UTI Transportation & Logistics Fund Plan Reinvestment Inc Dist cum Cap Wdrl
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.2%
Sharpe Ratio-0.38
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Mahindra & Mahindra LtdConsumers13.80%
Maruti Suzuki India LtdConsumers9.38%
Eicher Motors LtdConsumers9.21%
InterGlobe Aviation LtdCapital Goods6.46%
Bajaj Auto LtdConsumers5.60%
Eternal LtdConsumers5.43%
Adani Ports & Special Economic Zone LtdCapital Goods4.96%
Net Current AssetsUtilities3.90%
Hero MotoCorp LtdConsumers3.87%
Hyundai Motor India LtdConsumers3.63%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.93%
Regulatory & Tax Information
INF789F01281
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)