UTI-Transpotation and Logistics Fund-Growth Option- Direct

UTI-Transpotation and Logistics Fund-Growth Option- Direct of UTI Mutual Fund has asset class type as Sector. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

High

Expense Ratio (%)

1.25

Age

NA Years

Fund Manager

Sachin Trivedi

AuM (Rs Crores)

1470.1721

Asset Class

Sector

Net Asset Value:

104.0975

Rating

4

Exit Load

0.01

Benchmark

UTI Transportation & Logistic Index

Fund Type

Multi Cap

SEBI Category

Sectoral / Thematic

Turnover Ratio(Monthly)

12.90%

Fund Manager Details:

Sachin Trivedi B.com graduate from Narsee Manjee College of Commerce, Mumbai and holds a post-graduate degree in management (MMS) from the K.J. Somaiya Institute of Management Srudies & Research, Mumbai University. He also holds a CFA charter since 24 conferred on him by the CFA Institute, USA. He began his career in June 21, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portfolio responsibility and is the Co - Fund Manager - UTI Energy Fund.

Objective:

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Top Holdings:

  • Automobile (5.44)
  • Auto Ancillaries (16.47)
  • Tyres (8.2)
  • Logistics (6.57)
  • Castings
  • Forgings & Fastners (5.4)
  • Infrastructure Developers & Operators (4.55)
  • Finance (1.15)
  • Marine Port & Services (1.13)
  • Capital Goods - Electrical Equipment (.68)
  • Air Transport Service (.61)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition