Overview (as on 07 May 2021)

NAV

₹19.1214

1y returns

80.932%

Fund AUM

₹248 Cr

Expense Ratio

0.24%

Fund Performance

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Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Industrials
29.31%
Consumer
17.69%
Financial Services
15.36%
Basic Materials
15.29%
Tech
7.34%
Energy
7.18%
Utilities
5.73%
Communication
2.12%
Size Breakup
Large Cap
61.88%
Mid Cap
31.82%
Small Cap
6.30%

Key Metrics

Beta 

1.12

Std deviation 

22.33%

Sharpe Ratio 

0.43

Holdings

Fund Details

Investment Objectives
The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there can be no assurance that the investment objective of the Scheme will be realized.
Scheme Name
UTI Long Term Advantage Fund Series III Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
30 March, 2016
Fund Manager
Sanjay Dongre
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
service@uti.co.in
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Other Related Plans

Peer Funds

UTI Long Term Advantage Fund Series III Direct ...

NAV

₹19.1214

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Sanjay Dongre
Sanjay Dongre

leader

Qualifications
BE, PGDM
Work Experience
"Experience in Investments and Investment Monitoring from Aug. 1994 till Apr.98 (4 years), 1 year in Equity Research, 1 year in Dealing. Since July 2000, he has been in Funds Management as a Fund Manager for Equity Schemes"

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