Home>Mutual Funds>UTI Mutual Fund>UTI Long Term Advantage Fund Series V Direct Growth

UTI Long Term Advantage Fund Series V Direct Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
16.87%
3Y annualised
+0.21% 1D
1M
6M
1Y
3Y
All
NAV: 24 Sep 2021₹15.47
Min. SIP amountNA
Rating3star
Fund size₹115.08 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA77.6%16.9%10.2%
Category averageNA75.7%16.1%NA
Rank with in categoryNA1118NA
Understand termsinfo

Holdings (62)

NameSectorInstrumentAssets
FinancialEquity7.0%
State Bank of India
FinancialEquity6.4%
FinancialEquity6.2%
FinancialEquity4.4%
EngineeringEquity4.3%
AutomobileEquity4.0%
EngineeringEquity3.8%
CommunicationEquity3.7%
TechnologyEquity3.7%
ABB India Ltd.
EngineeringEquity3.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.73%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo
Check past data

Minimum investment amounts

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

Fund management

Lalit Gopalan Nambiar
Dec 2016 - Present
View details
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Vishal Chopda
Jul 2021 - Present
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Fund house & investment objective

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Fund house contact details

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UTI Long Term Advantage Fund Series V Direct Growth
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