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
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹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
Holding Name
Type
Holding Percentage
INDProtect
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
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 Name | Plan Type | Expense Ratio | 1yr Returns |
---|---|---|---|
Direct | 0.72% | 19.63% | |
Regular | 1.29% | 19.21% |
Peer Funds
UTI Long Term Advantage Fund Series VII Direct ...
NAV
₹11.0283
INDmoney Analysis
Return Score
Average
Risk Score
Below Average
Fund is in Top 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Manager

Sachin Trivedi
leader
Work Experience
"null"