6M
1Y
3Y
All
Fund Details
UTI Long Term Advantage Fund Series III Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.41% |
| NAV | ₹16.26 (25 Jan 2021) |
|---|---|
| Fund Started | 30 Mar 2016 |
| Fund Size | ₹239 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
15.5%
1.3%
-
11.6%
Category Average
16.4%
2.2%
16.2%
-
Rank Within Category
12
10
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 15.5% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.1% |
| Tech Mahindra Ltd. | Technology | Equity | 7.4% |
| Reliance Industries Ltd. | Energy | Equity | 7.3% |
| Titan Company Ltd. | Cons Durable | Equity | 6.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.1% |
| Escorts Ltd. | Automobile | Equity | 4.8% |
| Coromandel International Ltd. | Chemicals | Equity | 4.6% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 4.4% |
| Ambuja Cements Ltd. | Construction | Equity | 4.3% |
| Bharat Forge Ltd. | Automobile | Equity | 4.0% |
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 ₹239 Cr and the Latest NAV as of 25 Jan 2021 is ₹16.26.
The UTI Long Term Advantage Fund Series III Regular 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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UTI Long Term Advantage Fund Series III Regular Growth
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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
service@uti.co.inWebsite
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,
Website
www.karvymfs.comSimilar Funds
