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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹246 Cr

Lock In Period

3 Years

Expense Ratio

1.44

Benchmark

BSE 200 Total Return

Exit Load

Nil

Summary

Latest details for UTI Long Term Advantage Fund - Series VI Growth include a ₹12.2198 NAV as of Sep 24,2021 and returns since inception of 37.58%. Minimum investments start at SIP ₹0. The UTI Long Term Advantage Fund - Series VI Growth AUM is ₹246 Cr, with a lock-in of 3 Years years, expense ratio of 1.44%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 7.37% returns, against a category average of 1.45% and a category best of 12.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.371.4512.18
6M16.941.6924.27
1Y55.146.2878.49
3Y11.2216.05130.26

Portfolio Analysis

  • Equity: 93.74%
  • Debt: 6.26%
  • Others
As on: 2021-08-31
View allocation % by

1. HDFC BANK LTD.7.67%
2. STATE BANK OF INDIA7.43%
3. ICICI BANK LTD7.08%
4. AXIS BANK LTD.3.64%
5. CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD3.24%
6. ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED1.91%
7. HDFC LTD.1.47%
8. CITY UNION BANK LTD0.56%

1. CROMPTON GREAVES CONSUMER ELECTRICALS LTD.3.23%
2. CARBORANDUM UNIVERSAL LTD.1.66%
3. SCHAEFFLER INDIA LTD0.98%
4. ISGEC HEAVY ENGINEERING LTD0.66%
5. GENUS POWER INFRASTRUCTURE LTD.0.60%
6. MTAR TECHNOLOGIES LTD0.54%

1. BHARTI AIRTEL LTD.7.28%

1. ITC LTD.6.42%

1. DR REDDY'S LABORATORIES LTD.1.04%
2. AJANTA PHARMA LIMITED1.03%
3. TORRENT PHARMACEUTICALS LTD.0.94%
4. LUPIN LTD.0.75%
5. GLAND PHARMA LTD0.60%

1. EICHER MOTORS LTD1.71%
2. ESCORTS LTD.0.77%
3. ENDURANCE TECHNOLOGIES LTD.0.68%
4. JAMNA AUTO INDUSTRIES LTD.0.63%

1. PHOENIX MILLS LTD1.34%
2. KNR CONSTRUCTIONS LTD1.34%
3. OBEROI REALTY LIMITED0.59%

1. JUBILANT FOOD WORKS LTD1.28%
2. NESTLE INDIA LTD.0.92%
3. HERITAGE FOODS LTD.0.72%

1. ADITYA BIRLA FASHION & RETAIL LTD.1.63%
2. AVENUE SUPERMARTS LTD.1.18%

1. TORRENT POWER LTD.1.08%
2. CESC LTD0.88%
3. KEC INTERNATIONAL LTD.0.63%

1. GODREJ CONSUMER PRODUCTS LTD0.91%
2. MARICO LTD.0.76%
3. UNITED BREWERIES LTD.0.73%

1. INFOSYS LTD.2.14%

1. RAMCO CEMENTS LTD.1.07%
2. SHREE CEMENT LTD.0.95%

1. SHEELA FOAM LTD.0.87%
2. HINDUSTAN PETROLEUM CORPORATION LTD.0.79%

1. RALLIS INDIA LTD.1.61%

About Fund

UTI Long Term Advantage Fund - Series VI Growth managed by UTI Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹246 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.44. Under the expert guidance of Sachin Trivedi ,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

Sachin Trivedi

Mr. Sachin Trivedi is a CFA. He began his career in June 2001, with UTI AMC. He has six years experience in research and portfolio management. In addition to his current responsibilities he also holds portfolio responsibility and is the Co - Fund Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSamco ELSS Tax Saver Fund Growth096.55 CR2.37
This FundNavi ELSS Tax Saver Nifty 50 Index Fund Growth0101.04 CR1
This FundUTI Long Term Advantage Fund - Series VI Growth0245.9 CR1.44
This FundICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
This FundSBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundSamco ELSS Tax Saver Fund Growth2.116919.2878
This FundNavi ELSS Tax Saver Nifty 50 Index Fund Growth3.339435.2454
This FundUTI Long Term Advantage Fund - Series VI Growth55.138637.5763
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

FAQs

UTI Long Term Advantage Fund - Series VI 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 VI Growth is 1.44. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Long Term Advantage Fund - Series VI Growth’s fund performance is as follows:
  • 1 Month : 7.37%
  • 6 Months : 16.94%
  • 1 Year : 55.14%
  • 3 Years : 11.22%
Returns of UTI Long Term Advantage Fund - Series VI Growth are updated daily based on NAV of ₹ 12.2198 as on Sep 24,2021. Since inception, the return has been 37.58%.

You can invest in UTI Long Term Advantage Fund - Series VI 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 VI Growth is ₹246 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Long Term Advantage Fund - Series VI Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500