UTI Long Term Advantage Fund - Series VII - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate capital appreciation over a period of tenyears by investing predominantly in equity and equity-related instruments of companies alongwith income tax benefit. However, there can be no assurance that the investment objective of theScheme will be realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE 200 -3.31 9.32 -1.05 3.67 7.60 12.84

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-August-2020

  • EQ BHARTI AIRTEL LTD.

  • EQ P I INDUSTRIES LTD.

  • EQ MAHINDRA & MAHINDRA LTD.

  • EQ ITC LTD.

  • EQ COROMANDEL INTERNATIONAL LTD.

  • EQ COLGATE PALMOLIVE INDIA LTD.

  • EQ ESCORTS LTD.

  • EQ BAYER CROPSCIENCE LTD.

  • EQ MAHINDRA & MAHINDRA FIN.SER.LTD.

  • EQ RALLIS INDIA LTD.

  • EQ BAJAJ AUTO LTD.

  • EQ CHAMBAL FERTILISERS & CHEMICALS LTD

  • EQ HERO MOTOCORP LTD.

  • EQ BAJAJ ELECTRICALS LTD.

  • NET CURRENT ASSETS

  • EQ STATE BANK OF INDIA

  • EQ ACC LTD

  • EQ DABUR INDIA LTD.

  • EQ CROMPTON GREAVES CONSUMER ELECTRICALS LTD.

  • EQ TATA CONSUMER PRODUCTS LTD

  • EQ ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED

  • EQ BAJAJ CONSUMER CARE LTD

  • EQ TVS MOTOR COMPANY LTD

  • EQ GENUS POWER INFRASTRUCTURE LTD.

  • EQ JYOTHY LABS LTD.

  • EQ TATA CHEMICALS LTD.

  • EQ UPL LTD.

  • EQ INDUS IND BANK LTD.

  • EQ SHRIRAM TRANSPORT FINANCE CO.LTD.

  • EQ UJJIVAN SMALL FINANCE BANK LTD

  • EQ CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD

  • EQ GREAVES COTTON LTD.

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  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Fertilizers

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Consumer Durables - Domestic Appliances

  • Automobiles-Tractors

  • Miscellaneous

  • Bank - Public

  • Cement & Construction Materials

  • Consumer Food

  • Tea/Coffee

  • Insurance

  • Bank - Private

  • Engineering - Industrial Equipments

  • Chemicals

  • Diesel Engines

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Fund Manager

  • Education:B. Com, MMS, CFA
  • Experience:12 Years
  • Basic Details:Mr. Sachin Dinesh Trivedi began his career in June 2001, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portfolio responsibility and is the Co - Fund Manager - UTI Energy Fund.
  • Funds Managed:
  • UTI-Transportation and Logistics Fund
  • Cash

  • Equity

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About UTI Long Term Advantage Fund - Series VII

Scheme Analysis

UTI Long Term Advantage Fund - Series VII is a Equity - ELSS fund and belongs to UTI Mutual Fund. It was launched on 27-Mar-2018 and currently has an AUM of ₹235.92 crore. UTI Long Term Advantage Fund - Series VII is benchmarked against S&P BSE 200 as primary index.

The NAV of UTI Long Term Advantage Fund - Series VII ended down ₹-0.03(-0.32%)yesterday to ₹8.6438.

Among its top 3 holdings the fund has exposure to EQ BHARTI AIRTEL LTD., and

The UTI Long Term Advantage Fund - Series VII is managed by Sachin Trivedi .

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com