6M
1Y
3Y
All
Fund Details
UTI Long Term Advantage Fund Series IV Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.37% |
| NAV | ₹11.67 (27 Jan 2021) |
|---|---|
| Fund Started | 19 Jan 2017 |
| Fund Size | ₹115 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 amount₹0
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.9% |
| Larsen & Toubro Ltd. | Construction | Equity | 7.7% |
| Reliance Industries Ltd. | Energy | Equity | 7.6% |
| State Bank of India | Financial | Equity | 5.4% |
| Ultratech Cement Ltd. | Construction | Equity | 5.2% |
| Axis Bank Ltd. | Financial | Equity | 5.2% |
| Bharat Forge Ltd. | Automobile | Equity | 4.2% |
| Voltamp Transformers Ltd | Engineering | Equity | 4.0% |
| Coromandel International Ltd. | Chemicals | Equity | 3.9% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 3.8% |
See All
Fund Managers
Sanjay Ramdas Dongre
Lalit Gopalan Nambiar
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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UTI Long Term Advantage Fund Series IV Regular Growth
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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
E-mail
service@uti.co.inWebsite
NAUTI 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,
Website
www.karvymfs.comSimilar Funds
