UTI Transportation and Logistics Fund
Direct · Growth ₹324.86
18 Jun 2026
NAV
17.8%
3Y CAGR
14.9%
5Y CAGR
16.2%
10Y CAGR
16.8%
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.
3.25
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 | ₹13.13 L | 26.3% | -66.2% | 178.2% |
| 3 Years | ₹36.00 L | ₹47.60 L | 17.0% | -37.5% | 46.5% |
| 5 Years | ₹60.00 L | ₹88.35 L | 14.7% | -21.7% | 36.8% |
| 7 Years | ₹84.00 L | ₹1.31 Cr | 14.2% | -7.5% | 27.0% |
| 10 Years | ₹1.20 Cr | ₹2.79 Cr | 16.2% | 11.5% | 20.2% |
| 12 Years | ₹1.44 Cr | ₹4.18 Cr | 16.5% | 13.8% | 18.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 26.3% | 14.5% | 13.5% | +11.8% |
| 3 Years | 17.0% | 11.2% | 17.4% | +5.8% |
| 5 Years | 14.7% | 10.4% | 17.1% | +4.3% |
| 7 Years | 14.2% | 10.6% | 16.6% | +3.6% |
| 10 Years | 16.2% | 11.5% | 16.9% | +4.8% |
| 12 Years | 16.5% | 11.4% | 16.6% | +5.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 24.6% | 17.9% | -43.3% | 153.9% | 0.52 | 1.73 | 80% | — | — |
| 3 Years | 17.8% | 19.8% | -18.4% | 53.6% | 0.75 | 2.09 | 86% | — | — |
| 5 Years | 14.9% | 10.9% | -8.0% | 35.7% | 0.77 | 3.31 | 95% | — | — |
| 10 Years | 16.2% | 15.8% | 10.8% | 21.5% | 3.25 | — | 100% | — | — |
-56.9%
Max Drawdown
27 mo
Drawdown Duration
15 mo
Recovery Time
-9.3%
Avg Drawdown
Calmar Ratio by Duration
0.43
1Y
0.31
3Y
0.26
5Y
0.23
7Y
0.28
10Y
0.34
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +16.04 | 1.20 | 114.6% | 95.3% | 11.0% | -3.1% |
| 3 Years | +10.78 | 1.05 | 106.1% | 92.8% | 19.6% | 8.7% |
| 5 Years | +10.52 | 1.02 | 103.6% | 91.4% | 19.5% | 8.9% |
| 7 Years | +7.84 | 1.00 | 103.2% | 95.0% | 18.8% | 10.9% |
| 10 Years | +2.14 | 1.01 | 100.6% | 97.5% | 13.6% | 11.4% |
| 12 Years | +5.11 | 1.00 | 100.6% | 94.2% | 15.1% | 10.1% |
| 15 Years | +6.89 | 0.95 | 98.4% | 89.4% | 16.4% | 9.7% |