UTI Long Term Advantage Fund Series IV Regular Growth-0.91%

-5.35%
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 Ratio1.35%
NAV9.47 (28 Oct 2020)
Fund Started19 Jan 2017
Fund Size108 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Long Term Advantage Fund Series IV Regular Growth
-5.3%
-8.3%
NA
-1.4%
Category Average
4.0%
-1.8%
10.2%
-
Rank within category
24
12
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with -5.3% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.1%
    ICICI Bank Ltd.FinancialEquity7.5%
    Larsen & Toubro Ltd.ConstructionEquity6.9%
    Coromandel International Ltd.ChemicalsEquity6.5%
    Ultratech Cement Ltd.ConstructionEquity5.1%
    Voltamp Transformers LtdEngineeringEquity4.2%
    Bharat Forge Ltd.AutomobileEquity4.2%
    State Bank of IndiaFinancialEquity4.0%
    Ambuja Cements Ltd.ConstructionEquity3.8%
    Axis Bank Ltd.FinancialEquity3.8%
    See All

    Fund Managers

    addLalit Gopalan Nambiar
    Education
    Mr. Nambiar is a B. Com (H), MMS and CFA.
    Experience
    Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd.
    Funds Managed

    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 Axis 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 ₹108 Cr and the Latest NAV as of 28 Oct 2020 is ₹9.47.

    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 Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    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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