Mutual Funds
UTI Transportation & Logistics Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™
Not Rated

Morningstar® Category
Equity - Other
Total Net Assets (mil)
15,364.50 INR
Morningstar® Benchmark
Not Categorized
Used throughout report
Fund Benchmark
UTI Transportation and Logistics


RETURNS (%) FUND
3M 1.23
6M 4.70
1Y 12.04
3Y* 8.29
5Y*29.24
10Y* 18.97
*Annualised Return Data Through 15/02/2018
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2018 - - - -
2017 16.00 0.57 -1.40 13.35
2016 -8.00 6.89 11.38 -3.97
2015 17.95 -7.10 -1.14 3.74
2014 19.75 33.20 26.85 12.49
RISK MEASURES
3Y Alpha -
3Y Beta -
3Y R-Squared -
3Y Info Ratio -
3Y Tracking Error -
3Y Sharpe Ratio0.53
3Y Std Dev 18.10
3Y Risk -
5Y Risk -
10Y Risk -

Morningstar Style BoxTM


* Report as of 16 Feb 2018


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