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UTI Long Term Equity Fund Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
57.53%
1Y return
+0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹134.83
Min. SIP Amount₹500
Rating4star
Fund Size₹1,974.27 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns57.5%15.3%14.0%15.2%
Category average54.9%14.2%14.3%NA
Rank with in category10913NA
Understand termsinfo

Holdings (65)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity7.5%
HDFC Bank Ltd.FinancialEquity7.3%
ICICI Bank Ltd.FinancialEquity6.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.4%
Axis Bank Ltd.FinancialEquity4.3%
Bharti Airtel Ltd.CommunicationEquity3.6%
Gujarat Gas Ltd.EnergyEquity2.1%
ITC Ltd.FMCGEquity2.1%
Bajaj Finance Ltd.FinancialEquity2.0%
Crompton Greaves Consumer Electricals Ltd.Consumer DurableEquity1.9%
See All

Pros and cons

Category: Equity ELSS

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • Exit load is zero
  • 5Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.39%
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.39%

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

Minimum investment amounts

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

Fund management

Vetri Subramaniam
Sep 2017 - Present
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Lalit Gopalan Nambiar
Jun 2014 - Present
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Vishal Chopda
Aug 2019 - Present
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Fund house & investment objective

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Fund house contact details

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