HomeMutual FundsUTI Long Term Advantage Fund Series VII Direct Dividend

Overview (as on 28 Oct 2020)

NAV

₹8.8843

1y returns

4.787%

Fund AUM

₹236 Cr

Expense Ratio

0.72%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
UTI Long Term Advantage Fund Series VII Direct Dividend
₹0
-Infinity% projected returns

Asset Allocation

Equity (97.41%)
Debt & Cash (2.59%)
Sector Allocation
Basic Materials
31.99%
Defensive
19.10%
Consumer
18.17%
Financial Services
12.72%
Industrials
8.63%
Communication
5.89%
Utilities
3.49%
Size Breakup
Mid Cap
43.18%
Large Cap
42.58%
Small Cap
14.24%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Top 10 Holdings

All
Equity
Debt & Cash

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 1ome 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 VII Direct Dividend
Scheme Document
Click Here
Exit Load

After 0 Years : 0%

Plan Started
27 March, 2018
Fund Manager
Sachin Trivedi
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
NA
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Peer Funds

UTI Long Term Advantage Fund Series VII Direct ...

NAV

₹8.8843

INDmoney Analysis

    warning

    Fund is in Top 50 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 Managers

Sachin Trivedi
Sachin Trivedi

Manager

Work Experience
"null"
Sachin Trivedi
Sachin Trivedi

leader

Work Experience
"null"
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