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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

32.115
0.47 (1.47%)
NAV as on May-24-2013

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 May-24-2013)

Period Returns (%) Rank #
1 mth 4.2 1
3 mth 4.3 3
6 mth 5.2 3
1 year 13.1 5
2 year 10.7 4
3 year 11.9 4
5 year 16.8 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 4.2 4.3 5.2 13.1 10.7 11.9 16.8
Category avg -0.3 -1.1 -2.1 13.7 1.3 3.7 1.3
Difference of Fund returns and Category returns 4.5 5.4 7.3 -0.6 9.4 8.2 15.5
Best of category 4.2 5.0 6.1 35.3 17.9 13.0 16.8
Worst of category -3.8 -5.4 -9.3 -2.7 -9.0 -5.7 -3.8

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 -5.2 -4.7 -2.7 0.2 -1.9
UTI Energy Fund (G) Not Ranked
288.57 -3.4 -3.3 3.8 -5.7 -3.8
Can Robeco FORCE - RP (G) Not Ranked
107.59 5.0 6.1 30.5 12.9 --
Reliance Media & Entertain (G) Not Ranked
102.65 -0.8 -0.6 35.3 12.8 5.7
Baroda Pioneer PSU Equity Fund (G) Not Ranked
65.38 -5.2 -2.3 1.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 13)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 4.62 9.20
MRF Automotive 4.33 8.64
Bosch Automotive 4.00 7.98
Amara Raja Batt Automotive 3.71 7.40
WABCO India Automotive 2.97 5.92
Eicher Motors Automotive 2.96 5.90
Tata Motors Automotive 2.42 4.83
Mah and Mah Automotive 2.13 4.25
Hero Motocorp Automotive 1.92 3.83
Apollo Tyres Automotive 1.78 3.54

Full Portfolio

Sector Allocation (Apr 30, 13)

Sector %

1-Year

HighLow

Automotive 82.95 82.95 76.39
Engineering 6.04 8.55 3.45
Services 2.77 4.78 0.22
Miscellaneous 1.84 2.01 1.82
Chemicals 0.92 3.95 0.92
Manufacturing 0.45 6.17 0.43

View All Sectors

Asset Allocation (%)(Apr 30, 13)

Equity 95.35
Others 0.00
Debt 2.08
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.57

View All

Concentration

Holdings (%)
Top 5 39.14
Top 10 61.49
Sector (%)
Top 3 91.76

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