UTI Transportation and Logistics Fund Regular Plan-Growth
Equity
Sectoral-Auto & Transportation
₹-0.06% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
Not Rated - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹3811 Cr
- Created onN/A
Fund Ranking
#6
/ 6 in Sectoral-Auto & Transportation
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month-8.2%
- 1 Year7.4%
- 3 Year (CAGR)17.8%
- All Time (CAGR)16.1%
Category Return
- 6 Month-4.4%
- 1 Year9.9%
- 3 Year (CAGR)20.9%
- All Time (CAGR)-
Asset Allocation
- Equity94.2%
- Debt0.2%
- Other5.6%
Top 5 Holdings
Top 5 Sectors
- Apollo Tyres1.10%
- Ashok Leyland0.97%
- Balkrishna Industries0.51%
- Bharat Forge0.58%
- Ceat0.38%
Fund Information
- Expense Ratio2.32%
- 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. 0.73 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 17.78 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -1.71 - 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. 0.89