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: 20.32%.

UTI

UTI-Transportation and Logistics Fund-Growth Option- Direct

Latest NAV

₹333.3130

As of

17 Jul 2026

3,331 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+0.62%	-0.05%	+0.67	51 / 258	Q1
1W	+0.45%	-0.18%	+0.63	41 / 258	Q1
2W	+0.17%	-0.17%	+0.34	132 / 259	Q3
1M	+3.00%	+1.63%	+1.37	84 / 259	Q2
3M	+4.23%	+4.83%	-0.60	130 / 259	Q3
6M	-0.50%	+4.61%	-5.11	188 / 250	Q4
YTD	-2.93%	+2.98%	-5.91	199 / 247	Q4
1Y	+9.54%	+5.46%	+4.09	66 / 235	Q2
2Y	+3.43%	+4.09%	-0.66	93 / 187	Q2
3Y	+18.79%	+15.93%	+2.86	56 / 148	Q2
4Y	+19.75%	+17.58%	+2.16	51 / 121	Q2
5Y	+20.32%	+13.72%	+6.59	20 / 110	Q1
7Y	+20.52%	+17.79%	+2.73	30 / 91	Q2
10Y	+13.32%	+14.89%	-1.57	58 / 76	Q4
Inception	+18.62%	+12.07%	+6.54	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	-2.93%	+3.40%	-6.33	197 / 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

+24.99%

153 windows

min -34.4% · max 149.7%

80% positive

3-Year rolling

+17.97%

129 windows

min -15.4% · max 53.1%

86% positive

5-Year rolling

+15.08%

105 windows

min -4.9% · max 34.5%

94% positive

7-Year rolling

+13.08%

80 windows

min 5.9% · max 20.5%

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

16.03%

3-year · annualised

Sharpe ratio

0.75

vs risk-free 6.5%

Sortino ratio

1.32

Downside-only deviation

Max drawdown

-24.93%

Sep 2024 → Apr 2025

% positive months

61.1%

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	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026
Franklin India Multi-Factor Fund- Direct- Growth	Franklin India	₹9.6426	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹333.3130
16 Jul 2026	₹331.2492
15 Jul 2026	₹331.1196
14 Jul 2026	₹328.3343
13 Jul 2026	₹331.9145
10 Jul 2026	₹331.8156
9 Jul 2026	₹329.7785
8 Jul 2026	₹328.8030
7 Jul 2026	₹335.7861
6 Jul 2026	₹335.3864

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 17 Jul 2026, the NAV of UTI-Transportation and Logistics Fund-Growth Option- Direct is ₹333.3130. 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 6 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 9.54% — +4.09 pp ahead of the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #66 of 235 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 18.79% — +2.86 pp ahead of the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #56 of 148 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 20.32% — +6.59 pp ahead of the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #20 of 110 in its category — the top (Q1) quartile.

₹1 lakh invested in UTI-Transportation and Logistics Fund-Growth Option- Direct exactly 10 years ago would be worth approximately ₹349,301 today — a multiplier of 3.49×, based on the 10-year CAGR of 13.32%. The category average over the same window would have grown ₹1 lakh to ₹400,745.

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 ₹948,018 today. That's an XIRR (money-weighted annualised return) of 18.35%.

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 ₹2,847,642 (multiplier 2.37×). XIRR: 16.47%. 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 #20 out of 110 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 13.72%; this fund delivered 20.32%.

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 15.08% (best 34.51%, worst -4.94%). 94% of rolling windows ended positive. The 5-year Sharpe ratio is 0.75 — 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: 20.32%.

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