UTI Long Term Advantage Fund Series VII Direct Growth

Equity
Tax Planning
Very High Risk
3Y Lock In
+13.00%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
All
NAV: 24 Sep 2021
₹13.18
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹196.14Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (58)

NameSectorInstrumentAssets
FinancialEquity10.00%
CommunicationEquity7.08%
FinancialEquity7.07%
State Bank of India
FinancialEquity6.49%
FMCGEquity5.97%
FinancialEquity3.63%
Consumer DurableEquity3.23%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity2.22%
TechnologyEquity2.13%
FinancialEquity1.90%
AutomobileEquity1.68%
MetalsEquity1.66%
ServicesEquity1.62%
ChemicalsEquity1.55%
FinancialEquity1.45%
KNR Constructions Ltd.
ConstructionEquity1.34%
ConstructionEquity1.30%
ServicesEquity1.28%
ServicesEquity1.18%
EnergyEquity1.08%
ConstructionEquity1.04%
HealthcareEquity1.03%
HealthcareEquity1.01%
EngineeringEquity0.98%
TextilesEquity0.96%
ConstructionEquity0.95%
HealthcareEquity0.94%
Consumer DurableEquity0.93%
FMCGEquity0.92%
Tube Investments Of India Ltd.
AutomobileEquity0.91%
FMCGEquity0.91%
ServicesEquity0.91%
Barbeque-Nation Hospitality Ltd.
ServicesEquity0.89%
Consumer DurableEquity0.87%
EnergyEquity0.85%
EnergyEquity0.77%
AutomobileEquity0.77%
ConstructionEquity0.76%
FMCGEquity0.76%
ICICI Lombard General Insurance Company Ltd.
InsuranceEquity0.73%
HealthcareEquity0.73%
FMCGEquity0.73%
ChemicalsEquity0.73%
Zomato Ltd.
ServicesEquity0.69%
FMCGEquity0.69%
AutomobileEquity0.68%
Multi Commodity Exchange Of India Ltd.
ServicesEquity0.65%
EngineeringEquity0.65%
EngineeringEquity0.63%
AutomobileEquity0.63%
EnergyEquity0.61%
Gland Pharma Ltd.
HealthcareEquity0.60%
ConstructionEquity0.59%
FinancialEquity0.54%
MTAR Technologies Ltd.
ServicesEquity0.52%
ChemicalsEquity0.47%
ChemicalsEquity0.47%
EngineeringEquity0.36%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Tax Planning
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA54.5%13.0%8.2%
Category averageNA-1.4%17.1%NA
Rank with in categoryNA2321NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Sachin Trivedi
Aug 2019 - Present
View details

Vishal Chopda
Jul 2021 - Present
View details

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
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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