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UTI Long Term Advantage Fund Series VII Regular Growth+1.05%

58.62%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
All

Fund Details

UTI Long Term Advantage Fund Series VII Regular Growth

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.35%
NAV₹10.95 (16 Apr 2021)
Fund Started27 Mar 2018
Fund Size290 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
58.6%
2.8%
-
7.0%
Category Average
72.5%
6.9%
15.7%
-
Rank Within Category
22
16
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 58.6% 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. Age is less than 3 years

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.0%
ITC Ltd.FMCGEquity6.1%
ICICI Bank Ltd.FinancialEquity5.3%
Bharti Airtel Ltd.CommunicationEquity5.1%
Mahindra & Mahindra Ltd.AutomobileEquity4.4%
Bajaj Auto LtdAutomobileEquity4.2%
State Bank of IndiaFinancialEquity4.0%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity4.0%
Bajaj Electricals Ltd.Cons DurableEquity3.7%
Escorts Ltd.AutomobileEquity3.7%
See All

Fund Managers

Lalit Gopalan Nambiar
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Sachin Trivedi
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UTI Long Term Advantage Fund Series VII Regular Growth Details

UTI Long Term Advantage Fund Series VII Regular Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 27 Mar 2018. Lalit Nambiar is the Current Fund Manager of UTI Long Term Advantage Fund Series VII Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹290 Cr and the Latest NAV as of 16 Apr 2021 is ₹10.95.

The UTI Long Term Advantage Fund Series VII 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
Website
NA
UTI 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,
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