UTI - Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Option

Fund Returns

NAV Rs. 100.54 -0.47 %
(as on Jan. 27, 2020)
1 yr Return 17.78 %
3 yr. Return 11.27 %
5 yr. Return 8.06 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 100.54 -0.47 %
(as on Jan. 27, 2020)
17.78 % 11.27 % 8.06 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Jan. 2, 2013
Fund Size Rs. 1056.31 cr.
Category Equity | Tax Savings
Fund Manager Vetri Subramaniam
AMC UTI Asset Management Company Ltd
Fund Benchmark S&P BSE 200 Index
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 0.00
Expense Ratio 1.58 %
Exit load Nil

Investment Objective

The funds collected under the scheme shall be invested in equities, fully convertible debentures/bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the nonconvertible portion of the debentures/bonds so acquired or sub-scribed shall be disinvested within a period of twelve months from their acquisition

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 3.44 10.92 15.61 17.78 11.27 8.06
Rank Within Category 115 70 None 46 40 48

AMC Contact Information

AMC UTI Asset Management Company Ltd
Address UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051
Email service@uti.co.in
Website https://www.utimf.com/

Scheme Details

Launch Date Jan. 2, 2013 Fund Size Rs. 1056.31 cr.
Category Equity | Tax Savings Fund Manager Vetri Subramaniam
AMC UTI Asset Management Company Ltd Fund Benchmark S&P BSE 200 Index
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 0.00 1.58 % Nil

Investment Objective

The funds collected under the scheme shall be invested in equities, fully convertible debentures/bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the nonconvertible portion of the debentures/bonds so acquired or sub-scribed shall be disinvested within a period of twelve months from their acquisition

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 3.44 10.92 15.61 17.78 11.27 8.06
Rank Within Category 115 70 None 46 40 48

AMC Contact Information

AMC UTI Asset Management Company Ltd
Address UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051
Email service@uti.co.in
Website https://www.utimf.com/