₹ 15.7183
NAV (Sep 24)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 15.7183
NAV (Sep 24)
Last 1Y | 78.2% |
Last 3Y | 16.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10.2% |
6 Month CAGR | 23.1% |
The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However,there can be no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 0 |
Launched (7y ago) | Jan 25, 2017 |
AUM in Crores | 113.892 |
ISIN | INF789FC1FC9 |
Lock-in | 3 |
Benchmark | S&P BSE 100 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 27.1 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI Long Term Advantage Fund Series IV (Growth) | 10,95,831 | 3,63,219 | 16.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 14,147 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
UTI Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.4% | 6.8% | ||
5.7% | 7.3% | ||
16% | 11.9% | ||
18.8% | 15.1% | ||
11.6% | 9.4% |
UTI Long Term Advantage Fund Series IV (G) is a Tax Saving Equity fund and has delivered an annualised return of 10.2% over a period of 7 years. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is null.
Nav of UTI Long Term Advantage Fund Series IV (G) as of 9/24/2021 is ₹15.72 with the total AUM as of 3/28/2024 is ₹113.892. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Long Term Advantage Fund Series IV (G) was launched on Jan 25, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Long Term Advantage Fund Series IV (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Long Term Advantage Fund Series IV (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR.
UTI Long Term Advantage Fund Series IV (G) is rated as a 0 fund in Equity and delivered 78.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Long Term Advantage Fund Series IV (G).
What is UTI Long Term Advantage Fund Series IV (G)?
How to invest in UTI Long Term Advantage Fund Series IV (G)?
You can invest in UTI Long Term Advantage Fund Series IV (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Long Term Advantage Fund Series IV (G)?
The minimum sip amount for UTI Long Term Advantage Fund Series IV (G) is ₹0. You can invest in multiples of ₹5000.
Is UTI Long Term Advantage Fund Series IV (G) good to invest in?
As per Scripbox experts, UTI Long Term Advantage Fund Series IV (G) is a Not Reviewed Yet fund. You can investUTI Long Term Advantage Fund Series IV (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Long Term Advantage Fund Series IV (G)?
The expense ratio of the UTI Long Term Advantage Fund Series IV (G) is % for regular plan.