InvestVerdict
UTI - Transportation and Logistics Fund
Direct Plan · IDCW · Sectoral / Thematic · Scheme code 120730
Fund houseUTI Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · IDCW
History3.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 4.03 | 12.08 | 5.85 | 11.52 | 21.27 | — | — | — | 20.27 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | — | — | — | 11.86 |
| Sectoral / Thematic category median |
— | — | — | 6.97 | 16.91 | 14.34 | — | 15.17 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 16.5% | 0.89 | 1.30 | 1.03 | 8.27% | -24.9% | 78.02 |
| Nifty 500 benchmark |
14.0% | 0.43 | 0.59 | — | — | -18.6% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 36 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 103 | -6.4% | 13.0% | 60.0% | 15% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.