Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option | Pros & Cons NAV(139.7)

Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option

Equity: ELSS

Fund Information

Objective

"The funds collected under the scheme shall be invested in equities, fully convertible debentures/bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition."

Very High Risk

Equity: ELSS

Category

Nifty 200

Benchmark

2013-01-01

Launched On

Open Ended

Type

Min SIP

500

Min Investment

3041

AUM in Crores

1.21

Expense Ratio

--

Exit Load

UTI Asset Management Company Ltd

Fund House

Vetri Subramaniam, Vishal Chopda

Fund Managers

Uti Long Term Equity Fund Tax Saving Direct Plan Option Pros & Cons

Pros

  • Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option has over performed index in 2011-2014, 2012-2015, 2013-2016 years
  • 3 years avg returns are higher than benchmark

Cons

  • Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option has under performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option is ranking 30th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option 
18.8521.0714.8311.97
Nifty 200
16.9519.415.0811.6713.7811.43

Uti Long Term Equity Fund Tax Saving Direct Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option 
12.4825.82-5.2412.720.23-0.35
Nifty 200
13.5950.6-8.712.4826.37-1.27

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option 
21.3321.110.7860.983.8
Nifty 200
17.7921.730.601--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
11.53
2020-03-16 - 2020-03-23
-17.75
Month2020-03-23 - 2020-04-23
19.26
2020-02-24 - 2020-03-24
-33.02
Quarter2020-03-23 - 2020-07-23
39.84
2019-12-04 - 2020-04-04
-28.07
Year2020-03-23 - 2021-03-23
92.83
2019-04-05 - 2020-04-05
-25.56

Portfolio

Stock NameSector% of Total Holdings
ICICI BankFinancial7.59
HDFC BankFinancial7.25
InfosysTechnology6.84
Bharti AirtelCommunication4.17
Axis BankFinancial3.7
State Bank of IndiaFinancial2.26
L&T InfotechTechnology2.21
Bajaj FinanceFinancial2.09
Aditya Birla Fashion and RetailServices2.09
ITCFMCG1.91
Crompton Greaves Consumer ElectricalsConsumer Durable1.79
Tech MahindraTechnology1.78
Carborundum UniversalMetals1.7
Cholamandalam Investment & Finance CompanyFinancial1.67
Eicher MotorsAutomobile1.55
Maruti Suzuki IndiaAutomobile1.49
Gujarat GasEnergy1.37
Avenue SupermartsServices1.34
Phoenix MillsConstruction1.32
Jubilant FoodWorksServices1.26
Dr. Reddy's LabHealthcare1.21
ABB India Ltd.Engineering1.16
Torrent PowerEnergy1.14
The Ramco CementsConstruction1.12
Divi's LaboratoriesHealthcare1.07

AUM Yearly

YearScheme Total AumCategory Total Aum
20211907.470.00
20201661.310.00
20191308.63100592.07

Uti Long Term Equity Fund Tax Saving Direct Plan Option Details

Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option is a mutual fund scheme launched by UTI Asset Management Company Ltd.This fund has been launched on 2013-01-01. Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option currently has 3041 crores of assets under management (AUM) and has an expense ratio of 1.21 which is higher than what most other Large Cap funds charge.


Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option has given returns of 18.85% in the last 1 year and 21.07% in the last 3 years. And since launch the fund has given 15.21% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs. and lumpsum investment is Rs.500.

The top holdings of the fund are ICICI Bank , HDFC Bank , Infosys , Bharti Airtel , Axis Bank

Frquently Asked Questions

1. What is the NAV of Uti Long Term Equity Fund Tax Saving Direct Plan Option?

The current Net Asset Value (NAV) of the Uti Long Term Equity Fund Tax Saving Direct Plan Option is 139.7

2. Uti Long Term Equity Fund Tax Saving Direct Plan Option Rolling Returns

The 3 year rolling returns of the Uti Long Term Equity Fund Tax Saving Direct Plan Option:

  • Mean : 12.48%
  • Max : 25.82%
  • Min : -5.24%

3. How do I invest in Uti Long Term Equity Fund Tax Saving Direct Plan Option?

  1. Click here Invest Now
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  3. Invest and enjoy the returns

Uti Long Term Equity Fund Tax Saving Direct Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.