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You are here : Moneycontrol > Mutual Funds > Sector - Others > UTI Mutual Fund > UTI Transportation and Logistics Fund (G)

UTI Transportation and Logistics Fund (G) SET SMS ALERT

30.964
0.02 (0.07%)
NAV as on Jun-18-2013

Fund Family UTI Mutual Fund

Fund Class Sector - Others

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
View Top ranked funds in other categories

Close earlier called UTI Auto Sector Fund, Change in name and in Investment Objective w.e.f April 11, 2008.
View Historic Graph From     To     

Returns (NAV as on Jun-18-2013)

Period Returns (%) Rank #
1 mth -5.2 1
3 mth 4.3 1
6 mth -4.0 1
1 year 11.6 5
2 year 9.9 2
3 year 6.9 4
5 year 17.6 1

# Moneycontrol Rank within 12 Sector - Others Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 -11.4 - - - -
2012 24.3 -3.3 8.1 4.4 38.8
2011 -10.1 -0.4 -3.6 -8.7 -20.6
2010 1.5 6.9 16.9 -4.6 23.6
2009 4.8 39.9 38.8 -0.2 128.0
2008 -25.0 -15.3 5.2 -21.8 -49.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Sector - Others)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -5.2 4.3 -4.0 11.6 9.9 6.9 17.6
Category avg -6.6 -1.2 -10.0 8.8 -0.4 0.1 2.1
Difference of Fund returns and Category returns 1.4 5.5 6.0 2.8 10.3 6.8 15.5
Best of category -5.2 4.3 -4.0 33.8 15.6 8.7 17.6
Worst of category -9.6 -5.2 -15.4 -8.1 -11.5 -9.2 -2.7

Investment Info

Investment Objective

Investment Objective is capital appreciation through investments in stocks of the companies engaged in the transportation and logistics sector.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 07, 2004
Benchmark N.A
Asset Size (Rs cr) 52.85 (Mar-30-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Anoop Bhaskar
View performance of schemes managed by the Fund Manager
Notes earlier called UTI Auto Sector Fund, Change in name and in Investment Objective w.e.f April 11, 2008.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 Year from the date of allotment.

Contact Details

Regd. Office UTI Tower, Gn Block, Bandra-Kurla Complex, Bandra (E), Mumbai, 400051
Tel. No. 66786666
Fax No. 26524921
Email uti@giasbm01.vsnl.net.in
Website http://www.utimf.com

Peer Comparison

Sector - Others Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Natural Resources (G) Not Ranked
1,383.05 -4.7 -12.6 -8.1 -2.8 -2.0
UTI Energy Fund (G) Not Ranked
288.57 -4.9 -11.2 -3.5 -9.2 -2.7
Can Robeco FORCE - RP (G) Not Ranked
107.59 4.1 -4.2 22.4 8.6 --
Can Robeco FORCE - IP (G) Not Ranked
6.46 4.2 -4.1 22.6 8.7 --
Reliance Media & Entertain (G) Not Ranked
102.65 -2.6 -8.7 33.8 8.3 6.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 13)

Equity Sector Value
(Rs cr)
Asset %
MRF Automotive 4.48 8.93
Maruti Suzuki Automotive 4.17 8.32
Bosch Automotive 4.12 8.20
WABCO India Automotive 3.62 7.21
Eicher Motors Automotive 3.61 7.19
Amara Raja Batt Automotive 3.43 6.84
Tata Motors Automotive 2.50 4.98
Mah and Mah Automotive 2.24 4.45
Hero Motocorp Automotive 2.03 4.05
Ceat Automotive 1.74 3.47

Full Portfolio

Sector Allocation (May 31, 13)

Sector %

1-Year

HighLow

Automotive 86.12 86.12 76.71
Engineering 5.92 8.55 3.45
Services 2.77 4.78 0.24
Chemicals 0.96 3.95 0.92
Manufacturing 0.39 5.68 0.39
Metals & Mining 0.33 0.56 0.33

View All Sectors

Asset Allocation (%)(May 31, 13)

Equity 96.66
Others 0.00
Debt 0.08
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.25

View All

Concentration

Holdings (%)
Top 5 39.85
Top 10 63.64
Sector (%)
Top 3 94.81

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