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
Min. SIP amountNot Supported
RatingNA
Fund size₹196.14Cr

Return calculator

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

Returns and rankings

Category: Equity Tax Planning
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA54.5%13.0%8.2%
Category averageNA25.6%17.2%NA
Rank with in categoryNA2321NA
Understand terms

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

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

Minimum investment amounts

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

Fund management

Sachin Trivedi
Aug 2019 - 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,

Compare funds

UTI Long Term Advantage Fund Series VII Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.5.5
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ