UTI Long Term Equity Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
26.60%
3Y annualised
+1.51% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2023₹146.87
Min. SIP amount₹500
Rating3
Fund size₹2,797.03Cr

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 ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.6%26.6%11.1%12.9%
Category average-0.4%26.6%10.1%NA
Rank with in category322416NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity8.7%
ICICI Bank Ltd.FinancialEquity7.9%
Infosys Ltd.TechnologyEquity6.8%
Axis Bank Ltd.FinancialEquity4.5%
Bharti Airtel Ltd.CommunicationEquity3.4%
Maruti Suzuki India Ltd.AutomobileEquity2.6%
Bajaj Finance Ltd.FinancialEquity2.5%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.3%
LTIMindtree Ltd.TechnologyEquity2.3%
State Bank of IndiaFinancialEquity2.2%
See All

Pros and cons

Category: Equity ELSS

Pros

Cons

5Y annualised returns higher than category average by 0.66%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Exit load is zero
Lock-in period: 3Y
Lower expense ratio: 0.95%

Expense ratio, exit load and tax

Expense ratio: 0.95%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Vishal Chopda
Aug 2019 - 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, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
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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