Overview (as on 16 Apr 2021)
NAV
₹10.9459
1y returns
58.616%
Fund AUM
₹290 Cr
Expense Ratio
1.29%
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 (93.27%)
Debt & Cash (6.73%)
Sector Allocation
Financial Services
29.76%
Basic Materials
21.93%
Defensive
17.82%
Consumer
15.28%
Industrials
5.72%
Communication
5.49%
Utilities
4.01%
Size Breakup
Large Cap
53.69%
Mid Cap
37.01%
Small Cap
9.30%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Net Current Assets
Cash
2.69%
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 Regular Growth
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
Peer Funds
UTI Long Term Advantage Fund Series VII Regular...
NAV
₹10.9459
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"