HomeMutual FundsUTI Long Term Advantage Fund Series VII Regular Growth

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
Axis Long Term Equity Fund Growth
₹0
-Infinity% projected returns
DSP Tax Saver Fund Regular Plan Growth
₹0
-Infinity% projected returns
ICICI Prudential Long Term Equity Fund (Tax Saving) Growth
₹0
-Infinity% projected returns
Nippon India Tax Saver (ELSS) Fund - Growth
₹0
-Infinity% projected returns
SBI Magnum Long Term Equity Scheme Regular Growth
₹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

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
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

Axis Long Term Equity Fund Growth  

EquityELSS (Tax Savings)RegularVery High Risk

1 yr returns

53.51%

AUM

₹27,870 Cr

Expense Ratio

1.61%

Nippon India Tax Saver (ELSS) Fund - Growth  

EquityELSS (Tax Savings)RegularVery High Risk

1 yr returns

62.55%

AUM

₹11,219 Cr

Expense Ratio

1.75%

SBI Magnum Long Term Equity Scheme Regular Growth  

EquityELSS (Tax Savings)RegularVery High Risk

1 yr returns

60.85%

AUM

₹9,258 Cr

Expense Ratio

1.89%

ICICI Prudential Long Term Equity Fund (Tax Saving) Growth  

EquityELSS (Tax Savings)RegularVery High Risk

1 yr returns

60.09%

AUM

₹8,310 Cr

Expense Ratio

1.82%

DSP Tax Saver Fund Regular Plan Growth  

EquityELSS (Tax Savings)RegularVery High Risk

1 yr returns

66.19%

AUM

₹8,056 Cr

Expense Ratio

1.83%

UTI Long Term Advantage Fund Series VII Regular...

NAV

₹10.9459

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"
INDmoney Logo
Apple App Store
Google Play Store

Markets:Nifty 50 | Nifty 100 | Nifty 200 | Nifty 500 | Nifty Bank | Nifty Next 50 | S&P BSE SENSEX

Stocks:All Stocks | Top Gainers | Top Losers | Hot Stocks | Most Active | At 52 Week High | At 52 Week Low

Mutual Funds:Top 10 Tax Saving (ELSS) Mutual Funds | Top 10 Large Cap Mutual Funds | Top 10 Mid Cap Mutual Funds | Top 10 Small Cap Mutual Funds | Top 10 Multi Cap Mutual Funds | Top 10 Balanced Mutual Funds | Top 10 Debt Mutual Funds

Fixed Deposit:All FDs | Suggested FDs | Monthly payout FDs | Quarterly payout FDs | Semi annual payout FDs | Annual payout FDs | Cumulative payout FDs

US Stocks:All US Stocks | Top ETFs | Top Tech Stocks | Hot Stocks | Top Gainers | Top Losers | Pharma Stocks

Bonds:All Bonds | Suggested Bonds | Corporate Bonds | Public Sector Bonds | Bank Issued Bonds

Loans:New Home Loan | Loan Against Property | On Demand Credit Line | Loan for Commercial Property | Personal Loan

Tools:Compare Mutual Funds| FD Calculator| Loan Deferment Calculator| Credit Card Deferment Calculator| Financial Immunity Calculator| SIP Calculator| EMI Calculator

Explore AMCs:All AMCs |HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Private Limited | Aditya Birla Sun Life AMC Ltd | Nippon Life India Asset Management Ltd

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Marketing and distribution of various financial products such as loans and deposits are powered by Finzoomers Services Private Limited.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]