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UTI Transportation and Logistics Fund - Regular Plan

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Value Research Rating

Unrated

Our Opinion

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Riskometer

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Very High

₹252.7294 -2.00%

As on 20-May-2025

Returns

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Calculate SIP Returns of UTI Transportation and Logistics Fund - Regular Plan

Upfront Investment

₹

Monthly SIP Amount

₹

Investment Duration

years
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Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

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Portfolio of UTI Transportation and Logistics Fund - Regular Plan

Asset Allocation

Split between different types of investments

Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
UTI Transportation and Logistics Fund - Regular Plan
Unrated
unlock fund advisor
Very High
1.97
ICICI Prudential India Opportunities Fund Invest Now
Unrated
unlock fund advisor
Very High
1.61
ICICI Prudential Business Cycle Fund Invest Now
Unrated
unlock fund advisor
Very High
1.73
HDFC Manufacturing Fund - Regular Plan Invest Online
Unrated
unlock fund advisor
Very High
1.70
SBI Innovative Opportunities Fund - Regular Plan Invest Online
Unrated
unlock fund advisor
Very High
1.79
Detailed Comparison arrow

Other details of UTI Transportation and Logistics Fund - Regular Plan

Assets

info

₹3,292 Cr

Exit Load (Days)

info

1.00 (30)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

--

Min. SIP Investment (₹)

500

Min. No of Cheques

6

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Investment Strategy

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.

Suitability

Such thematic funds are avoidable for most investors because:

  • They have a narrow investment focus
  • Instead, diversified equity funds which invest across sectors/themes are better

If you still choose to invest:

  • Invest only through SIP
  • Have a 7+ year investment horizon
  • Be prepared to withstand interim sharp declines in investment value

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Latest news on UTI Transportation and Logistics Fund - Regular Plan

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Adani Group bribery allegations: What it means for mutual funds

1 min read•By Pranit Mathur

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Benchmark Revision in UTI Transportation and Logistics Fund

1 min read•By News Desk

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Change in exit load of UTI Mutual Fund schemes

1 min read•By Value Research

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Fund Manager change in UTI Transportation and Logistics Fund

1 min read•By News Desk

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FAQ for UTI Transportation and Logistics Fund - Regular Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of UTI Transportation and Logistics Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, UTI Transportation and Logistics Fund - Regular Plan can be bought from the UTI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of UTI Transportation and Logistics Fund - Regular Plan, is ₹252.7294 as of 21-May-2025.

Over the past five years, UTI Transportation and Logistics Fund - Regular Plan has delivered an annualised return of 31.25% as of 21-May-2025.

The minimum investment required to start investing in UTI Transportation and Logistics Fund - Regular Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.

Mutual Funds > UTI > UTI Transportation and Logistics Fund - Regular Plan