6M
1Y
3Y
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Fund Details
UTI Long Term Advantage Fund Series VI Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.33% |
| NAV | ₹10.54 (16 Apr 2021) |
|---|---|
| Fund Started | 18 Jan 2018 |
| Fund Size | ₹324 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
60.8%
1.1%
-
2.3%
Category Average
72.5%
6.9%
15.7%
-
Rank Within Category
21
17
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 60.8% returns per annum
Comparison
Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 6.7% |
| Bajaj Electricals Ltd. | Cons Durable | Equity | 6.4% |
| Bharti Airtel Ltd. | Communication | Equity | 6.3% |
| State Bank of India | Financial | Equity | 6.2% |
| ITC Ltd. | FMCG | Equity | 5.8% |
| HDFC Bank Ltd. | Financial | Equity | 5.5% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 5.0% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.9% |
| Escorts Ltd. | Automobile | Equity | 4.2% |
| Colgate-Palmolive (India) Ltd. | FMCG | Equity | 3.8% |
See All
Fund Managers
Lalit Gopalan Nambiar
Sachin Trivedi
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 UTI 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 ₹324 Cr and the Latest NAV as of 16 Apr 2021 is ₹10.54.
The UTI Long Term Advantage Fund Series VI Regular Growth is rated Very 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 UTI Mutual Fund
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
E-mail
service@uti.co.inWebsite
NAUTI 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,
Website
www.karvymfs.comSimilar Funds
