EquitySectoral/ ThematicDirect · Growth
UTI-Transportation and Logistics Fund-Growth Option- Direct
UTI · Scheme 120731
₹355.43▼ 0.03%NAV · 2026-09-18
Decent FundScore
AUM
₹4,263 cr
Expense ratio
0.87%
3Y CAGR
21.5%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Sachin TrivediExit load: Exit load of 1% if redeemed within 30 days.
Decent · 59/100
A solid option with a few areas worth a closer look.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 22.2% CAGR over 5 years.
- ✓Compounding well recently — 21.5% CAGR over 3 years.
- ✓3Y CAGR: +21.5%
- ✓Alpha vs benchmark: +12.9%
📉 What could drag it down
- •Returns have been uneven across periods — less predictable than peers.
- •Can fall sharply — dropped 57% in its worst stretch. Stomach needed.
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •10Y CAGR vs category: -1.1% vs category avg
- •Return stability: rolling-return std 14.9%
FundScore breakdown
59/100 · Decent
Returns
Excellent
Consistency
Weak
Risk-adjusted
Average
Downside protection
Weak
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.