UTI Transportation and Logistics Fund Regular Plan-Growth
Equity
Sectoral-Auto & Transportation
₹-1.15% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹4095 Cr
- Created onN/A
Fund Ranking
#7
/ 7 in Sectoral-Auto & Transportation
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month8.5%
- 1 Year-5.7%
- 3 Year (CAGR)15.1%
- All Time (CAGR)15.9%
Category Return
- 6 Month10.1%
- 1 Year-1.5%
- 3 Year (CAGR)16.2%
- All Time (CAGR)15.4%
Asset Allocation
- Equity96.4%
- Debt0.2%
- Other3.5%
Top 5 Holdings
Top 5 Sectors
- Adani Enterprises0.42%
- Apollo Tyres0.90%
- Ashok Leyland0.73%
- Balkrishna Industries0.47%
- Bharat Forge0.44%
Fund Information
- Expense Ratio1.91%
- Exit LoadExit load of 1% if redeemed within 30 days.
- Lock-In PeriodNo Lock-In
Managed By
Sachin Trivedi
Sep 2016 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.60 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 18.36 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -0.50 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.88