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UTI Transportation and Logistics Fund (G)

PLAN: Regular OPTIONS: Growth
104.928 0.4 (0.38%)

NAV as on 21 Apr, 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 Dec 2016) 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 21 Apr, 2017)

Period Returns (%) Rank #
1 mth 2.7 16
3 mth 9.9 15
6 mth 3.6 18
1 year 20.7 16
2 year 11.5 15
3 year 29.5 2
5 year 27.3 1

# Moneycontrol Rank within 24 Sector - Others Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 2.7 9.9 3.6 20.7 11.5 29.5 27.3
Category avg 2.6 9.3 5.6 17.7 9.3 12.1 9.1
Difference of Fund returns and Category returns 0.1 0.6 -2.0 3.0 2.2 17.4 18.2
Best of category 5.9 24.3 17.6 42.5 17.5 30.9 27.3
Worst of category -2.0 -10.3 -4.2 -17.2 9.9 5.8 0.2

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) 839.64 (Mar-31-2017)
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 (G) Not Ranked
839.64 9.9 3.6 20.7 29.5 27.3
Birla SL Manufacturing Equity - RP (G) Not Ranked
765.23 11.5 5.4 29.4 -- --
SBI Magnum Comma Fund (G) Not Ranked
261.32 9.4 11.2 41.7 20.2 11.1
UTI Energy Fund (G) Not Ranked
185.94 -10.3 -4.2 -17.2 5.8 0.2
UTI Energy Fund - Direct (G) Not Ranked
2.82 -10.3 -4.1 -16.8 6.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 91.44 10.89
Tata Motors Automotive 88.58 10.55
Hero Motocorp Automotive 55.67 6.63
M&M Automotive 54.24 6.46
Eicher Motors Automotive 49.71 5.92
Adani Ports Engineering 42.07 5.01
Bajaj Auto Automotive 33.59 4.00
MRF Automotive 32.75 3.90
Bosch Automotive 31.99 3.81
Container Corp Services 25.78 3.07

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Automotive 68.43 66.51 66.51
Engineering 10.19 9.99 9.99
Manufacturing 6.41 5.36 5.36
Services 6.24 6.73 6.73
Miscellaneous 2.67 3.59 3.59
Chemicals 1.53 1.95 1.95

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 95.47
Others 0.00
Debt 0.39
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.11

View All

Concentration

Holdings (%)
Top 5 40.45
Top 10 60.24
Sector (%)
Top 3 85.03

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