
UTI Transportation and Logistics Fund Direct-Growth
Equity: Sectoral-Auto & Transportation - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Sectoral-Auto & TransportationBenchmark: Nifty Transportation & Logistics Total Return IndexCheck Portfolio Overlap →
NAV: ₹313.08-0.85%
23 Oct 2026
Similar Funds
Side-by-side comparison of UTI Transportation and Logistics Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -8.02% | -4.00% | 9 / 12 |
| 3Y Return | +14.99% | 16.35% | 5 / 5 |
| 5Y Return | +16.23% | 17.76% | 1 / 1 |
| 10Y Return | +11.53% | 12.26% | 1 / 1 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Sectoral-Auto & Transportation
Top funds by AUM in the Equity: Sectoral-Auto & Transportation category — see how UTI Transportation and Logistics Fund Direct-Growth compares on size and returns.
Funds Tracking Nifty Transportation & Logistics Total Return Index
Top funds tracking the Nifty Transportation & Logistics Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
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 5 out of 5 funds in the Equity: Sectoral-Auto & Transportation category as of 22 Oct 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 0.98%. The peers SBI Automotive Opportunities Fund Direct-Growth has an expense ratio of 1.01% and ICICI Prudential Transportation and Logistics Fund Direct-Growth has 1.27%. 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 ₹4,094.35 crore. The peers SBI Automotive Opportunities Fund Direct-Growth has an AUM of ₹6,070.82 crore and ICICI Prudential Transportation and Logistics Fund Direct-Growth has ₹3,923.6 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 HDFC Transportation and Logistics Fund Direct-Growth with a CAGR of 21.52% as of 22 Oct 2026. UTI Transportation and Logistics Fund Direct-Growth has delivered 14.99% CAGR over the same period, ranking 5 out of 5 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 0.66 compared to the Equity: Sectoral-Auto & Transportation average of 0.76 as of 22 Oct 2026. It ranks 4 out of 5 funds in its category on Sharpe ratio.