Name: UTI Long Term Advantage Fund Series IV Regular Growth
Brand: UTI Mutual Fund
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UTI Long Term Advantage Fund Series IV Regular Growth
Equity
ELSS
Very High Risk
3Y Lock Inlock
62.20%
1Y return
-1.35% 1D
1M
6M
1Y
3Y
All
 NAV: 20 Sep 2021₹15.41
Min. SIP amountNA
RatingNA
Fund size₹113.89 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA62.2%13.9%9.7%
Category averageNA75.7%16.1%NA
Rank with in categoryNA1221NA
Understand termsinfo
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 Ltd
EngineeringEquity2.9%
Maruti Suzuki India Ltd.
AutomobileEquity2.8%
Bharti Airtel Ltd.
CommunicationEquity2.6%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2021 - Present
1.43%
30 Sep 2020 - 31 Mar 2021
1.37%
31 Mar 2020 - 30 Sep 2020
1.35%
30 Sep 2019 - 31 Mar 2020
1.33%
31 Mar 2019 - 30 Sep 2019
2.45%
30 Sep 2018 - 31 Mar 2019
2.39%
31 Jul 2018 - 30 Sep 2018
2.46%
30 Jun 2018 - 31 Jul 2018
2.40%
31 May 2018 - 30 Jun 2018
2.40%
30 Apr 2018 - 31 May 2018
0.68%
31 Mar 2018 - 30 Apr 2018
0.68%
Expense ratio, exit load and taxExpense ratio: 1.43%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementSanjay Ramdas Dongre
Aug 2019 - Present
View details
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Education
Mr. Dongre is a B.E. (Instrumentation) from College of Engineering and PGDM from IIM Kolkata.
Experience
He has been associated with UTI AMC since 1994.
Also manages these schemes
UTI Master Equity Plan Unit Scheme
UTI Infrastructure Fund Regular Plan Growth
UTI Infrastructure Fund Regular Plan IDCW
UTI Multi Asset Fund Regular Plan Growth
UTI Multi Asset Fund Regular Plan IDCW
UTI Infrastructure Fund Direct Growth
UTI Infrastructure Fund Direct IDCW
UTI Multi Asset Fund Direct Growth
UTI Multi Asset Fund Direct IDCW
UTI Long Term Advantage Fund Series III Direct Growth
UTI Long Term Advantage Fund Series III Regular IDCW
UTI Long Term Advantage Fund Series III Regular Growth
UTI Long Term Advantage Fund Series III Direct IDCW
UTI Long Term Advantage Fund Series IV Regular IDCW
UTI Long Term Advantage Fund Series IV Direct IDCW
UTI Long Term Advantage Fund Series IV Regular Growth
UTI Long Term Advantage Fund Series IV Direct Growth
UTI Long Term Advantage Fund Series V Direct Growth
UTI Long Term Advantage Fund Series V Regular Growth
UTI Long Term Advantage Fund Series V Regular IDCW
UTI Long Term Advantage Fund Series V Direct IDCW
Lalit Gopalan Nambiar
Oct 2016 - Present
View details
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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.
Also manages these schemes
UTI Long Term Equity Fund IDCW
UTI Long Term Equity Fund Growth
UTI Mid Cap Fund Regular Plan IDCW
UTI Mid Cap Fund Regular Plan Growth
UTI India Consumer Fund Regular Plan Growth
UTI India Consumer Fund Regular Plan IDCW
UTI Long Term Equity Fund Direct IDCW
UTI Long Term Equity Fund Direct Growth
UTI Mid Cap Fund Direct Growth
UTI Mid Cap Fund Direct IDCW
UTI India Consumer Fund Direct Growth
UTI India Consumer Fund Direct IDCW
UTI Long Term Advantage Fund Series III Direct Growth
UTI Long Term Advantage Fund Series III Regular IDCW
UTI Long Term Advantage Fund Series III Regular Growth
UTI Long Term Advantage Fund Series III Direct IDCW
UTI Long Term Advantage Fund Series IV Regular IDCW
UTI Long Term Advantage Fund Series IV Direct IDCW
UTI Long Term Advantage Fund Series IV Regular Growth
UTI Long Term Advantage Fund Series IV Direct Growth
UTI Long Term Advantage Fund Series V Direct Growth
UTI Long Term Advantage Fund Series V Regular Growth
UTI Long Term Advantage Fund Series V Regular IDCW
UTI Long Term Advantage Fund Series V Direct IDCW
UTI Long Term Advantage Fund Series VI Regular IDCW
UTI Long Term Advantage Fund Series VI Direct Growth
UTI Long Term Advantage Fund Series VI Regular Growth
UTI Long Term Advantage Fund Series VI Direct IDCW
UTI Long Term Advantage Fund Series VII Regular Growth
UTI Long Term Advantage Fund Series VII Regular IDCW
UTI Long Term Advantage Fund Series VII Direct Growth
Vishal Chopda
Jul 2021 - Present
View details
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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
UTI Children's Career Fund Savings Plan Regular Plan
UTI Long Term Equity Fund IDCW
UTI Long Term Equity Fund Growth
UTI Children's Career Fund Investment Plan Regular Plan IDCW
UTI Children's Career Fund Investment Plan Regular Plan Growth
UTI India Consumer Fund Regular Plan Growth
UTI India Consumer Fund Regular Plan IDCW
UTI Long Term Equity Fund Direct IDCW
UTI Long Term Equity Fund Direct Growth
UTI Children's Career Fund Investment Plan Direct Growth
UTI Children's Career Fund Savings Plan Direct Plan
UTI India Consumer Fund Direct Growth
UTI India Consumer Fund Direct IDCW
UTI Long Term Advantage Fund Series III Direct Growth
UTI Long Term Advantage Fund Series III Regular IDCW
UTI Long Term Advantage Fund Series III Regular Growth
UTI Long Term Advantage Fund Series III Direct IDCW
UTI Long Term Advantage Fund Series IV Regular IDCW
UTI Long Term Advantage Fund Series IV Direct IDCW
UTI Long Term Advantage Fund Series IV Regular Growth
UTI Long Term Advantage Fund Series IV Direct Growth
UTI Long Term Advantage Fund Series V Direct Growth
UTI Long Term Advantage Fund Series V Regular Growth
UTI Long Term Advantage Fund Series V Regular IDCW
UTI Long Term Advantage Fund Series V Direct IDCW
UTI Long Term Advantage Fund Series VI Regular IDCW
UTI Long Term Advantage Fund Series VI Direct Growth
UTI Long Term Advantage Fund Series VI Regular Growth
UTI Long Term Advantage Fund Series VI Direct IDCW
UTI Long Term Advantage Fund Series VII Regular Growth
UTI Long Term Advantage Fund Series VII Regular IDCW
UTI Long Term Advantage Fund Series VII Direct Growth
Fund house & investment objective
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UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM1,80,599.47 Cr
Date of Incorporation01 Feb 2003
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 t
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 01 Feb 2003. 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 ₹1,80,599 Cr and the Latest NAV as of 20 Sep 2021 is ₹15.41.
The UTI Long Term Advantage Fund Series IV Regular Growth is rated Very High risk. ...Read more
Investment Objective
The investment objective of the scheme is to provide medium to long term capital appreciation along with income tax benefit.
The investment objective of the scheme is to provide medium to long term capital appreciation along with income tax benefit.
Fund benchmarkS&P BSE 100 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
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UTI Long Term Advantage Fund Series IV Regular Growth
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	6M	1Y	3Y	All
Fund returns	NA	62.2%	13.9%	9.7%
Category average	NA	75.7%	16.1%	NA
Rank with in category	NA	12	21	NA
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%
Rating	NA
Fund size	₹113.89 Cr