Mutual Fund- 

UTI Transportation & Logistics Fund

By Rajendra

Oct  11, 2022

image credit -UTIMF

Scheme Analysis

Thick Brush Stroke

UTI Transportation & Logistics Fund

Category 

Sector Fund

Inception

Apr 11, 2008

Benchmark

BSE Transportation

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AUM  - 1,922 Cr

Fund Manager

Sachin Trivedi

The Fund is a sector oriented portfolio  • The fund predominantly invests in stocks of companies

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Top 5 Holding

Maruti Suzuki

Mahinda & Mahindra

Eicher Motors

Tata Motors

Bajaj Auto

13.90

13.87

10.19

8.64

6.84

Total :-  54.44

Fund also looks for opportunities in stocks where we believe cash flows or return ratios are likely to improve

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Automobiles

Services

Capital Goods

Top 5 Sector

74.75

13.40

7.33

3.28

1.24

Other

Cash

Companies engaged in the design, manufacture, distribution or sale of transportation component/ services

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Investors willing to increase the risk spectrum with an exposure to a thematic portfolio investing in stocks of transportation & logistics sector

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Scheme Performance

Exit Load

upto 1 year- 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

19.36%

19.46%

5.82%