TickerKhojUTI Mutual Fund · Equity · Sectoral / Thematic · Regular plan
UTI - Transportation and Logistics Fund - Regular Plan - Growth
₹277.7198NAV on 30 Oct 2026Expense ratio 1.91%
29 Oct 2025NAV low 249.99 · high 308.57-5.8%
In plain words
Over 3 years it returned +15.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -25.4%.
On 3-year return it ranks 40 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹1,75,544 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.8% | +1.9% |
| 3 months | -6.5% | -5.1% |
| 6 months | +2.4% | -3.2% |
| 1 year | -5.5% | -10.2% |
| 3 years (yearly) | +15.6% | +7.4% |
| 5 years (yearly) | +15.9% | +6.5% |
| 10 years (yearly) | +10.7% | +11.3% |
| Since start (yearly) | +13.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,506 | -4.7% |
| 3 years | ₹3,60,000 | ₹3,95,578 | +5.9% |
| 5 years | ₹5,90,000 | ₹8,32,085 | +13.6% |
| 10 years | ₹11,90,000 | ₹25,00,528 | +14.2% |
Other plan of this fund: UTI - Transportation and Logistics Fund - Direct Plan - Growth