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UTI Transportation & Logistics Fund Regular Plan Growth

UTI Transportation & Logistics Fund Regular Plan Growth

Very High Risk
▲ 14.07%3Y Annualized
-0.69%1D Returns

NAV (15 Oct ’26)

₹278.98

Min SIP Amount

₹500.00

Fund Size (AUM)

₹4,094.35 Cr

Mutual Fund SIP Calculator

₹
/Month
₹100₹10L
Years
1Y40Y
%
1%30%
% /Year
0%25%

About UTI Transportation & Logistics Fund Regular Plan Growth

UTI Transportation & Logistics Fund Regular Plan Growth is a mutual fund scheme from UTI Asset Management Co Ltd. The fund was launched on 11 April 2004 and is managed by Sachin Trivedi. As of 15 October 2026, the fund has an AUM of ₹4,094.35 Cr and its latest NAV is ₹278.98. The fund has a Very High Risk risk rating.

The fund allows minimum SIP of ₹500 and lumpsum investment starting from ₹5,000.

The fund primarily invests in Consumer Cyclical, Industrials, and Energy and its top holdings include Mahindra & Mahindra Ltd, Eternal Ltd, Maruti Suzuki India Ltd, Eicher Motors Ltd, and Adani Ports & Special Economic Zone Ltd. The fund has delivered -6.0% returns over the last 1 year, 14.1% annualised returns over 3 years, 14.6% annualised returns over 5 years, and 15.9% annualised returns since inception.

UTI Transportation & Logistics Fund Regular Plan Growth may be suitable for investors looking for long-term wealth creation and who are comfortable with Very High Risk risk.

Top 10 Holdings

NameValueWeighting
Mahindra & Mahindra LtdConsumer Cyclical₹476.41 Cr11.64%
Eternal LtdConsumer Cyclical₹440.74 Cr10.76%
Maruti Suzuki India LtdConsumer Cyclical₹318.27 Cr7.77%
Eicher Motors LtdConsumer Cyclical₹299.68 Cr7.32%
Adani Ports & Special Economic Zone LtdIndustrials₹260.75 Cr6.37%
Bajaj Auto LtdConsumer Cyclical₹253.21 Cr6.18%
TVS Motor Co LtdConsumer Cyclical₹180.02 Cr4.40%
Hero MotoCorp LtdConsumer Cyclical₹174.29 Cr4.26%
Hyundai Motor India LtdConsumer Cyclical₹159.71 Cr3.90%
InterGlobe Aviation LtdIndustrials₹124.81 Cr3.05%

Returns & Rankings

Name3 Year4 Year5 Year
Fund returns-0.80%+14.07%+16.84%+14.64%
Category average--------
Rank--------
cc-incontent-mobile

Fund Management

ST

Sachin Trivedi

Experience: 10.03 Years

Minimum SIP Amount, Expense Ratio & Exit Load

UTI Transportation & Logistics Fund Regular Plan Growth Overview
Minimum SIP Amount₹500.00
Expense Ratio

1.92%

Inclusive of GST

Exit LoadExit Load (As % of NAV) less than 30 days - 1% and equal to or greater than 30 days - Nil

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UTI Transportation & Logistics Fund Regular Plan Growth FAQ's

What are the returns of UTI Transportation & Logistics Fund Regular Plan Growth?

UTI Transportation & Logistics Fund Regular Plan Growth has generated -6.0% returns over 1 year, 14.1% over 3 years and 14.6% over 5 years as of 15 October 2026.

What is today's NAV of UTI Transportation & Logistics Fund Regular Plan Growth?

Currently, the Net Asset Value (NAV) of UTI Transportation & Logistics Fund Regular Plan Growth is ₹278.98, as of 15 October 2026.

What are the ways to invest in UTI Transportation & Logistics Fund Regular Plan Growth?

You can invest in UTI Transportation & Logistics Fund Regular Plan Growth through a lumpsum, a monthly SIP and a daily SIP.

What is the minimum SIP investment in UTI Transportation & Logistics Fund Regular Plan Growth?

The minimum SIP amount for UTI Transportation & Logistics Fund Regular Plan Growth is ₹500 per instalment.

What is the expense ratio of UTI Transportation & Logistics Fund Regular Plan Growth?

The expense ratio of UTI Transportation & Logistics Fund Regular Plan Growth is 1.92%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹96.

What is the risk level of UTI Transportation & Logistics Fund Regular Plan Growth?

As per the fund factsheet published by the fund house, UTI Transportation & Logistics Fund Regular Plan Growth is considered to carry Very High Risk for its investors.

What are the top holdings of UTI Transportation & Logistics Fund Regular Plan Growth?

The top holdings of UTI Transportation & Logistics Fund Regular Plan Growth include Mahindra & Mahindra Ltd, Eternal Ltd, Maruti Suzuki India Ltd, Eicher Motors Ltd and Adani Ports & Special Economic Zone Ltd, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

Is there any lock-in period for UTI Transportation & Logistics Fund Regular Plan Growth?

UTI Transportation & Logistics Fund Regular Plan Growth has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

How can I redeem my investments in UTI Transportation & Logistics Fund Regular Plan Growth?

You can redeem your investment in UTI Transportation & Logistics Fund Regular Plan Growth on any business day. The exit load is Exit Load (As % of NAV) less than 30 days - 1% and equal to or greater than 30 days - Nil.

Who is the fund manager of UTI Transportation & Logistics Fund Regular Plan Growth?

UTI Transportation & Logistics Fund Regular Plan Growth is managed by Sachin Trivedi. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.

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Disclaimer

  • Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
  • Paisabazaar Marketing and Consulting Private Limited is an AMFI registered Mutual Fund Distributor - ARN-336712 | ARN Validity period: 08 Aug 2025 to 07 Aug 2028
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