UTI Long Term Advantage Fund Series VII Growth

Equity
ELSS
Very High Risk
3Y Lock In
12.14%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
All
NAV: 24 Sep 2021
₹12.74
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 ELSS
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA54.0%12.1%7.2%
Category averageNA-3.2%17.4%NA
Rank with in categoryNA2523NA
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Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
-3.4%23.5%30,271.16
5
2.1%21.6%16,579.03
5
2.6%18.6%5,538.01
4
-3.6%18.3%6,705.56
4
-3.2%17.2%15,338.90

Expense ratio, exit load and tax

Expense ratio: 1.40%

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.

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Check past data

Fund management

Sachin Trivedi
Aug 2019 - Present
View details

Education
Mr. Sachin Trivedi is a CFA.
Experience
He began his career in June 2001, with UTI AMC. He has more than 13 years of experience in research and portfolio management. Presently, he leads the Equity research in the capacity of Head – Research. He is also a fund manager
Also manages these schemes

Vishal Chopda
Jul 2021 - Present
View details

Education
Mr. Chopda is BE, PGDM & CFA
Experience
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
Also manages these schemes

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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