UTI Long Term Advantage Fund Series V Regular Growth+0.16%

5.73%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
All

Fund Details

UTI Long Term Advantage Fund Series V Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.30%
NAV9.77 (23 Nov 2020)
Fund Started29 Mar 2017
Fund Size123 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.7%
-3.6%
-
-6.6%
Category Average
13.1%
0.7%
12.9%
-
Rank Within Category
16
11
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.5%
    ICICI Bank Ltd.FinancialEquity7.7%
    Coromandel International Ltd.ChemicalsEquity6.4%
    Larsen & Toubro Ltd.ConstructionEquity6.0%
    Ultratech Cement Ltd.ConstructionEquity5.6%
    Ambuja Cements Ltd.ConstructionEquity5.1%
    Escorts Ltd.AutomobileEquity4.1%
    Maruti Suzuki India Ltd.AutomobileEquity3.8%
    Adani Ports and Special Economic Zone Ltd.ServicesEquity3.8%
    Voltamp Transformers LtdEngineeringEquity3.7%
    See All

    Fund Managers

    Lalit Gopalan Nambiar
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    UTI Long Term Advantage Fund Series V Regular Growth Details

    UTI Long Term Advantage Fund Series V Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹123 Cr and the Latest NAV as of 23 Nov 2020 is ₹9.77.

    The UTI Long Term Advantage Fund Series V 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.

    Tax Implications

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

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    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,
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