6M
1Y
3Y
5Y
All
Fund Details
UTI Long Term Advantage Fund Series III Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.43% |
| NAV | ₹20.19 (22 Jun 2021) |
|---|---|
| Fund Started | 30 Mar 2016 |
| Fund Size | ₹262 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
72.8%
14.0%
14.5%
13.9%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
14
8
7
-
*All returns are annualized.
SIP
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 72.8% returns per annum
Comparison
Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.0% |
| Reliance Industries Ltd. | Energy | Equity | 7.2% |
| Tech Mahindra Ltd. | Technology | Equity | 6.7% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.3% |
| Praj Industries Ltd. | Engineering | Equity | 5.1% |
| Titan Company Ltd. | Cons Durable | Equity | 5.0% |
| State Bank of India | Financial | Equity | 5.0% |
| Ambuja Cements Ltd. | Construction | Equity | 5.0% |
| Container Corpn. Of India Ltd. | Services | Equity | 4.5% |
| Coromandel International Ltd. | Chemicals | Equity | 4.2% |
See All
Fund Managers
Sanjay Ramdas Dongre
Lalit Gopalan Nambiar
UTI Long Term Advantage Fund Series III Regular Growth Details
UTI Long Term Advantage Fund Series III Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹262 Cr and the Latest NAV as of 22 Jun 2021 is ₹20.19.
The UTI Long Term Advantage Fund Series III Regular Growth is rated Very 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
E-mail
[email protected]Website
NAUTI 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,
Email
[email protected]Website
www.karvymfs.com