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UTI Long Term Advantage Fund Series VI Regular Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
44.22%
1Y return
-0.28% 1D
1M
6M
1Y
3Y
All
NAV: 05 Aug 2021₹11.73
Min. SIP AmountNA
Rating3star
Fund Size₹303.28 Cr

Holdings (29)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity6.8%
State Bank of India
FinancialEquity6.1%
Bharti Airtel Ltd.CommunicationEquity6.0%
HDFC Bank Ltd.FinancialEquity5.9%
ITC Ltd.FMCGEquity5.4%
Bajaj Electricals Ltd.Consumer DurableEquity4.9%
Rallis India Ltd.ChemicalsEquity4.6%
ICICI Prudential Life Insurance Company Ltd.FinancialEquity3.6%
Chambal Fertilisers & Chemicals Ltd.
ChemicalsEquity3.5%
Bajaj Auto LtdAutomobileEquity3.4%
See All

Pros and cons

Category: Equity ELSS

Pros

  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.39%

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

Fund management

Lalit Gopalan Nambiar
Oct 2017 - Present
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Sachin Trivedi
Aug 2019 - Present
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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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