Should I invest in UTI-Transportation and Logistics Fund?

We don't give personal investment advice. UTI-Transportation and Logistics Fund-Growth Option- Direct 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: 24.9%. 5-year CAGR: 18.16%.

UTI

UTI-Transportation and Logistics Fund-Growth Option- Direct

Latest NAV

₹314.1424

As of

3 Jun 2026

3,300 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	+0.60%	+0.27%	+0.33	61 / 258	Q1
1W	-1.49%	-1.34%	-0.15	127 / 258	Q2
2W	+1.17%	+0.04%	+1.14	77 / 259	Q2
1M	-0.89%	-0.39%	-0.50	142 / 259	Q3
3M	-4.07%	+2.19%	-6.27	218 / 257	Q4
6M	-8.31%	-1.09%	-7.22	207 / 247	Q4
YTD	-8.45%	-1.30%	-7.15	212 / 247	Q4
1Y	+8.17%	+5.02%	+3.15	70 / 230	Q2
2Y	+3.28%	+5.50%	-2.22	103 / 182	Q3
3Y	+19.21%	+16.94%	+2.27	61 / 139	Q2
4Y	+20.59%	+16.57%	+4.02	31 / 119	Q2
5Y	+18.16%	+13.73%	+4.43	28 / 109	Q2
7Y	+17.51%	+16.42%	+1.09	39 / 91	Q2
10Y	+13.25%	+15.07%	-1.82	58 / 76	Q4
Inception	+18.29%	+10.45%	+7.84	45 / 259	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	-8.45%	-0.94%	-7.52	210 / 244
2025	+19.58%	+4.41%	+15.17	14 / 208
2024	+20.06%	+23.18%	-3.11	94 / 155
2023	+40.81%	+33.51%	+7.29	33 / 127
2022	+16.15%	+4.32%	+11.82	21 / 116
2021	+24.57%	+34.43%	-9.86	69 / 104
2020	+12.48%	+21.19%	-8.72	59 / 94
2019	-7.58%	+9.30%	-16.88	85 / 85
2018	-17.82%	-5.36%	-12.46	67 / 77
2017	+37.96%	+35.61%	+2.36	39 / 76
2016	+5.06%	+4.98%	+0.08	32 / 76

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

+24.91%

152 windows

min -43.8% · max 149.9%

81% positive

3-Year rolling

+17.50%

127 windows

min -18.7% · max 50.6%

85% positive

5-Year rolling

+14.77%

103 windows

min -8.1% · max 35.4%

94% positive

7-Year rolling

+12.87%

79 windows

min 7.2% · max 18.8%

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

16.94%

3-year · annualised

Sharpe ratio

0.75

vs risk-free 6.5%

Sortino ratio

1.07

Downside-only deviation

Max drawdown

-24.93%

Sep 2024 → Apr 2025

% positive months

80.6%

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 - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹314.1424
2 Jun 2026	₹314.3329
1 Jun 2026	₹312.4659
29 May 2026	₹316.6695
27 May 2026	₹322.2159
26 May 2026	₹319.0955
25 May 2026	₹319.5565
22 May 2026	₹314.1385
21 May 2026	₹313.5691
20 May 2026	₹311.8428

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 03 Jun 2026, the NAV of UTI-Transportation and Logistics Fund-Growth Option- Direct is ₹314.1424. It's a Sectoral/Thematic Fund from UTI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

UTI-Transportation and Logistics Fund-Growth Option- Direct has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

UTI-Transportation and Logistics Fund-Growth Option- Direct 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- Direct has delivered a absolute return of 8.17% — +3.15 pp ahead of the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #70 of 230 in its category — the second (Q2) quartile.

Over the trailing 3-year window, UTI-Transportation and Logistics Fund-Growth Option- Direct has delivered a CAGR of 19.21% — +2.27 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #61 of 139 in its category — the second (Q2) quartile.

Over the trailing 5-year window, UTI-Transportation and Logistics Fund-Growth Option- Direct has delivered a CAGR of 18.16% — +4.43 pp ahead of the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #28 of 109 in its category — the second (Q2) quartile.

₹1 lakh invested in UTI-Transportation and Logistics Fund-Growth Option- Direct exactly 10 years ago would be worth approximately ₹347,039 today — a multiplier of 3.47×, based on the 10-year CAGR of 13.25%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in UTI-Transportation and Logistics Fund-Growth Option- Direct over the last 5 years — total invested ₹600,000 — would be worth ₹916,865 today. That's an XIRR (money-weighted annualised return) of 16.97%.

A ₹10,000 monthly SIP for 10 years in UTI-Transportation and Logistics Fund-Growth Option- Direct = ₹1,200,000 invested. It would currently be worth ₹2,724,967 (multiplier 2.27×). XIRR: 15.65%. 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- Direct ranks #28 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.73%; this fund delivered 18.16%.

The worst peak-to-trough decline UTI-Transportation and Logistics Fund-Growth Option- Direct has experienced over the last 5-year window is 24.93% — 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- Direct averaged 14.77% (best 35.35%, worst -8.09%). 94% of rolling windows ended positive. The 5-year Sharpe ratio is 0.71 — reasonable risk-adjusted performance.

In calendar year 2025, UTI-Transportation and Logistics Fund-Growth Option- Direct returned 19.58% — beating the Sectoral/Thematic Fund category average of 4.41% by 15.17 pp. It ranked #14 of 208 in its category that year.

UTI-Transportation and Logistics Fund-Growth Option- Direct 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- Direct 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: 24.9%. 5-year CAGR: 18.16%.

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