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UTI Long Term Advantage Fund Series II Growth

Equity
ELSS
Moderately High Risk
3Y Lock Inlock
1M
6M
NAV: 02 Apr 2018₹30.53
Min. SIP AmountNA
Rating3star
Fund Size₹142.75 Cr

Holdings (66)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity6.8%
ICICI Bank Ltd.FinancialEquity6.0%
Infosys Ltd.TechnologyEquity4.6%
Reliance Industries Ltd.EnergyEquity4.3%
ITC Ltd.FMCGEquity4.1%
Maruti Suzuki India Ltd.
AutomobileEquity3.6%
Mphasis Ltd.TechnologyEquity3.4%
Coromandel International Ltd.
ChemicalsEquity2.9%
NCC Ltd.ConstructionEquity2.9%
GAIL (India) Ltd.
EnergyEquity2.7%
See All

Pros and cons

Category: Equity ELSS

Pros

  • Age is more than 10 years
  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.91%

Expense ratio, exit load and tax

Expense ratio: 2.91%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo

Fund management

NA

Fund house & investment objective

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Fund house contact details

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