NSE ScannerUTI Mutual Fund · Equity · Sectoral / Thematic · Direct plan
UTI - Transportation and Logistics Fund - Direct Plan - Growth
₹322.6038NAV on 30 Oct 2026Expense ratio 0.98%
29 Oct 2025NAV low 288.68 · high 357.78-4.8%
In plain words
Over 3 years it returned +16.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -24.9%.
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 | -2.7% | +1.9% |
| 3 months | -6.3% | -5.1% |
| 6 months | +2.9% | -3.2% |
| 1 year | -4.5% | -10.2% |
| 3 years (yearly) | +16.8% | +7.4% |
| 5 years (yearly) | +17.3% | +6.5% |
| 10 years (yearly) | +12.0% | +11.3% |
| Since start (yearly) | +17.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,238 | -3.7% |
| 3 years | ₹3,60,000 | ₹4,02,884 | +7.1% |
| 5 years | ₹5,90,000 | ₹8,59,851 | +14.9% |
| 10 years | ₹11,90,000 | ₹26,76,072 | +15.4% |
Other plan of this fund: UTI - Transportation and Logistics Fund - Regular Plan - Growth