UTI Transportation & Logistics
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Min amount: 500
- Fund Summary
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|Fund Type||Equity - Other|
|Exit Load||1% for 365 Days|
More about this fund
|Maruti Suzuki India Ltd||16.33%|
|Mahindra & Mahindra Ltd||7.84%|
|Eicher Motors Ltd||6.21%|
|Tata Motors Ltd||6.13%|
|Container Corporation of India Ltd||6.09%|
|Adani Ports & Special Economic Zone Ltd||5.75%|
|Hero MotoCorp Ltd||5.64%|
|Bajaj Auto Ltd||4.25%|
|InterGlobe Aviation Ltd||3.51%|
About UTI Transportation and Logistics Fund
Being an open ended scheme, it invests in a wide range of equity and equity related instruments of companies which are operating in the transportation and logistics sector. The fund manager aims to maximize wealth of investors in the long run by seeking growth opportunities at reasonable prices. However, the scheme does not guarantee assured returns due to presence of market risks.
Pros & Cons of UTI Transportation and Logistics Fund
UTI Transportation and Logistics Fund offers the following benefits:
- Opportunity to grow wealth by taking concentrated exposure in the thematic fund
- Suitable for investors looking to increase portfolio’s risk exposure via tactical allocation
- The fund has a considerably long performance record. It has consistently delivered double digit returns in the 5 year and 10 year time horizon.
Fund Information and Statistics of UTI Transportation and Logistics Fund
i) Inception / Launch date
UTI Transportation and Logistics Fund was launched on 7 April 2004 by UTI Mutual Fund.
ii) Risk level
Being a thematic fund, UTI Transportation and Logistics Fund is a high risk bet and suitable for investors who have a medium to long-term investment horizon of more than 5 years.
Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.
iv) Fund Manager
Mr. Sachin Trivedi heads the research segment of the fund house. Mr. Trivedi, who holds over 16 years of experience in research and portfolio management, has been managing the fund since September 2016.
v) Entry / Exit load
The fund house does not charge any entry load for investing in UTI Transportation and Logistics Fund. However, it charges an exit load of 1% for redemption of units within 365 days from the date of allotment.
Tax benefits of investing in UTI Transportation and Logistics Fund
The short-term capital gains made on sale of units within 1 year from the date of allotment will be taxed at the rate of 15%. The long term capital gains, over and above Rs 1 lakh, made on sale of units after 1 year from the date of allotment will be taxable at the rate of 10% (without indexation).
About UTI Mutual Fund
UTI Mutual Funds are managed by UTI Asset Management Company Ltd. (UTI AMC). The AMC was established on November 14, 2002 and started functioning in the investment domain from February 1, 2003. The fund attempts to provide an effective combination of the domain leadership in the capital markets coupled with state-of-the-art technological expertise. Efforts are made to offer investing solution which match the risk-return needs of the clients.
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Min amount: 500
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns