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Home>Mutual Funds>UTI Mutual Fund>UTI Long Term Advantage Fund Series IV Regular Growth

UTI Long Term Advantage Fund Series IV Regular Growth

Equity
ELSS
Very High Risk
3Y Lock In
16.09%
3Y annualised
+0.22% 1D
1M
6M
1Y
3Y
All
NAV: 24 Sep 2021₹15.72
Min. SIP amountNA
RatingNA
Fund size₹113.89Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA78.3%16.1%10.2%
Category averageNA75.7%16.1%NA
Rank with in categoryNA1021NA
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: 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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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
Amc Image
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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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?

You can select either SIP or Lumpsum investment of UTI Long Term Advantage Fund Series IV Regular Growth based on your investment objective and risk tolerance.

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.

What is the PE and PB ratio of UTI Long Term Advantage Fund Series IV Regular Growth?

The PE ratio ratio of UTI Long Term Advantage Fund Series IV Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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