Compare UTI Transportation and Logistics Fund vs SBI Automotive Opportunities Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
1.88
1.87
NAV
₹315.68
₹11.76
Fund Started
01 Aug 2005
17 May 2024
Fund Size
₹3810.93 Cr
₹5074.99 Cr
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 1%, if redeemed within 30 days.
1 Year
7.40%
20.64%
3 Year
18.02%
-
5 Year
16.71%
-
Equity
94.19%
96.79%
Cash
5.64%
3.11%
Top 10 Holdings
Mahindra & Mahindra Ltd. | 13.53% |
Maruti Suzuki India Ltd. | 9.03% |
Eicher Motors Ltd. | 8.65% |
Eternal Ltd. | 8.28% |
Bajaj Auto Ltd. | 6.60% |
Adani Ports and Special Economic Zone Ltd. | 5.96% |
Hero Motocorp Ltd. | 4.39% |
TVS Motor Company Ltd. | 3.70% |
Hyundai Motor India Ltd. | 3.39% |
Interglobe Aviation Ltd. | 2.82% |
Mahindra & Mahindra Ltd. | 14.65% |
Eicher Motors Ltd. | 7.28% |
Maruti Suzuki India Ltd. | 5.25% |
TVS Motor Company Ltd. | 4.82% |
Sona BLW Precision Forgings Ltd. | 4.79% |
Bharat Forge Ltd. | 4.68% |
Samvardhana Motherson International Ltd. | 3.82% |
Tata Motors Ltd. | 3.63% |
ZF Commercial Vehicle Control Systems India Ltd. | 3.48% |
Sansera Engineering Ltd. | 3.47% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.
The scheme seeks to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme.
Launch Date
01 Aug 2005
17 May 2024