UTI Long Term Advantage Fund Series VI Regular Growth-2.37%

3
-1.39%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
All

Fund Details

UTI Long Term Advantage Fund Series VI Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.29%
NAV8.09 (25 Sep 2020)
Fund Started18 Jan 2018
Fund Size356 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Long Term Advantage Fund Series VI Regular Growth
-1.4%
NA
NA
-8.5%
Category Average
14.4%
1.5%
10.7%
-
Rank within category
10
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with -1.4% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Bharti Airtel Ltd.CommunicationEquity7.0%
    PI Industries Ltd.ChemicalsEquity6.5%
    Coromandel International Ltd.ChemicalsEquity5.7%
    Mahindra & Mahindra Ltd.AutomobileEquity5.6%
    ITC Ltd.FMCGEquity5.6%
    Escorts Ltd.AutomobileEquity5.2%
    Rallis India Ltd.ChemicalsEquity5.0%
    Bayer CropScience Ltd.HealthcareEquity4.9%
    Mahindra & Mahindra Financial Services Ltd.FinancialEquity4.7%
    Chambal Fertilisers & Chemicals Ltd.ChemicalsEquity4.4%
    See All

    Fund Managers

    addLalit Gopalan Nambiar
    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.
    Funds Managed
    addSachin Trivedi
    Education
    Mr. Sachin Trivedi is a CFA.
    Experience
    He has been associated with UTI AMC for over a decade.
    Funds Managed

    UTI Long Term Advantage Fund Series VI Regular Growth Details

    UTI Long Term Advantage Fund Series VI Regular Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 18 Jan 2018. Lalit Nambiar is the Current Fund Manager of UTI Long Term Advantage Fund Series VI Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹356 Cr and the Latest NAV as of 25 Sep 2020 is ₹8.09.

    The UTI Long Term Advantage Fund Series VI Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.

    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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