UTI Transportation and Logistics Fund Direct Growth
Scheme code: INF789F01SH5
NAV value:
₹ 320.5999
NAV date: 26 August, 2025
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Sectoral/Thematic
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | -9.80 | 63.30 | 15.47 | 17.27 |
| 3 year | 16.40 | 42.77 | 26.83 | 20.39 |
| 5 year | 0.49 | 36.57 | 13.28 | 14.07 |
| 7 year | 5.08 | 19.62 | 12.19 | 12.25 |
| 10 year | 10.59 | 21.96 | 16.80 | 14.22 |
| 12 year | 18.65 | 21.74 | 20.24 | 16.07 |
Rolling return for 1 year
- Average return: 15.47% - Median return: 7.54% - Average standard deviation: 5.7Rolling return for 3 year
- Average return: 26.83% - Median return: 26.78% - Average standard deviation: 2.51Rolling return for 5 year
- Average return: 13.28% - Median return: 8.61% - Average standard deviation: 1.22Rolling return for 7 year
- Average return: 12.19% - Median return: 11.88% - Average standard deviation: 0.85Rolling return for 10 year
- Average return: 16.8% - Median return: 17.81% - Average standard deviation: 0.59Rolling return for 12 year
- Average return: 20.24% - Median return: 20.2% - Average standard deviation: 0.49SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,27,267 | 27,267 | 2.28 |
| 3 year | 36,00,000 | 52,57,717 | 16,57,717 | 13.46 |
| 5 year | 60,00,000 | 95,31,565 | 35,31,565 | 9.70 |
| 7 year | 84,00,000 | 1,36,63,245 | 52,63,245 | 7.20 |
| 10 year | 1,20,00,000 | 2,75,66,805 | 1,55,66,805 | 8.67 |
| 12 year | 1,44,00,000 | 4,13,21,033 | 2,69,21,033 | 9.18 |
Comparison vs benchmark returns
| Index | Metrics |
|---|