UTI Long Term Advantage Fund Series III Direct Growth-1.01%

0.93%
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%
NAV13.97 (28 Oct 2020)
Fund Started30 Mar 2016
Fund Size217 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Long Term Advantage Fund Series III Direct Growth
0.9%
-2.4%
NA
7.5%
Category Average
4.9%
-1.5%
10.3%
-
Rank within category
14
8
NA
-
*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 0.9% annual returns

    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
    Reliance Industries Ltd.EnergyEquity9.2%
    Escorts Ltd.AutomobileEquity8.3%
    ICICI Bank Ltd.FinancialEquity7.4%
    Tech Mahindra Ltd.TechnologyEquity6.6%
    Coromandel International Ltd.ChemicalsEquity6.1%
    Titan Company Ltd.Cons DurableEquity5.5%
    Ambuja Cements Ltd.ConstructionEquity4.1%
    Larsen & Toubro Ltd.ConstructionEquity4.0%
    Bharat Forge Ltd.AutomobileEquity3.7%
    Rallis India Ltd.ChemicalsEquity3.7%
    See All

    Fund Managers

    addLalit Gopalan Nambiar
    Education
    Mr. Nambiar is a B. Com (H), MMS and CFA.
    Experience
    Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd.
    Funds Managed

    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 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹217 Cr and the Latest NAV as of 28 Oct 2020 is ₹13.97.

    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 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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