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UTI Long Term Equity Fund - Direct Plan

The primary objective of the scheme is to invest predominantly in equity and equity related securities of companies across the market capitalization spectrum. securities shall also include fully/partly convertible debentures/bonds.

Suitability

This product is suitable for investors who are seeking

• Long term capital growth

• Investment in equity instruments of companies that are believed to have growth potentialModerately High Level

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	1%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 2,913
AMC AUM (in Crs.)	₹ 1,59,694
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	36.74%
Axis Long Term Equity Fund - Direct Plan	500	500	20.89%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	32.57%
HSBC ELSS Fund - Direct Plan	500	500	29.67%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	21.26%
Tata India Tax Savings Fund - Direct Plan	500	500	32.66%
Axis Long Term Equity Fund - Direct Plan	500	500	20.89%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	43.04%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	8
HDFC Bank Ltd	Equity	8
Infosys Ltd	Equity	6
Axis Bank Ltd	Equity	5
Bharti Airtel Ltd	Equity	4
State Bank of India	Equity	3
Bajaj Finance Ltd	Equity	3
Maruti Suzuki India Ltd	Equity	2
Godrej Consumer Products Ltd	Equity	2
Phoenix Mills Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	99
Cash	1
Cash - Repurchase Agreement	0
Bond - Gov't Treasury	0

Sector Allocation(%)

Sector	Percent
Financial Services	33
Consumer Cyclical	21
Technology	10
Consumer Defensive	9
Basic Materials	6

Fund Manager

Vishal Chopda

3+ years of experience

UTI Mutual Fund

AUM₹1,59,694 Cr

About

UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.##UTI AMC, India most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

pms_care@uti.co.in

Phone

1800 26 61230

Address

PMS Division, UTI - Tower, Gn Block, Bandra Kurla Complex, Mumbai- 400051, Mumbai - 400051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m