HomeMutual FundsUTI Long Term Advantage Fund Series VII Regular Growth

Overview (as on 20 Oct 2020)

NAV

₹8.644

1y returns

5.661%

Fund AUM

₹236 Cr

Expense Ratio

0.33%

Fund Performance

Calculator

Monthly SIP
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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
UTI Long Term Advantage Fund Series VII Regular Growth
₹0
-Infinity% projected returns
Axis Capital Builder Fund Series 1 (1540 days) Regular Growth
₹0
-Infinity% projected returns
Edelweiss Maiden Opp Fund - Sr.1 Regular Growth
₹0
-Infinity% projected returns
Kotak India Growth Ser IV Regular Growth
₹0
-Infinity% projected returns
Nippon India Capital Builder Fund IV - Series B Regular Growth
₹0
-Infinity% projected returns
Tata Value Fund - Series 2 Regular Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (97.41%)
Debt & Cash (2.59%)
Sector Allocation
Basic Materials
31.99%
Defensive
19.10%
Consumer
18.17%
Financial Services
12.72%
Industrials
8.63%
Communication
5.89%
Utilities
3.49%
Size Breakup
Mid Cap
43.18%
Large Cap
42.58%
Small Cap
14.24%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Top 10 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 Capital Builder Fund Series 1 (1540 days) Regular Growth  

NR
EquityClosed Ended - EquityRegularModerately High risk

1 yr returns

5.84%

AUM

₹489 Cr

Expense Ratio

1.32%

Kotak India Growth Ser IV Regular Growth  

NR
EquityClosed Ended - EquityRegularModerately High risk

1 yr returns

21.31%

AUM

₹477 Cr

Expense Ratio

1.25%

Edelweiss Maiden Opp Fund - Sr.1 Regular Growth  

NR
EquityClosed Ended - EquityRegularModerately High risk

1 yr returns

18.38%

AUM

₹375 Cr

Expense Ratio

1.41%

Nippon India Capital Builder Fund IV - Series B Regular Growth  

NR
EquityClosed Ended - EquityRegularModerately High risk

1 yr returns

-4.92%

AUM

₹294 Cr

Expense Ratio

2.57%

Tata Value Fund - Series 2 Regular Growth  

NR
EquityClosed Ended - EquityRegularModerately High risk

1 yr returns

-0.57%

AUM

₹268 Cr

Expense Ratio

1.83%

UTI Long Term Advantage Fund Series VII Regular...

NAV

₹8.644

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 Managers

Sachin Trivedi
Sachin Trivedi

Manager

Work Experience
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Sachin Trivedi
Sachin Trivedi

leader

Work Experience
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