6M
Fund Details
UTI Long Term Advantage Fund Series II Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.91% |
| NAV | ₹30.53 (02 Apr 2018) |
|---|---|
| Fund Started | 31 Mar 2008 |
| Fund Size | ₹143 Cr |
Comparison
Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.91%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.8% |
| ICICI Bank Ltd. | Financial | Equity | 6.0% |
| Infosys Ltd. | Technology | Equity | 4.6% |
| Reliance Industries Ltd. | Energy | Equity | 4.3% |
| ITC Ltd. | FMCG | Equity | 4.1% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.6% |
| Mphasis Ltd. | Technology | Equity | 3.4% |
| Coromandel International Ltd. | Chemicals | Equity | 2.9% |
| NCC Ltd. | Construction | Equity | 2.9% |
| GAIL (India) Ltd. | Energy | Equity | 2.7% |
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Fund Managers
UTI Long Term Advantage Fund Series II Growth Details
UTI Long Term Advantage Fund Series II Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 31 Mar 2008. Lalit Nambiar is the Current Fund Manager of UTI Long Term Advantage Fund Series II Growth fund.The fund currently has an Asset Under Management(AUM) of ₹143 Cr and the Latest NAV as of 02 Apr 2018 is ₹30.53.
The UTI Long Term Advantage Fund Series II Growth is rated Moderately High risk.
Investment Objective
The investment objective of the scheme is to provide medium to long term capital appreciation along with income tax benefit.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Scheme Information Document(SID)
Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load
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UTI Long Term Advantage Fund Series II Growth
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About UTI Mutual Fund
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
E-mail
service@uti.co.inWebsite
NAUTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comSimilar Funds
