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UTI Transportation and Logistics Fund - Regular Plan - IDCW

UTI · Equity Fund
High
₹138.13
Current NAV
06 Nov 2026
3.5%
1Y Return
17.9%
3Y CAGR
16.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.92).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.92
Sharpe Ratio
0.52
Beta
3.92
Alpha
1.12
Sortino
Fund Details
Fund House UTI
Category Equity Fund
AUM ₹4470 Cr
Expense Ratio 1.72%
Min SIP ₹500
Min Lumpsum ₹1000
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