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A sector oriented equity fund predominantly investing in stocks of companies principally engaged in transportation & logistic sector, and design, manufacture, distribution or sale of transportation component/ services
- The Fund is a sector oriented portfolio. - The Fund predominantly invests in stocks of companies principally engaged in transportation & logistic sector. - The Fund also invests actively in companies engaged in the design, manufacture, distribution or sale of transportation component/ services . - The Fund would be agnostic to market capitalization and may take concentrated exposure to certain stocks or sectors.
W.e.f. 01/04/2021 Exit Load : 1.00% if redeemed before 30 days from the date of investment.
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Equity and equity related instruments (minimum 80% of the total assets would be in equity and equity related instruments of companies engaged in the transportation and logistics sector): 80-100% (Medium to High) Debt and Money Market instruments including securitized debt#: 0-20% (Low to Medium) Units issued by REITs & InvITs: 0-10% (Medium to High) # The fund may invest up to 50% of its debt portfolio in securitized debt.
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Sectoral
An open ended equity scheme investing in transportation and logistics sector
- A sectoral equity fund looking at participation in Automobile, Auto OEMs & Logistics industries - Focuses on companies having substantial earning quality (high operating cash flows) - Focuses on good companies in a transient weak operational phase - Consideration for growth oriented companies having strong return ratios available at reasonable valuation - Bottom-up Stock Picking - Agnostic to market capitalization and may take concentrated exposure to certain stocks
This product is suitable for investors who are seeking*: Long term capital appreciation. Investment predominantly in equity and equity related securities of the companies engaged in the transportation and logistics sector. Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for overall portfolio diversification - Investors who want growth with limited downside risk to their portfolio - Investors looking for tax efficient returns - Retirees looking for moderate and stable returns with low volatility - First time mutual fund investors
UTI Transportation and Logistic Fund is a sectoral equity offering that endeavors to capitalize from growth opportunities of Automobile, Auto OEMs & Logistics industries in India which are closely linked to rising income levels and improving aspirations.
UTI Transportation and Logistics Fund is a unique offering that invests in companies comprising of sectors/ sub-sectors including Auto/ Auto ancillary, Railway, Ports, Airports, Airlines, Roads, Shipping, Shipyards, Courier, Logistics and other ancillary sectors catering to Transportation & Logistics.
- The Fund endeavor to benefit from growing income levels, increasing aspirations and also led by low vehicle penetration in India, relative to the similar economies is a signal for an uptick in the future demand and would be a positive factor for the sector.
- The Fund would be agnostic to market capitalization spectrum and may take concentrated exposure to certain stocks therefore endeavor to benefit from their underlying growth.
- The Fund is an ideal fund for a tactical allocation, with relatively better return potential over the diversified equity funds.
Investing in UTI small cap fund is very simple. Investors can simple log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centres (UFCs). Alternatively, you may also approach mutual fund distributors, financial advisors or various online platform for investments.
- The Fund endeavor to benefit from growing income levels, increasing aspirations and also led by low vehicle penetration in India, relative to the similar economies is a signal for an uptick in the future demand and would be a positive factor for the sector.
- The Fund would be agnostic to market capitalization spectrum and may take concentrated exposure to certain stocks therefore endeavor to benefit from their underlying growth.
- The Fund is an ideal fund for a tactical allocation, with relatively better return potential over the diversified equity funds.