UTI Long Term Advantage Fund Series III Direct Growth-1.70%

2Groww
-15.06%
1 Year Return
Equity
ELSS
2.0 star
6M
1Y
3Y
All

Fund Details

UTI Long Term Advantage Fund Series III Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.27%
NAV12.4 (21 Aug 2019)
Fund Started30 Mar 2016
Fund Size288 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Long Term Advantage Fund Series III Direct Growth
-15.1%
4.0%
NA
7.0%
Category Average
-12.5%
6.8%
11.9%
-
Rank within category
13
6
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
    30
    with -15.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity9.2%
    Titan Company Ltd.Cons DurableEquity8.4%
    Reliance Industries Ltd.EnergyEquity7.3%
    Tech Mahindra Ltd.TechnologyEquity5.4%
    Larsen & Toubro Ltd.ConstructionEquity4.9%
    Escorts Ltd.AutomobileEquity3.5%
    Ambuja Cements Ltd.ConstructionEquity3.5%
    Adani Ports and Special Economic Zone Ltd.ServicesEquity3.3%
    Oil & Natural Gas Corpn. Ltd.EnergyEquity3.3%
    Tata Power Co. Ltd.EnergyEquity3.3%
    See All

    Other Details

    UTI Long Term Advantage Fund Series III Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 30 Mar 2016. Lalit Nambiar is the Current Fund Manager of UTI Long Term Advantage Fund Series III Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹288 Cr and the Latest NAV as of 21 Aug 2019 is ₹12.4.

    The UTI Long Term Advantage Fund Series III Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective of the scheme is to provide medium to long term capital appreciation along with income tax benefit. Investment made in the scheme will qualify for deduction from Gross Total Income upto Rs.1,00,000/- (along with other prescribed investments) under section 80C of the Income Tax Act, 1961.

    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)

    ₹500
    Min for First Investment
    ₹500
    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
    03 Sep 2009
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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