UTI Long Term Advantage Fund Series IV Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
16.60%
3Y annualised
+0.22% 1D
1M
6M
1Y
3Y
All
NAV: 24 Sep 2021₹16.50
Min. SIP amountNot Supported
RatingNA
Fund size₹113.89Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA78.5%16.6%11.3%
Category averageNA0.9%35.3%NA
Rank with in categoryNA920NA
Understand terms

Holdings (61)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.0%
State Bank of India
FinancialEquity6.8%
Axis Bank Ltd.FinancialEquity6.3%
HDFC Bank Ltd.FinancialEquity6.2%
Praj Industries Ltd.EngineeringEquity4.4%
Siemens Ltd.EngineeringEquity3.8%
Tech Mahindra Ltd.TechnologyEquity3.6%
Voltamp Transformers LtdEngineeringEquity2.9%
Maruti Suzuki India Ltd.AutomobileEquity2.8%
Bharti Airtel Ltd.CommunicationEquity2.6%
See All

Expense ratio, exit load and tax

Expense ratio: 0.74%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Vishal Chopda
Jul 2021 - Present
View details

Education
Mr. Chopda is BE, PGDM & CFA
Experience
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
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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