Thematic · Thematic
UTI - Transportation and Logistics Fund - Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.78
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.06
Downside-only Sharpe
Max Drawdown
-56.9%
Peak-to-trough · full history
Vol (3Y)
16.8%
Annualised σ of daily returns
Positive Days
55%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.78). Its worst peak-to-trough drop over the full history was 56.9% (severe drawdowns) between 2018-01-12 and 2020-03-23. About 55% of trading days closed up.
YTD
-0.7%
Calendar YTD
1 Year
-0.0%
Trailing 12 mo
3 Year
+17.9%
CAGR
5 Year
+20.6%
CAGR
10 Year
+12.6%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2639 windows
- Best window CAGR
- +53.62%
- Median CAGR
- +19.71%
- Avg CAGR
- +17.78%
- Worst window CAGR
- -18.43%
- Positive windows
- 86.1%
5-Year Rolling Windows
- Sample size
- 2147 windows
- Best window CAGR
- +35.67%
- Median CAGR
- +13.11%
- Avg CAGR
- +15.03%
- Worst window CAGR
- -7.96%
- Positive windows
- 94.8%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Thematic
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Nippon India Taiwan Equity Fund
Nippon India Mutual Fund
|
+120.3% | +63.1% | — | — |
|
HDFC Defence Fund
HDFC Mutual Fund
|
+20.0% | +37.6% | — | — |
|
Mirae Asset Healthcare Fund
Mirae Asset Mutual Fund
|
+18.9% | +23.1% | +16.3% | — |
|
ICICI Prudential Healthcare Fund - Direct Plan - Cumulative
ICICI Prudential Mutual Fund
|
+5.6% | +22.2% | +16.5% | — |
|
Nippon India Japan Equity Fund
Nippon India Mutual Fund
|
+28.2% | +21.1% | +10.0% | — |
|
Nippon India Japan Equity Fund - Direct Plan - Bonus Option
Nippon India Mutual Fund
|
+28.2% | +21.1% | +10.0% | — |
|
UTI - Transportation and Logistics Fund (this fund)
UTI Mutual Fund
|
-0.0% | +17.9% | +20.6% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.