Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹500 | 1 % | 3★ | ₹3,011 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹500 | 1 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹3,011 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 1.4% | 18.8% | 12.3% | 14.3% | ||||
| Category Average | 8.2% | 19.2% | 13.0% | - |
Scheme Allocation
Holding
Sector
Asset
ICICI Bank
HDFC Bank
Infosys
Axis Bank
Bharti Airtel
Others
Fund House Details
UTI-Long Term Equity Fund
Fund Manager
Vetri Subramaniam
Exit Load
| Exit Load | Nil |
|---|
Advance Ratio
| -0.01 | 1.11 | 0.91 | -0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
-
-
Equity | Sectoral / Thematic Mutual Funds19.4%20.7%6.2%1Y3Y5Y
-
AMC Contact Details
UTI Mutual Fund
AUM:
2,23,841 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
You can invest in UTI-Long Term Equity Fund 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 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"
The UTI-Long Term Equity Fund has delivered 14.3% since inception
The NAV of UTI-Long Term Equity Fund is ₹159.3 as of 07 December 2022.
The expense ratio of UTI-Long Term Equity Fund is 1 % as of 07 December 2022.
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”.
