UTI Long Term Equity Fund Growth

Equity
ELSS
Very High Risk
3Y Lock In
18.02%
3Y annualised
-1.73% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Sep 2022₹142.70
Min. SIP amountNot Supported
Rating3
Fund size₹2,873.08Cr

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-2.6%18.0%12.2%14.6%
Category average4.1%18.6%11.3%NA
Rank with in category261110NA
Understand terms

Holdings (56)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.4%
HDFC Bank Ltd.FinancialEquity7.5%
Infosys Ltd.TechnologyEquity6.1%
Axis Bank Ltd.FinancialEquity3.8%
Bharti Airtel Ltd.CommunicationEquity3.6%
Bajaj Finance Ltd.FinancialEquity2.7%
State Bank of IndiaFinancialEquity2.7%
ITC Ltd.Consumer StaplesEquity2.2%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity2.1%
Maruti Suzuki India Ltd.AutomobileEquity2.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.97%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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