UTI Transportation and Logistics Fund
Direct · Growth ₹316.27
27 Apr 2026
NAV
17.7%
3Y CAGR
14.8%
5Y CAGR
16.3%
10Y CAGR
17.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.27
Sharpe
-56.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.16 L | 26.7% | -66.2% | 178.2% |
| 3 Years | ₹36.00 L | ₹47.69 L | 17.1% | -37.5% | 46.5% |
| 5 Years | ₹60.00 L | ₹87.67 L | 14.7% | -21.7% | 36.8% |
| 10 Years | ₹1.20 Cr | ₹2.80 Cr | 16.3% | 11.5% | 20.2% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 26.7% | -1.4% | +28.1% |
| 3 Years | 17.1% | 10.4% | +6.6% |
| 5 Years | 14.7% | 10.5% | +4.2% |
| 10 Years | 16.3% | 11.8% | +4.5% |