| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.73% |
| NAV | ₹8.95 (23 Sep 2020) |
|---|---|
| Fund Started | 29 Mar 2017 |
| Fund Size | ₹127 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.9% |
| ICICI Bank Ltd. | Financial | Equity | 7.5% |
| Coromandel International Ltd. | Chemicals | Equity | 6.5% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.9% |
| Ultratech Cement Ltd. | Construction | Equity | 4.6% |
| Voltamp Transformers Ltd | Engineering | Equity | 4.3% |
| Ambuja Cements Ltd. | Construction | Equity | 4.0% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.6% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 3.6% |
| Escorts Ltd. | Automobile | Equity | 3.6% |
UTI Long Term Advantage Fund Series V Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 29 Mar 2017. Lalit Nambiar is the Current Fund Manager of UTI Long Term Advantage Fund Series V Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹127 Cr and the Latest NAV as of 23 Sep 2020 is ₹8.95.
The UTI Long Term Advantage Fund Series V Direct Growth is rated Moderately High risk.
The investment objective of the scheme is to provide medium to long term capital appreciation along with income tax benefit.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.