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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹196 Cr

Lock In Period

3 Years

Expense Ratio

1.39

Benchmark

BSE 200 Total Return

Exit Load

Nil

Summary

Latest details for UTI Long Term Advantage Fund - Series VII Growth include a ₹12.737 NAV as of Sep 24,2021 and returns since inception of 41.07%. Minimum investments start at SIP ₹0. The UTI Long Term Advantage Fund - Series VII Growth AUM is ₹196 Cr, with a lock-in of 3 Years years, expense ratio of 1.39%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 7.10% returns, against a category average of 2.11% and a category best of 18.40%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.102.1118.40
6M16.741.2524.27
1Y53.954.6978.49
3Y12.1515.42130.26

Portfolio Analysis

  • Equity: 92.72%
  • Debt: 7.28%
  • Others
As on: 2021-08-31
View allocation % by

1. HDFC BANK LTD.10.00%
2. ICICI BANK LTD7.07%
3. STATE BANK OF INDIA6.49%
4. AXIS BANK LTD.3.63%
5. CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD2.22%
6. ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED1.90%
7. HDFC LTD.1.45%
8. CITY UNION BANK LTD0.54%

1. CROMPTON GREAVES CONSUMER ELECTRICALS LTD.3.23%
2. CARBORANDUM UNIVERSAL LTD.1.66%
3. SCHAEFFLER INDIA LTD0.98%
4. ISGEC HEAVY ENGINEERING LTD0.65%
5. MTAR TECHNOLOGIES LTD0.52%
6. GENUS POWER INFRASTRUCTURE LTD.0.36%

1. BHARTI AIRTEL LTD.7.08%

1. ITC LTD.5.97%

1. AJANTA PHARMA LIMITED1.03%
2. DR REDDY'S LABORATORIES LTD.1.01%
3. TORRENT PHARMACEUTICALS LTD.0.94%
4. LUPIN LTD.0.73%
5. GLAND PHARMA LTD0.60%

1. EICHER MOTORS LTD1.68%
2. ESCORTS LTD.0.77%
3. ENDURANCE TECHNOLOGIES LTD.0.68%
4. JAMNA AUTO INDUSTRIES LTD.0.63%

1. KNR CONSTRUCTIONS LTD1.34%
2. PHOENIX MILLS LTD1.30%
3. OBEROI REALTY LIMITED0.59%

1. JUBILANT FOOD WORKS LTD1.28%
2. NESTLE INDIA LTD.0.92%
3. HERITAGE FOODS LTD.0.69%

1. ADITYA BIRLA FASHION & RETAIL LTD.1.62%
2. AVENUE SUPERMARTS LTD.1.18%

1. TORRENT POWER LTD.1.08%
2. CESC LTD0.85%
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.2.13%

1. RAMCO CEMENTS LTD.1.04%
2. SHREE CEMENT LTD.0.95%

1. SHEELA FOAM LTD.0.87%
2. HINDUSTAN PETROLEUM CORPORATION LTD.0.77%

1. RALLIS INDIA LTD.1.55%

About Fund

UTI Long Term Advantage Fund - Series VII Growth managed by UTI Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹196 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.39. 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 Fund360 ONE ELSS Tax Saver Nifty 50 Index Fund Growth065.45 CR0.52
This FundUTI Long Term Advantage Fund - Series VII Growth0196.14 CR1.39
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 Fund360 ONE ELSS Tax Saver Nifty 50 Index Fund Growth0.086439.6654
This FundUTI Long Term Advantage Fund - Series VII Growth53.954941.0739
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 VII 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 VII Growth is 1.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Long Term Advantage Fund - Series VII Growth’s fund performance is as follows:
  • 1 Month : 7.10%
  • 6 Months : 16.74%
  • 1 Year : 53.95%
  • 3 Years : 12.15%
Returns of UTI Long Term Advantage Fund - Series VII Growth are updated daily based on NAV of ₹ 12.737 as on Sep 24,2021. Since inception, the return has been 41.07%.

You can invest in UTI Long Term Advantage Fund - Series VII 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 VII Growth is ₹196 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Long Term Advantage Fund - Series VII 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