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UTI Long Term Advantage Fund Series VII Regular Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
41.92%
1Y return
0.00% 1D
1M
6M
1Y
3Y
All
NAV: 05 Aug 2021₹12.22
Min. SIP AmountNA
Rating3star
Fund Size₹235.24 Cr

Holdings (30)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity8.7%
ICICI Bank Ltd.FinancialEquity7.1%
Bharti Airtel Ltd.CommunicationEquity6.1%
State Bank of India
FinancialEquity5.3%
ITC Ltd.FMCGEquity4.9%
Rallis India Ltd.ChemicalsEquity4.3%
PI Industries Ltd.ChemicalsEquity4.2%
Chambal Fertilisers & Chemicals Ltd.
ChemicalsEquity3.8%
Coromandel International Ltd.ChemicalsEquity3.6%
Bajaj Electricals Ltd.Consumer DurableEquity3.5%
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
  • Age is less than 3 years
  • 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: 1.4%

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
Apr 2018 - 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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