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UTI Transportation and Logistics Fund (G)

PLAN: Regular OPTIONS: Growth
114.845 1.94 (1.66%)

NAV as on 22 Sep, 2017

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : UTI Mutual Fund FUND CLASS : Sector - Others
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2017) since it does not fulfill certain eligibility criteria of 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 22 Sep, 2017)

Period Returns (%) Rank #
1 mth 4.6 6
3 mth 1.7 14
6 mth 13.5 8
1 year 13.0 13
2 year 15.5 10
3 year 14.5 5
5 year 30.7 1

# Moneycontrol Rank within Sector - Others Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.9 6.2 - - -
2016 -4.3 6.6 10.6 -10.1 3.8
2015 3.4 -3.4 0.9 1.8 5.3
2014 15.3 33.7 18.2 10.8 103.4
2013 -11.4 3.6 1.5 28.6 23.8
2012 24.3 -3.3 8.1 4.4 38.8

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 4.6 1.7 13.5 13.0 15.5 14.5 30.7
Category avg 5.7 6.1 13.9 22.3 14.6 9.1 12.7
Difference of Fund returns and Category returns -1.1 -4.4 -0.4 -9.3 0.9 5.4 18.0
Best of category 7.5 11.4 26.7 38.5 30.2 17.9 30.7
Worst of category 1.9 -5.7 -4.2 0.8 9.9 8.1 11.9

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 Feb 04, 2004
Benchmark N.A
Asset Size (Rs cr) 969.96 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sachin Trivedi
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 (%)
UTI Transport&Logistics -Direct (G) Not Ranked
125.93 2.0 14.2 14.4 15.8 --
UTI Transport & Logistics (G) Not Ranked
969.96 1.7 13.5 13.0 14.5 30.7
ABSL Manufacturing Equity - RP (G) Not Ranked
762.70 4.6 11.0 14.9 -- --
ABSL Manufacturing Equity - DP (G) Not Ranked
22.57 4.8 11.6 16.2 -- --
SBI Magnum Comma Fund (G) Not Ranked
282.57 6.3 11.0 24.8 13.4 11.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 163.09 13.11
Tata Motors Automotive 123.61 9.94
Hero Motocorp Automotive 83.57 6.72
M&M Automotive 76.62 6.16
Eicher Motors Automotive 73.91 5.94
Adani Ports Engineering 72.61 5.84
Container Corp Services 61.09 4.91
MRF Automotive 41.66 3.35
Bajaj Auto Automotive 33.77 2.72
Escorts Automotive 32.37 2.60

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Automotive 68.52 0.00 0.00
Engineering 9.60 0.00 0.00
Manufacturing 7.52 0.00 0.00
Services 7.26 0.00 0.00
Miscellaneous 1.39 0.00 0.00
Chemicals 1.13 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 95.42
Others 0.00
Debt 0.32
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.28

View All

Concentration

Holdings (%)
Top 5 41.87
Top 10 61.29
Sector (%)
Top 3 85.64

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