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UTI Long Term Advantage Fund Series III Direct Growth-1.28%

19.49%
1 Year Return
Equity
ELSS
2.0star
6M
1Y
3Y
All

Fund Details

UTI Long Term Advantage Fund Series III Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.27%
NAV₹17.48 (15 Jan 2021)
Fund Started30 Mar 2016
Fund Size239 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
19.5%
2.0%
-
3.0%
Category Average
20.8%
2.6%
16.6%
-
Rank Within Category
11
8
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 19.5% returns per annum

Comparison

Data not available
Pros
1. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity9.1%
Escorts Ltd.AutomobileEquity7.6%
Reliance Industries Ltd.EnergyEquity7.2%
Tech Mahindra Ltd.TechnologyEquity6.8%
Titan Company Ltd.Cons DurableEquity5.8%
Coromandel International Ltd.ChemicalsEquity5.4%
Ambuja Cements Ltd.ConstructionEquity4.6%
Larsen & Toubro Ltd.ConstructionEquity4.6%
Bharat Forge Ltd.AutomobileEquity3.9%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.8%
See All

Fund Managers

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

UTI Long Term Advantage Fund Series III Direct Growth is a Equity Mutual Fund Scheme launched by UTI 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹239 Cr and the Latest NAV as of 15 Jan 2021 is ₹17.48.

The UTI Long Term Advantage Fund Series III Direct Growth 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 UTI Mutual Fund

Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
Website
NA
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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