| NAV: 24 Sep 2021 | ₹15.72 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹113.89Cr |
Returns and rankings
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 78.3% | 16.1% | 10.2% |
| Category average | NA | 75.7% | 16.1% | NA |
| Rank with in category | NA | 10 | 21 | NA |
Holdings (61)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.0% |
State Bank of India | Financial | Equity | 6.8% |
| Axis Bank Ltd. | Financial | Equity | 6.3% |
| HDFC Bank Ltd. | Financial | Equity | 6.2% |
| Praj Industries Ltd. | Engineering | Equity | 4.4% |
| Siemens Ltd. | Engineering | Equity | 3.8% |
| Tech Mahindra Ltd. | Technology | Equity | 3.6% |
| Voltamp Transformers Ltd | Engineering | Equity | 2.9% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.8% |
| Bharti Airtel Ltd. | Communication | Equity | 2.6% |
Expense ratio, exit load and tax
Expense ratio: 1.43%
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Vishal ChopdaJul 2021 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in UTI Long Term Advantage Fund Series IV Regular Growth?
You can easily invest in UTI Long Term Advantage Fund Series IV Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for UTI Long Term Advantage Fund Series IV Regular Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in UTI Long Term Advantage Fund Series IV Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does UTI Long Term Advantage Fund Series IV Regular Growth provide?
The UTI Long Term Advantage Fund Series IV Regular Growth has been there from 25 Jan 2017 and the average annual returns provided by this fund is 78.25% since its inception.
How much expense ratio is charged by UTI Long Term Advantage Fund Series IV Regular Growth?
The term
Expense Ratio used for UTI Long Term Advantage Fund Series IV Regular Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of UTI Long Term Advantage Fund Series IV Regular Growth is 1.43% as of 25 Jun 2022...
What is the AUM of UTI Long Term Advantage Fund Series IV Regular Growth?
The AUM, short for Assets Under Management of UTI Long Term Advantage Fund Series IV Regular Growth is ₹113.89Cr as of 25 Jun 2022.
How to Redeem UTI Long Term Advantage Fund Series IV Regular Growth?
If you want to sell your UTI Long Term Advantage Fund Series IV Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of UTI Long Term Advantage Fund Series IV Regular Growth?
What is the NAV of UTI Long Term Advantage Fund Series IV Regular Growth?
The NAV of UTI Long Term Advantage Fund Series IV Regular Growth is ₹15.72 as of 24 Sep 2021.
