UTI Long Term Advantage Fund Series III Direct Dividend+0.37%

10.43%
1 Year Return
Equity
ELSS
2.0star
6M
1Y
3Y
All

Fund Details

UTI Long Term Advantage Fund Series III Direct Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.27%
NAV13.96 (23 Nov 2020)
Fund Started30 Mar 2016
Fund Size211 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.4%
-0.1%
-
-11.6%
Category Average
13.1%
0.7%
12.9%
-
Rank Within Category
12
8
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.5%
    ICICI Bank Ltd.FinancialEquity8.4%
    Escorts Ltd.AutomobileEquity7.2%
    Tech Mahindra Ltd.TechnologyEquity7.0%
    Coromandel International Ltd.ChemicalsEquity5.6%
    Titan Company Ltd.Cons DurableEquity5.5%
    Ambuja Cements Ltd.ConstructionEquity5.1%
    Larsen & Toubro Ltd.ConstructionEquity4.2%
    Bharat Forge Ltd.AutomobileEquity3.9%
    Adani Ports and Special Economic Zone Ltd.ServicesEquity3.7%
    See All

    Fund Managers

    Lalit Gopalan Nambiar
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    UTI Long Term Advantage Fund Series III Direct Dividend Details

    UTI Long Term Advantage Fund Series III Direct Dividend is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 30 Mar 2016. Lalit Nambiar is the Current Fund Manager of UTI Long Term Advantage Fund Series III Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹211 Cr and the Latest NAV as of 23 Nov 2020 is ₹13.96.

    The UTI Long Term Advantage Fund Series III Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500.

    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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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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