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UTI Long Term Advantage Fund Series III Direct IDCW

Equity
ELSS
Very High Risk
3Y Lock Inlock
18.78%
3Y annualised
+0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹21.17
Min. SIP amountNA
Rating2star
Fund size₹260.96 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns76.8%18.8%15.2%16.6%
Category average75.7%16.1%16.6%NA
Rank with in category13155NA
Understand termsinfo

Holdings (62)

NameSectorInstrumentAssets
FinancialEquity7.1%
TechnologyEquity6.3%
FinancialEquity6.2%
State Bank of India
FinancialEquity5.0%
EngineeringEquity4.5%
Consumer DurableEquity4.2%
EnergyEquity4.0%
FinancialEquity3.6%
CommunicationEquity2.5%
EngineeringEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 1.27%

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
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Lalit Gopalan Nambiar
Dec 2015 - Present
View details
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Vishal Chopda
Jul 2021 - Present
View details
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Fund house & investment objective

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Fund house contact details

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