Which funds are similar to UTI Transportation and Logistics Fund Direct-Growth?
Funds similar to UTI Transportation and Logistics Fund Direct-Growth in the Equity: Sectoral-Auto & Transportation category include SBI Automotive Opportunities Fund Direct-Growth, ICICI Prudential Transportation and Logistics Fund Direct-Growth, and HDFC Transportation and Logistics Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI Transportation and Logistics Fund Direct-Growth in its category?
On a 3-year return basis UTI Transportation and Logistics Fund Direct-Growth is ranked 4 out of 4 funds in the Equity: Sectoral-Auto & Transportation category as of 16 Jul 2026. On a 5-year return basis it ranks 1 out of 1. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does UTI Transportation and Logistics Fund Direct-Growth's expense ratio compare to similar funds?
UTI Transportation and Logistics Fund Direct-Growth has an expense ratio of 0.89%. The peers SBI Automotive Opportunities Fund Direct-Growth has an expense ratio of 1.04% and ICICI Prudential Transportation and Logistics Fund Direct-Growth has 1.20%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does UTI Transportation and Logistics Fund Direct-Growth's AUM compare to similar funds?
UTI Transportation and Logistics Fund Direct-Growth has an AUM of ₹3,962.19 crore. The peers SBI Automotive Opportunities Fund Direct-Growth has an AUM of ₹5,380.09 crore and ICICI Prudential Transportation and Logistics Fund Direct-Growth has ₹3,490.4 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Sectoral-Auto & Transportation?
The top performing fund in the Equity: Sectoral-Auto & Transportation category on a 3-year basis is ICICI Prudential Transportation and Logistics Fund Direct-Growth with a CAGR of 22.49% as of 16 Jul 2026. UTI Transportation and Logistics Fund Direct-Growth has delivered 18.40% CAGR over the same period, ranking 4 out of 4 funds. You can view and compare the full category ranking on sharpely.
How does UTI Transportation and Logistics Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI Transportation and Logistics Fund Direct-Growth has a Sharpe ratio of 0.73 compared to the Equity: Sectoral-Auto & Transportation average of 0.83 as of 16 Jul 2026. It ranks 4 out of 4 funds in its category on Sharpe ratio.
