.8989

Sub-Type Sectoral-Auto & Transportation

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 22.17

Fund Size(in Crores) 3810.92

Fund Performance

1 Month -0.39%

3 Month -3.36%

6 Month -7.82%

1 Year 7.06%

3 Year 17.68%

5 Year 16.71%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Financial 11.25 Energy 5.7 Automobile 3.73 Technology 3.24 Healthcare 2.58 Consumer Staples 1.71 Services 1.6 Construction 1.37 Insurance 1.31 Materials 1.22 Communication 1.08 Metals & Mining 0.83 Chemicals 0.52 Capital Goods 0.27 Consumer Discretionary 0.14 Top Holding

Debt & Others (1.2%) Sector Allocation Real Estate Investment Trusts 1.2 Debt Credit Ratings Cash 29.92 AAA 11.82 SOV 8.51 Cash & Call Money 7.23 AA+ 2.46 Debt Category Brookfield India Real Estate Trust REIT 0.57 Embassy Office Parks REIT 0.63

Comparison with same funds

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.88%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Sachin Trivedi

Education Mr. Sachin Trivedi is a CFA.

Experience He began his career in June 2001, with UTI AMC. He has more than 13 years of experience in research and portfolio management. Presently, he leads the Equity research in the capacity of Head – Research. He is also a fund manager

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 16

Date of Incorporation 2004-04-07

Total AUM 396629.24

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment FAQs

How to invest in UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment?

Investing in UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment?

The term expense ratio for UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment is 1.88% as of 08 Jun 2026.

What is the NAV of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment?

The NAV of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment is ₹125.8989 as of 08 Jun 2026.

What is the AUM of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment?

The AUM (Assets Under Management) of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment is ₹3810.92 Cr as of 08 Jun 2026.

What is the PE and PB ratio of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment?

The PE ratio of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment?

Yes, you can invest in UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment in the last 5 years?

The return of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment in the last 5 years is 16.71%.

What is the minimum SIP investment required in UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment?

The minimum SIP investment in UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment, the minimum SIP amount is ₹500.0.

What is the current NAV of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment?

The NAV of UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment, as of 08 Jun 2026, is ₹125.8989.

Who manages the UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment?

The fund managers responsible for UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment are: