![]() |
|
![]() |
UTI TRANSPORTATION AND LOGISTIC FUND- GROWTH
The scheme aims to provide to investors growth of capital over a period of time as well as to make periodical distribution of income from investment in stocks of respective sectors of the Indian economy. Investment objective is "capital appreciation" through investments in the stocks of the companies engaged in the automobile and auto ancillary industry.
Fund Category | Equity |
Fund Class | Sectoral/thematic |
Fund Type | Open-Ended |
Options | Growth |
Launch Date | - |
Launch Price | Rs. 10.00 |
Latest NAV Price (Click here for price history) | Rs. 137.24 (July 1, 2022) |
Fundsupermart Risk Rating | 10-Highest Risk |
Minimum Initial Investment | Rs. 5,000 / - |
Minimum Subsequent Investment | Rs. 1,000 / - |
Minimum Redemption Amount | Rs. 1 |
Minimum Holding Period | - |
Transaction Time for Redemption | 1:50 PM |
Entry Load | NIL |
Exit Load | Less then 30 Days 1% of NAV, greater than or equal to 30 Days-Nil |
Period | 1 wk | 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | since inception |
NAV Returns (%) - INR | 1.22 | 0.2 | 6.3 | 5.8 | 10.6 | 14.2 | 4.5 | - |
Performance figures (as of July 1, 2022) | ||||||||
The performance figures in the table above are calculated using NAV prices, assuming growth option. Performance figures of over 1 year are annualised.(Eg. A 33.1% gain in 3 years works out to a 10% gain per year when annualised.)
Click here to see how the fund has performed against other funds or an index.
Calendar Year | 2015 | 2014 | 2013 | 2012 | 2011 |
UTI TRANSPORTATION AND LOGISTIC FUND- GROWTH (%) | 11.02 | -19.52 | 39.61 | 4.78 | 5.72 |
The performance figures in the table above are calculated using NAV, assuming Growth option. Performance figures of over 1 year are annualised.(Eg. A 33.1% gain in 3 years works out to a 10% gain per year when annualised.)
3 yr Annualised Volatility | 29.64 |
3 yr Sharpe ratio | 0.41 |
The above figures (as of July 1, 2022) |
Please note: