UTI Transportation and Logistics Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Others
Benchmark Type
UTI Transportation & Logistics
Scheme AUM (in Crs.)
₹ 1677.96
Expense Ratio
1.24%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 165946
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
106.939
(-0.4 %)
NAV as on 2018-11-14
Returns
Fund
UTI Transportation and Logistics Fund - Direct Plan
1 Year
-13.04%
3 Year
6.58%
5 Year
24.91%
AMC Details
amc launch date
Launch Date
01 Feb 2003
amc sponsor
Sponsor
NA
amc email
Email
service@uti.co.in
amc phone
Phone
022 - 66786666
amc address
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1% if redeemed less than 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
An open-ended equity fund with the objective to provide Capital appreciation through investments in the stocks of the companies engaged in providing transportation services, design, manufacture, distribution or sale of transportation equipment and companies in he logistics sector.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth
• Investment in equity instruments of the companies engaged in the transportation and logistics sectorHigh Risk Level
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,776
Portfolio Value
-224
Total Returns