Fund Insights
In the last 1 year, HDFC TaxSaver -Direct Plan - Growth Option has given 11.42% return, outperforming this fund by 14.93%
In the last 3 years, Quant Tax Plan Growth Option Direct Plan has given 35.89% return, outperforming this fund by 21.51% per annum
In the last 5 years, Quant Tax Plan Growth Option Direct Plan has given 21.65% return, outperforming this fund by 10.48% per annum
Over the last 3 months, this fund has decreased expense ratio by 6.9% moving from 1.02 to 0.95
This fund has one of the lowest expense ratio in the category (elss (tax savings)). Its expense ratio is 0.95% which is lower than the category average expense ratio of 1.4%
UTI Long Term Equity Fund - Growth Option - Direct is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Vishal Chopda. The fund could potentially beat inflation in the long-run.
1) UTI Long Term Equity Fund - Growth Option - Direct has a NAV of ₹152.5315 as on 08-02-2023.
2) UTI Long Term Equity Fund - Growth Option - Direct has ₹2913 Cr worth of assets under management (AUM) as on 31-12-2022 and is more than category average.
3) The fund has an expense ratio 0.95 %.
Expense ratio | 0.95% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹2913 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 29.3% |
UTI Long Term Equity Fund - Growth Option - Direct | Absolute Returns | CAGR Returns |
1 Month Returns | -0.99% | -0.99% |
6 Month Returns | -0.89% | -0.89% |
1 Year Returns | -3.5% | -3.5% |
3 Years Returns | 49.61% | 14.37% |
5 Years Returns | 69.78% | 11.17% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Long Term Equity Fund - Growth Option - Direct | -6.42 | -0.7 | -0.03 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Long Term Equity Fund - Growth Option - Direct | 0.92 | 0.95 | 0.95 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Long Term Equity Fund - Growth Option - Direct | -0.56 | 0.54 | 0.34 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Long Term Equity Fund - Growth Option - Direct | 15.79 | 22.28 | 19.22 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.