UTI Transportation and Logistics Fund Regular Plan-IDCW Reinvestment
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Equity, Sectoral-Auto & Transportation, Principal at very high risk
1 Year Return 18.13% at 05 Feb 2026 10:22 AM
Fund Details
NAV 135.0645
Sub-Type Sectoral-Auto & Transportation
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 21.83
Fund Size(in Crores) 4083.94
Fund Performance
1 Month -2.57%
3 Month 0.62%
6 Month 10.45%
1 Year 18.13%
3 Year 24.82%
5 Year 19.22%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.2%) Market Cap Small Cap 13.22 Mid Cap 7.57 Large Cap 75.4 Top Sectors Automobile 74.73 Services 18.3 Capital Goods 2.52 Metals & Mining 0.59 Financial 0.07 Top Holding Mahindra Logistics 0.75 VRL Logistics 0.47 Adani Ports and Special Economic Zone 3.87 Bharat Forge 0.43 Eicher Motors 9.54 Tata Motors Passenger Vehicles 1.6 Mahindra & Mahindra 14.98 Sona BLW Precision Forgings 0.92 Sandhar Technologies 0.68 Bosch 1.52 Interglobe Aviation 4.9 Schaeffler India 0.8 Samvardhana Motherson 1.47 Apollo Tyres 2.29 MRF 1.33 Ashok Leyland 1.01 Container Corporation Of India 0.5 Craftsman Automation 0.6 Maruti Suzuki India 10.57 ZF Commercial 0.97 Ceat 0.39 Balkrishna Industries 0.51 JSW Infrastructure 0.51 Escorts Kubota 1.01 Hero Motocorp 4.63 SKF India (Industrial) 0.41 Tata Motors 2.13 Endurance Technologies 1.21 Hyundai Motor 4 Eternal 5.78 TCI Express 0.23 Bajaj Auto 5.74 Meesho 0.23 Swiggy 1.05 Carraro 0.5 Motherson Wiring 2.18 Subros 1.33 TVS Motor Company 3.67 CIE Automotive India 0.59 Radiant Cash Management Services 0.07 Sundram Fasteners 0.61 TVS Motor Company - Pref. Shares 0.04 SKF India 0.2
Debt & Others (3.8%) Sector Allocation CBLO 0.02 Net Current Assets 3.65 GOI Securities 0.13 Debt Credit Ratings Debt Category Others 3.67 GOI 0.13
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.91%
Exit Load 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) 7
Date of Incorporation 2004-04-07
Total AUM 2025-12-31
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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