This Thematic Fund - Transport And Logistics - Is Good To Buy, Given 110.12% Returns In 2 Years

Mutual Fund investors tend to focus on recent trends more than the long-term ones leaving many facts unturned. Investors should understand, that equities held over a long period of time do deliver returns. Investors with theme-based investment approach could invest in the Thematic funds. These funds are equity mutual funds that invest in stocks tied to a theme such as multi-sector, export-oriented, international exposure, rural India, Transport and Logistics and many others. These funds not only invest in theme stocks but also helps investors to shift or diversify with particular theme stocks.

UTI Transportation and Logistics Fund - Direct Plan-Growth

This Thematic - Transportation and Logistics fund from the UTU Mutual Fund. It is an open-ended medium-sized fund of its category. The AUM of this Fund is Rs 1581.95 Crore. The recent declared NAV of this fund dated 5th May 2022 is Rs 143.0133. The fund has an expense ratio of 1.09%, which is marginally less than its category average expense ratio.

The fund is rated highly risky for investment. In this fund, the minimum investment amount required is Rs 5,000, and Rs 1000 for additional investment. Whereas SIP started at Rs 500. The Lock-in period is not applicable in this fund as it is a thematic fund. However, it charges 1% for redemption within 30 days of the investment. The benchmark of this fund is UTI Transportation & Logistics index. Its turnover is 17%.

Absolute And Annualised Returns

Lump-Sum Investment Returns

Since its launch, it has delivered 17.00% average annual returns.

Tenure	Absolute Returns	Annualised Returns
1 Year	16.42%	16.42%
2 Year	110.12%	44.96%
3 Year	41.26%	12.17%
5 Year	28.01%	5.06%
Since Inception	333.37%	17.00%

SIP Returns

Tenure	Absolute Returns	Annualised Returns
1 Year	3.74%	7.03%
2 Year	23.88%	22.14%
3 Year	34.98%	20.50%
5 Year	29.68%	10.34%

 

Portfolio

The fund has 97.74% investment in equities and 0.15% investment in Debt particularly in Government securities. The fund has the majority of its money invested in the Automobile, Services, Capital Goods, Financial, and Metals & Mining sectors. The fund's top holdings are in Maruti Suzuki India Ltd., Tata Motors Ltd., Mahindra & Mahindra Ltd., Bajaj Auto Ltd., and Adani Ports and Special Economic Zone Ltd.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.