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

Asset Allocation

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

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 NamePlan TypeExpense Ratio1yr Returns
Direct0.72%19.63%
Regular1.29%19.21%

Peer Funds

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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