Should I invest in UTI-Transportation and Logistics Fund?

We don't give personal investment advice. UTI-Transportation and Logistics Fund-Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.4%. 5-year CAGR: 18.98%.

UTI

UTI-Transportation and Logistics Fund-Growth Option

Latest NAV

₹285.6410

As of

24 Jul 2026

4,995 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.99%	-0.24%	-0.74	117 / 122	Q4
1W	-0.73%	-1.20%	+0.47	37 / 122	Q2
2W	-0.31%	-1.38%	+1.07	20 / 122	Q1
1M	+2.29%	-0.33%	+2.63	18 / 122	Q1
3M	+5.79%	+2.77%	+3.01	23 / 122	Q1
6M	+1.95%	+4.75%	-2.80	72 / 122	Q3
YTD	-4.19%	+0.21%	-4.40	88 / 122	Q3
1Y	+6.75%	+1.48%	+5.27	33 / 120	Q2
2Y	+2.44%	+1.54%	+0.90	46 / 116	Q2
3Y	+16.80%	+13.01%	+3.79	37 / 114	Q2
4Y	+18.19%	+14.55%	+3.64	30 / 106	Q2
5Y	+18.98%	+11.72%	+7.26	11 / 104	Q1
7Y	+19.24%	+14.88%	+4.37	24 / 99	Q1
10Y	+11.87%	+11.23%	+0.64	48 / 93	Q3
Inception	+13.99%	+10.97%	+3.02	24 / 122	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.19%	+0.11%	-4.30	84 / 118
2025	+18.28%	+3.20%	+15.09	9 / 115
2024	+18.73%	+19.60%	-0.87	54 / 113
2023	+39.25%	+31.56%	+7.69	34 / 108
2022	+14.69%	+2.19%	+12.51	15 / 104
2021	+23.07%	+32.41%	-9.34	65 / 102
2020	+11.30%	+18.32%	-7.02	58 / 100
2019	-8.57%	+5.50%	-14.08	94 / 97
2018	-18.80%	-10.07%	-8.73	74 / 94
2017	+36.32%	+30.10%	+6.22	34 / 93
2016	+3.84%	-0.25%	+4.09	26 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.97%

236 windows

min -48.5% · max 144.7%

71% positive

3-Year rolling

+18.52%

211 windows

min -16.9% · max 50.3%

89% positive

5-Year rolling

+17.54%

187 windows

min -7.2% · max 34.7%

97% positive

7-Year rolling

+16.87%

163 windows

min 5.2% · max 37.4%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.85%

3-year · annualised

Sharpe ratio

0.71

vs risk-free 6.5%

Sortino ratio

1.07

Downside-only deviation

Max drawdown

-25.35%

Sep 2024 → Apr 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹17.7760	24 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.1441	24 Jul 2026
SBI COMMA Fund - REGULAR PLAN - Growth	SBI	₹114.8349	24 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5800	24 Jul 2026
Franklin Asian Equity Fund - Growth Plan	Franklin Templeton	₹43.3220	24 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.3942	24 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.1110	24 Jul 2026
CANARA ROBECO INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹166.1100	24 Jul 2026
UTI - MNC Fund - Regular Plan - Growth Option	UTI	₹392.8627	24 Jul 2026
Aditya Birla Sun Life Consumption Fund -Regular - IDCW	Birla Sun Life	₹35.4300	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹285.6410
23 Jul 2026	₹288.4918
22 Jul 2026	₹287.9829
21 Jul 2026	₹288.9644
20 Jul 2026	₹287.0173
17 Jul 2026	₹287.7502
16 Jul 2026	₹285.9767
15 Jul 2026	₹285.8730
14 Jul 2026	₹283.4764
13 Jul 2026	₹286.5756

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 24 Jul 2026, the NAV of UTI-Transportation and Logistics Fund-Growth Option is ₹285.6410. It's a Sectoral/Thematic Fund from UTI, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

UTI-Transportation and Logistics Fund-Growth Option has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

UTI-Transportation and Logistics Fund-Growth Option is managed by UTI. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI-Transportation and Logistics Fund-Growth Option has delivered a absolute return of 6.75% — +5.27 pp ahead of the Sectoral/Thematic Fund category average of 1.48%. The fund ranks #33 of 120 in its category — the second (Q2) quartile.

Over the trailing 3-year window, UTI-Transportation and Logistics Fund-Growth Option has delivered a CAGR of 16.80% — +3.79 pp ahead of the Sectoral/Thematic Fund category average of 13.01%. The fund ranks #37 of 114 in its category — the second (Q2) quartile.

Over the trailing 5-year window, UTI-Transportation and Logistics Fund-Growth Option has delivered a CAGR of 18.98% — +7.26 pp ahead of the Sectoral/Thematic Fund category average of 11.72%. The fund ranks #11 of 104 in its category — the top (Q1) quartile.

₹1 lakh invested in UTI-Transportation and Logistics Fund-Growth Option exactly 10 years ago would be worth approximately ₹306,979 today — a multiplier of 3.07×, based on the 10-year CAGR of 11.87%. The category average over the same window would have grown ₹1 lakh to ₹289,792.

A ₹10,000 monthly SIP in UTI-Transportation and Logistics Fund-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹916,383 today. That's an XIRR (money-weighted annualised return) of 16.96%.

A ₹10,000 monthly SIP for 10 years in UTI-Transportation and Logistics Fund-Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,662,372 (multiplier 2.22×). XIRR: 15.22%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, UTI-Transportation and Logistics Fund-Growth Option ranks #11 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.72%; this fund delivered 18.98%.

The worst peak-to-trough decline UTI-Transportation and Logistics Fund-Growth Option has experienced over the last 5-year window is 25.35% — its NAV fell from a high on 27 Sep 2024 to a low on 07 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, UTI-Transportation and Logistics Fund-Growth Option averaged 17.54% (best 34.72%, worst -7.18%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.80 — reasonable risk-adjusted performance.

In calendar year 2025, UTI-Transportation and Logistics Fund-Growth Option returned 18.28% — beating the Sectoral/Thematic Fund category average of 3.20% by 15.09 pp. It ranked #9 of 115 in its category that year.

UTI-Transportation and Logistics Fund-Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. UTI-Transportation and Logistics Fund-Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.4%. 5-year CAGR: 18.98%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.