UTI-Long Term Equity Fund – Direct Growth
500
Min SIP
500
Min Lumpsum
0.85 %
Expense Ratio
Rating
3,141
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 15.3% | 23.2% | 15.1% | 14.2% | ||||
| Category Average | 19.5% | 24.2% | 14.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.01
Alpha
4.13
SD
0.94
Beta
1.45
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
An open-ended fund investing a minimum of 80% in equity and equity related instruments. It aims at enabling members to avail tax rebate under Section 88 of the IT Act and provide them with the benefits of growth.
Fund Managers
Vetri Subramaniam
Mr Vetri Subramaniam, Chief Investment Officer, An extensive experience of over 26 years led to him establishing a strong governance team at Invesco. He launched many offshore funds in Japan, Mauritius and Luxembourg with his excellent track record and performance. He has worked with various firms like Kotak Mahindra, Motilal Oswal and SSKI.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 5,246
-
25.3%Fund Size - 5,246
-
29.7%Fund Size - 5,246
-
15.3%Fund Size - 5,246
-
- Equity .
- ELSS .
-
- 12,543
-
23.3%Fund Size - 12,543
-
28.8%Fund Size - 12,543
-
12.4%Fund Size - 12,543
-
- Equity .
- ELSS .
-
- 15,586
-
34.6%Fund Size - 15,586
-
28.6%Fund Size - 15,586
-
17.6%Fund Size - 15,586
-
- Equity .
- ELSS .
-
- 4,088
-
23.6%Fund Size - 4,088
-
26.5%Fund Size - 4,088
-
18.1%Fund Size - 4,088
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- Equity .
- ELSS .
-
- 1,084
-
19.2%Fund Size - 1,084
-
25.6%Fund Size - 1,084
-
14.7%Fund Size - 1,084
AMC Contact Details
UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
How to invest in UTI-Long Term Equity Fund – Direct Growth ?
You can invest in UTI-Long Term Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Long Term Equity Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Long Term Equity Fund – Direct Growth ?
The NAV of UTI-Long Term Equity Fund – Direct Growth is ₹175.1 as of 29 September 2023.
How to redeem UTI-Long Term Equity Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Long Term Equity Fund – Direct Growth?
The minimum SIP amount of UTI-Long Term Equity Fund – Direct Growth is ₹500
What are the top sectors UTI-Long Term Equity Fund – Direct Growth has invested in?
The top sectors UTI-Long Term Equity Fund – Direct Growth has invested in are
- Banks - 23.44%
- IT-Software - 9%
- Automobiles - 6.62%
- Finance - 6.22%
- Consumer Durables - 5.05%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Long Term Equity Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of UTI-Long Term Equity Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have UTI-Long Term Equity Fund – Direct Growth generated ?
The UTI-Long Term Equity Fund – Direct Growth has delivered 14.2% since inception
What is the expense ratio of UTI-Long Term Equity Fund – Direct Growth ?
The expense ratio of UTI-Long Term Equity Fund – Direct Growth is 0.85 % as of 29 September 2023.
What is the AUM of UTI-Long Term Equity Fund – Direct Growth?
The AUM of UTI-Long Term Equity Fund – Direct Growth is ₹2,48,191 Cr as of 29 September 2023
What are the top stock holdings of UTI-Long Term Equity Fund – Direct Growth?
The top stock holdings of UTI-Long Term Equity Fund – Direct Growth are
- HDFC Bank - 8.11%
- ICICI Bank - 7.81%
- Infosys - 6.01%
- Axis Bank - 4.26%
- Bharti Airtel - 3.37%
How can I redeem my investments in UTI-Long Term Equity Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Long Term Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Long Term Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.