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UTI Long Term Advantage Fund Series IV Regular Growth-1.28%

9.19%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
All

Fund Details

UTI Long Term Advantage Fund Series IV Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.37%
NAV₹11.67 (27 Jan 2021)
Fund Started19 Jan 2017
Fund Size115 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
9.2%
-1.9%
-
-0.8%
Category Average
15.5%
1.8%
15.7%
-
Rank Within Category
18
13
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 9.2% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity8.9%
Larsen & Toubro Ltd.ConstructionEquity7.7%
Reliance Industries Ltd.EnergyEquity7.6%
State Bank of IndiaFinancialEquity5.4%
Ultratech Cement Ltd.ConstructionEquity5.2%
Axis Bank Ltd.FinancialEquity5.2%
Bharat Forge Ltd.AutomobileEquity4.2%
Voltamp Transformers LtdEngineeringEquity4.0%
Coromandel International Ltd.ChemicalsEquity3.9%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.8%
See All

Fund Managers

Lalit Gopalan Nambiar
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UTI Long Term Advantage Fund Series IV Regular Growth Details

UTI Long Term Advantage Fund Series IV Regular Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 19 Jan 2017. Lalit Nambiar is the Current Fund Manager of UTI Long Term Advantage Fund Series IV Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹115 Cr and the Latest NAV as of 27 Jan 2021 is ₹11.67.

The UTI Long Term Advantage Fund Series IV Regular Growth is rated Moderately High risk.

Investment Objective

The investment objective of the scheme is to provide medium to long term capital appreciation along with income tax benefit.

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
Website
NA
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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