UTI-Long Term Equity Fund
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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| 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
ICICI Bank
Infosys
Axis Bank
Bharti Airtel
Others
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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 4,740
-
18.1%Fund Size - 4,740
-
32.3%Fund Size - 4,740
-
11.8%Fund Size - 4,740
-
- Equity .
- ELSS .
-
- 11,451
-
15.7%Fund Size - 11,451
-
32%Fund Size - 11,451
-
8.3%Fund Size - 11,451
-
- Equity .
- ELSS .
-
- 3,559
-
20.5%Fund Size - 3,559
-
31.2%Fund Size - 3,559
-
15.6%Fund Size - 3,559
-
- Equity .
- ELSS .
-
- 12,998
-
23.8%Fund Size - 12,998
-
31.1%Fund Size - 12,998
-
13.4%Fund Size - 12,998
-
- Equity .
- ELSS .
-
- 966
-
16.1%Fund Size - 966
-
29.9%Fund Size - 966
-
11.2%Fund Size - 966
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
- HDFC Bank - 8.89%
- ICICI Bank - 8.21%
- Infosys - 5.74%
- Axis Bank - 4.61%
- 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
- HDFC Bank - 8.89%
- ICICI Bank - 8.21%
- Infosys - 5.74%
- Axis Bank - 4.61%
- Bharti Airtel - 3.58%