NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹251.66
1.39%
NAV as on 23 Nov 24, 12:00 AM
very high risk
equity other
equity
NAV as on 23 Nov 24, 12:00 AM
very high risk
equity other
equity
32.54%p.a.
Last 1Y
23.46%p.a.
Last 3Y
22.45%p.a.
Last 5Y
17.05%p.a.
Since Inception
About UTI Transportation & Logistics Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Transportation & Logistics Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Apr 2004, UTI Transportation & Logistics Fund Plan Growth is Equity - Other fund of its category with 3,477.85 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- UTI Transportation & Logistics Fund Plan Growth delivered 32.5% annual returns during the last year. It has delivered 17.1% average annual returns since the fund was launched.
- UTI Transportation & Logistics Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Top 10 Holdings
Mahindra & Mahindra Ltd
13.82%
Maruti Suzuki India Ltd
9.38%
Eicher Motors Ltd
8.59%
Tata Motors Ltd
7.50%
Bajaj Auto Ltd
7.32%
Hero MotoCorp Ltd
5.63%
Adani Ports & Special Economic Zone Ltd
5.02%
InterGlobe Aviation Ltd
4.65%
TVS Motor Co Ltd
3.01%
Samvardhana Motherson International Ltd
2.40%
Fund Managers
- Sachin Trivedi (Sep 2016 - Present)
Key Information
View Scheme Document
UTI Transportation & Logistics Fund Plan Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on UTI Transportation & Logistics Fund Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in UTI Transportation & Logistics Fund Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Transportation & Logistics Fund Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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