UTI Long Term Advantage Fund - Series V Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
UTI Long Term Advantage Fund - Series V Growth Fund Overview
Min. investment
SIP ₹ & Lump. ₹500
AUM (Fund size)
₹115 Cr
Lock In Period
3 Years
Expense Ratio
1.3
Exit Load
Nil
Benchmark
BSE 100 Total Return
UTI Long Term Advantage Fund - Series V Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 6.01 | 0.32 | 7.41 |
| 6M | 23.72 | 2.61 | 24.27 |
| 1Y | 77.38 | 5.36 | 78.49 |
| 3Y | 16.23 | 14.56 | 130.26 |
Portfolio Analysis
- Equity: 95.59%
- Debt: 4.41%
- Others
As on: 2021-08-31
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About Fund UTI Long Term Advantage Fund - Series V Growth
UTI Long Term Advantage Fund - Series V Growth managed by UTI Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹115 Crore. The fund benchmarks its performance against the BSE 100 Total Return while maintaining an expense ratio of 1.3. Under the expert guidance of Vishal Chopda ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Vishal Chopda
.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Long Term Advantage Fund - Series IV Growth | 0 | 113 CR | 1.43 |
| UTI Long Term Advantage Fund - Series V Growth | 0 | 115 CR | 1.3 |
| ICICI Prudential R.I.G.H.T. Fund Growth | 0 | 41 CR | 1.41 |
| SBI Tax Advantage Fund - Series II Growth | 0 | 42 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Long Term Advantage Fund - Series IV Growth | 78.2464 | 56.5272 |
| This FundUTI Long Term Advantage Fund - Series V Growth | 77.3843 | 57.0173 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 10.6102 | 111.0608 |
| This FundSBI Tax Advantage Fund - Series II Growth | 33.5864 | 130.2485 |
UTI Long Term Advantage Fund - Series V Growth FAQs
UTI Long Term Advantage Fund - Series V Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of UTI Long Term Advantage Fund - Series V Growth is 1.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Long Term Advantage Fund - Series V Growth’s fund performance is as follows:
- 1 Month : 6.01%
- 6 Months : 23.72%
- 1 Year : 77.38%
- 3 Years : 16.23%
You can invest in UTI Long Term Advantage Fund - Series V Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of UTI Long Term Advantage Fund - Series V Growth is ₹115 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Long Term Advantage Fund - Series V Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
