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EQUITY•SECTORAL / THEMATIC

UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment

3 Year return

25.82%
NAV on December 19, 2025
154.7475
1D Returns
-0.04%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
51.92%₹1,869
Total Value ₹5,469

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹4,067.49 Cr.
Expense Ratio
0.83% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
2
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

UTI Mutual Fund Manager

ST

Sachin Trivedi

Fund Manager since Sep 2016

Fund House Details

UTI Mutual Fund

UTI Mutual Fund

Asset management company

AUM
₹3,79,175.93 Cr.
No. of Schemes
259
Setup Date
January 2003

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Infrastructure Fund24.2586%
0
SBI PSU Fund28.0223%
0
Aditya Birla Sun Life PSU Equity Fund26.1293%
0

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth
16.9199%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
16.9208%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
16.9208%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan Growth
7.7061%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan IDCW Payout
7.7061%

About the UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment

The UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment by UTI Mutual Fund is an open-ended equity mutual fund scheme that invests in a diversified portfolio of transportation and logistics companies. The fund aims to generate long-term capital appreciation by investing in companies that are expected to benefit from the growth of the Indian transportation and logistics sector. The fund also offers an IDCW (in-direct cumulative dividend with reinvestment) option, which means that investors can choose to have their dividends reinvested in the fund. This can help to grow the investor's investment over time. Being an open-ended scheme, investors can buy or sell fund units at any time during trading hours.

Investment Objectives of the Scheme

The investment objective of the UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment is to generate long-term capital appreciation by investing in a diversified portfolio of transportation and logistics companies.

Key Features of The Fund

5-year return
24.2752%
Expense Ratio
0.83%
Fund Manager
Sachin Trivedi
Fund Size
₹4067.49 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment is a suitable investment for investors who are looking for high potential returns with the ability to take on moderate to high risk. The fund is best suited for investors with a long-term investment horizon of at least 5 years. If you are an investor who is looking for high potential returns with the ability to take on moderate to high risk, and you would like to have your dividends reinvested in the fund, then the UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment can be a good option for you. However, it is important to do your own research before investing in any mutual fund scheme.

AMC Contact Details

NameUTI Mutual Fund
Launch DateJanuary 2003
AddressFirst Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact1800 266 1230(+91) 022 6227 8000022 – 68990800
Emailservice@uti.co.in
Websitehttps://www.utimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Choose the SIP Amount That Suits You the Best

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment on December 19, 2025, is ₹154.7475
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment, is ₹4067.49 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment is 0.83%
The UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Transportation and Logistics Fund Direct Plan IDCW Reinvestment is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,469 in 3Y at 25.8196% returns
SIP Date1st of every month

Your next SIP Payment will be on 20 January 2026

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