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  • UTI Mutual Fund
  • UTI Long Term Advantage Fund Series IV (Growth)
UTI Mutual Fund

UTI Long Term Advantage Fund Series IV (Growth)

EquityTax Saving

15.7183

NAV (Sep 24)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Scripbox Recommended Tax Saving Fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.7183

NAV (Sep 24)

Fund Returns

Last 1Y
78.2%
Last 3Y
16.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
10.2%
6 Month CAGR
23.1%

Scheme Information

Investment Objective

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
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Long Term Advantage Fund Series IV (Growth)70%10,95,831 3,63,21916.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2021-09-24

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,756 cr

₹ 21,301 cr

₹ 14,147 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 219,967 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox 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) Review

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).

Frequently Asked Questions

What is UTI Long Term Advantage Fund Series IV (G)?

UTI Long Term Advantage Fund Series IV (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.