UTI-Long Term Equity Fund

Equity · ELSS
 · ★★★
500
Min SIP
500
Min Lumpsum
0.95 %
Expense Ratio
★★★
Rating
2,883
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 14.5% 27.3% 12.1% 13.6%
Category Average 15.6% 29.7% 12.3% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
8.89%
ICICI Bank
8.21%
Infosys
5.74%
Axis Bank
4.61%
Bharti Airtel
3.58%
Others
68.97%
Banks
23.96%
IT-Software
8.82%
Automobiles
6.33%
Finance
6.06%
Consumer Durables
4.81%
Others
50.02%
Equity
97.6%
Net Curr Ass/Net Receivables
2.23%
T-Bills
0.16%
Fixed Deposit
0.01%
Others
0%

Advance Ratio

-0.05
Alpha
4.3
SD
0.94
Beta
0.44
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

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

How to invest in UTI-Long Term Equity Fund ?

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"

What is the NAV of UTI-Long Term Equity Fund ?

The NAV of UTI-Long Term Equity Fund is ₹158.3 as of 26 May 2023.

How to redeem UTI-Long Term Equity Fund 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?

The minimum SIP amount of UTI-Long Term Equity Fund is ₹500

What are the top sectors UTI-Long Term Equity Fund has invested in??

The top sectors UTI-Long Term Equity Fund has invested in are
  1. HDFC Bank - 8.89%
  2. ICICI Bank - 8.21%
  3. Infosys - 5.74%
  4. Axis Bank - 4.61%
  5. Bharti Airtel - 3.58%

How much returns have UTI-Long Term Equity Fund generated ?

The UTI-Long Term Equity Fund has delivered 13.6% since inception

What is the expense ratio of UTI-Long Term Equity Fund ?

The expense ratio of UTI-Long Term Equity Fund is 0.95 % as of 26 May 2023.

What is the AUM of UTI-Long Term Equity Fund?

The AUM of UTI-Long Term Equity Fund is ₹2,23,841 Cr as of 26 May 2023

What are the top stock holdings of UTI-Long Term Equity Fund?

The top stock holdings of UTI-Long Term Equity Fund are
  1. HDFC Bank - 8.89%
  2. ICICI Bank - 8.21%
  3. Infosys - 5.74%
  4. Axis Bank - 4.61%
  5. Bharti Airtel - 3.58%
Invest Now