EquitySectoral/ ThematicDirect · Growth
UTI-Transportation and Logistics Fund-Growth Option- Direct
UTI · Scheme 120731
₹353.11▼ 0.18%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
21.4%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +6.12% |
| 3 Months | +11.43% |
| 6 Months | +5.74% |
| 1 Year | +16.13% |
| 3 Years (CAGR) | +21.36% |
| 5 Years (CAGR) | +21.58% |
| 10 Years (CAGR) | +13.79% |
| Since Launch | +19.06% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns87
Consistency43
Risk-adjusted53
Downside protection27
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +21.4%
- ✓ 3Y CAGR vs category: +4.6% vs category avg
- ✓ Alpha vs benchmark: +12.4%
- ✓ Direct plan: no distributor commission
What to watch
- • 10Y CAGR vs category: -1.1% vs category avg
- • Return stability: rolling-return std 14.9%
- • Sortino ratio: 0.90
- • Max drawdown: -57%
Risk metrics
Sharpe ratio
0.70
Sortino ratio
0.90
Volatility
18.81%
Max drawdown
-56.91%
Downside capture
89.50%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.