HomeMutual FundsUTI Long Term Advantage Fund Series VII Direct Dividend

Overview (as on 19 Jan 2021)

NAV

₹11.0283

1y returns

19.635%

Fund AUM

₹277 Cr

Expense Ratio

0.72%

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Axis Long Term Equity Fund Direct Plan Dividend Payout option
₹0
-Infinity% projected returns
DSP Tax Saver Fund Direct Plan Dividend Payout
₹0
-Infinity% projected returns
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Dividend Payout
₹0
-Infinity% projected returns
Nippon India Tax Saver (ELSS) Fund Direct Plan Annual Dividend Payout Option
₹0
-Infinity% projected returns
SBI Magnum Long Term Equity Scheme Direct Dividend Payout
₹0
-Infinity% projected returns

Asset Allocation

Equity (97.16%)
Debt & Cash (2.84%)
Sector Allocation
Basic Materials
27.19%
Financial Services
20.39%
Defensive
18.84%
Consumer
16.45%
Industrials
7.98%
Communication
5.99%
Utilities
3.16%
Size Breakup
Large Cap
46.21%
Mid Cap
41.16%
Small Cap
12.63%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

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

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
UTI Long Term Advantage Fund Series VII Direct Growth
NR
Direct0.72%19.63%
UTI Long Term Advantage Fund Series VII Regular Dividend
NR
Regular1.29%19.21%

Peer Funds

Axis Long Term Equity Fund Direct Plan Dividend Payout option  

EquityELSS (Tax Savings)DirectModerately High risk

1 yr returns

18.59%

AUM

₹27,181 Cr

Expense Ratio

0.74%

Nippon India Tax Saver (ELSS) Fund Direct Plan Annual Dividend Payout Option  

EquityELSS (Tax Savings)DirectModerately High risk

1 yr returns

2.61%

AUM

₹10,564 Cr

Expense Ratio

1.2%

SBI Magnum Long Term Equity Scheme Direct Dividend Payout  

EquityELSS (Tax Savings)DirectModerately High risk

1 yr returns

18.89%

AUM

₹8,767 Cr

Expense Ratio

1.3%

DSP Tax Saver Fund Direct Plan Dividend Payout  

EquityELSS (Tax Savings)DirectModerately High risk

1 yr returns

18.93%

AUM

₹7,425 Cr

Expense Ratio

0.91%

ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Dividend Payout  

EquityELSS (Tax Savings)DirectModerately High risk

1 yr returns

16.20%

AUM

₹7,784 Cr

Expense Ratio

1.26%

UTI Long Term Advantage Fund Series VII Direct ...

NAV

₹11.0283

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 Manager

Sachin Trivedi
Sachin Trivedi

leader

Work Experience
"null"
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