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Asset Size:1134Cr
Expense Ratio:2.2%
Fund Manager(s):Lalit Nambiar,Vetri Subramaniam,
5year Returns:7.55%

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UTI Long Term Equity Fund - Regular Plan - Growth

UTI       

Tax Savings
ELSS (Tax Savings)

Nav : 81.1756 ( 0.39%) August 16th, 2019

People currently viewing this : 1

Rank (of 245)

15

Annualized Returns(5 yrs)

7.55%

Investment Horizon

>3 Yr

Doubled Money

9yrs 7m

Returns since December 15th, 1999

13.82%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

36L

Projected Maturity Amount

93.2L

UTI     

Tax Savings
ELSS (Tax Savings)

Nav : 81.1756 ( 0.39%) August 16th, 2019

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

36L

Projected Maturity Amount

93.2L

Rank (of 245)

15

Annualized Returns(5 yrs)

7.55%

Investment Horizon

>3 Yr

Doubled Money

9yrs 7m

Returns since December 15th, 1999

13.82%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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 non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition.

Basic Details
Fund House
UTI
Launch Date
December 15th, 1999
Expense Ratio
2.2%
Fund Category Risk
High
Std Dev (1Yr)
14.472
Std Dev (3Yr)
13.075
Std Dev (5Yr)
13.818
Asset Size
1134Cr
Investment Details
Investment Plan
Growth
Return since Launch
13.82 %
Exit Load
No Exit Load
Contact Details
Phone No.
+91 22 66786666