UTI-Long Term Advantage Fund - Sr.IV (D)

UTI-Long Term Advantage Fund - Sr.IV (D)

AMC Name: UTI Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 100 TRI
Fund Manager Lalit Nambiar
Fund Horizon CLOSE
Inception Date 25-Jan-2017
Scheme AUM(CR) ` 140.59
Minimum SIP/LUMPSUM ` / `
Increment SIP/LUMPSUM ` / `
SIP Dates
Entry Load Nil
Exit Load Nil
Expense Ratio 2.45

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -9.60% -4.24%
3 Month -14.84% -6.52%
6 Month -7.59% -0.31%
1 Year -17.33% -6.92%
3 Year 0.00% 8.63%
5 Year 0.00% 7.90%
Since Inception -4.09% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others