March 28, 2026
RA Jainee
UTI Transportation and Logistics Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 295.74 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 136.78 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | Nifty Transportation & Logistics TRI |
| AUM Rs. | 4,047 Cr |
| Â | (As on 28-Feb-2026) |
| Expense | 0.81% |
| 1 Year Return (%) | 17.90 |
| 3 Year Return (%) | 23.36 |
| 5 Year Return (%) | 17.98 |
| 10 Year Return (%) | 13.82 |
| Return Since Launch | 18.17% |
⚖️ Sahifund Review – UTI Transportation and Logistics Fund ✔
PLUS: Stability, track record, cost efficiency
UTI Transportation and Logistics Fund has delivered strong long-term consistency, with nearly 18% CAGR over 5 years and 13–14% over 10 years, reflecting the structural growth in India’s infrastructure and mobility theme. The fund has broadly kept pace with its benchmark and category, showcasing steady execution. With a relatively low turnover of just 14%, the portfolio reflects a stable, buy-and-hold strategy, which is rare in sectoral funds. The expense ratio of 0.81% is reasonable, considering it is an actively managed thematic fund. Backed by the legacy of UTI Mutual Fund, it benefits from experienced fund management and research depth. The fund offers focused exposure to logistics, auto and transportation plays, making it relevant for investors bullish on India’s economic expansion and supply-chain evolution. It can work well as a satellite SIP allocation in a diversified portfolio.
MINUS: Large AUM, large-cap bias, momentum lag
Being a sectoral/thematic fund, it carries high concentration risk, with nearly 95% allocation in top 3 sectors, making it vulnerable to sector-specific downturns. The portfolio is also heavily tilted towards large caps (~78%), which may limit alpha during broader midcap-driven rallies. Despite strong long-term returns, the fund has not consistently outperformed category leaders in recent periods, indicating moderate momentum. The top 10 holdings account for over 65%, which increases concentration risk within the theme. Investors should also note that sector funds are cyclical in nature, and returns can be highly dependent on economic cycles, fuel prices, policy changes and demand trends. This makes it unsuitable as a core holding and exposes investors to higher volatility compared to diversified funds.
Sahifund View (Decisive Line):
A strong thematic performer with long-term merit, but due to high sector concentration, it is best used as a tactical SIP allocation, not a core portfolio fund.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.Â
Suitable For Which Investors?Â
Nobody should invest in Auto & Transportation funds in our opinion, because:Â
• They have a narrow focus on companies engaged in automotive & related business activitiesÂ
• Instead, diversified equity funds which invest across sectors are betterÂ
If you still choose to invest:Â
1. Invest only through SIPÂ
2. Have a 7+ year investment horizonÂ
3. Be prepared to withstand interim sharp declines in investment valueÂ
Fund’s Investment Strategy:Â
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.Â
Fund Manager:Â
1) Sachin TrivediÂ
Education: Mr. Sachin Trivedi is a CFA.Â
Experience: He began his career in June 2001, with UTI AMC. He has more than 13 years of experience in research and portfolio management. Presently, he leads the Equity research in the capacity of Head – Research. He is also a fund manager.Â
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 30 days |
Basic Details of UTI Transportation and Logistics Fund  Â
| Fund House | UTI Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 18.17% |
| Benchmark | Nifty Transportation & Logistics TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 4,047 Cr |
| Â | (As on 28-Feb-2026) |
| Expense | 0.81% |
| Â | (As on 28-Feb-2026) |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 14.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| UTI Transportation & Logistics Dir | -12.06 | 1.23 | -11.70 | -10.73 | -11.48 | 17.90 | 23.36 | 17.98 | 16.19 | 13.82 |
| BSE Auto TRI | -12.71 | 1.23 | -12.16 | -10.83 | -9.90 | 19.22 | 25.66 | 19.75 | 17.03 | 13.53 |
| Equity: Sectoral-Auto & Transportation | -11.70 | 1.02 | -11.36 | -10.12 | -10.33 | 18.87 | 24.95 | 17.98 | 16.19 | 13.82 |
| Rank within category | 7 | 7 | 7 | 9 | 9 | 8 | 4 | 1 | 1 | 1 |
| Number of funds in category | 12 | 12 | 12 | 12 | 12 | 11 | 4 | 1 | 1 | 1 |
Peer Comparison of UTI Transportation and Logistics Fund
| Â | Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) |
| UTI Transportation & Logistics Dir | Unrated | 17.90 | 23.36 | 17.98 | 0.81 | 4,047 | 18.17 | 1.00 (30) | 13Y 2M | 14.00 |
| SBI Automotive Opportunities Dir | Unrated | 25.29 | — | — | 0.81 | 5,333 | 3.54 | 1.00 (30) | 1Y 9M | 34.00 |
| ICICI Pru Transportation and Logistics Dir | Unrated | 18.44 | 25.94 | — | 0.94 | 3,040 | 21.36 | 1.00 (30) | 3Y 4M | 43.00 |
| HDFC Transportation and Logistics Dir | Unrated | 23.02 | — | — | 0.97 | 1,758 | 21.62 | 1.00 (30) | 2Y 7M | 30.85 |
| ABSL Transportation and Logistics Dir | Unrated | 16.19 | — | — | 0.79 | 1,540 | 15.15 | 1.00 (365) | 2Y 4M | 13.00 |
Portfolio Analysis of UTI Transportation and Logistics Fund
| No. of Stocks | 42 |
| Top 10 Stocks | 65.16% |
| Top 5 Stocks | 43.83% |
| Top 3 Sectors | 94.57% |
| Portfolio P/B Ratio | 5.21 |
| Portfolio P/E Ratio | 23.84 |
Portfolio Breakup
| Â | Fund | Category |
| Average Mkt Cap (Rs Cr) | 1,53,787 | 1,33,556 |
| Giant (%) | — | — |
| Large (%) | 77.73 | 64.79 |
| Mid (%) | 8.79 | 14.92 |
| Small (%) | 13.48 | 20.29 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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