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UTI Long Term Equity Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
14.07%
3Y annualised
-0.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jun 2022₹136.62
Min. SIP amount₹500
Rating3
Fund size₹2,735.34Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.9%14.1%10.9%13.1%
Category average54.9%14.2%14.3%NA
Rank with in category271014NA
Understand terms

Holdings (66)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.4%
HDFC Bank Ltd.FinancialEquity7.1%
Infosys Ltd.TechnologyEquity6.7%
Bharti Airtel Ltd.CommunicationEquity4.0%
Axis Bank Ltd.FinancialEquity4.0%
State Bank of IndiaFinancialEquity2.3%
ITC Ltd.Consumer StaplesEquity2.2%
Bajaj Finance Ltd.FinancialEquity2.0%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity1.9%
Aditya Birla Fashion and Retail Ltd.ServicesEquity1.9%
See All

Pros and cons

Category: Equity ELSS

Pros

Cons

Higher alpha: 1.11 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Exit load is zero
Lock-in period: 3Y
Lower expense ratio: 1.24%

Expense ratio, exit load and tax

Expense ratio: 1.24%

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
Amc Image
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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FAQs

How to Invest in UTI Long Term Equity Fund Direct Growth?

You can easily invest in UTI Long Term Equity Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for UTI Long Term Equity Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in UTI Long Term Equity Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does UTI Long Term Equity Fund Direct Growth provide?

The UTI Long Term Equity Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is -1.92% since its inception.

How much expense ratio is charged by UTI Long Term Equity Fund Direct Growth?

The term Expense Ratio used for UTI Long Term Equity Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of UTI Long Term Equity Fund Direct Growth is 1.24% as of 01 Jul 2022...

What is the AUM of UTI Long Term Equity Fund Direct Growth?

The AUM, short for Assets Under Management of UTI Long Term Equity Fund Direct Growth is ₹2,735.34Cr as of 01 Jul 2022.

How to Redeem UTI Long Term Equity Fund Direct Growth?

If you want to sell your UTI Long Term Equity Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of UTI Long Term Equity Fund Direct Growth?

You can select either SIP or Lumpsum investment of UTI Long Term Equity Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of UTI Long Term Equity Fund Direct Growth?

The NAV of UTI Long Term Equity Fund Direct Growth is ₹136.62 as of 30 Jun 2022.

What is the PE and PB ratio of UTI Long Term Equity Fund Direct Growth?

The PE ratio ratio of UTI Long Term Equity Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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