UTI-Long Term Equity Fund

Equity | ELSS Mutual Funds
 | 3
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

Returns and Ranks ( as on 07 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
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
8.53%
HDFC Bank
7.58%
Infosys
6.35%
Axis Bank
4.58%
Bharti Airtel
3.73%
Others
69.23%
Banks
23.51%
Automobiles
5.88%
Finance
5.44%
Consumer Durables
5.41%
Retailing
4.89%
Others
54.87%
Equity
98.5%
Net Curr Ass/Net Receivables
1.32%
T-Bills
0.15%
Fixed Deposit
0.01%
Others
0.02%

Fund House Details

UTI Mutual Fund

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

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”.
Invest Now