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

UTI Long Term Advantage Fund Series V (Growth)

EquityTax Saving

14.7433

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

14.7433

NAV (Sep 24)

Fund Returns

Last 1Y
77.4%
Last 3Y
16.2%
Last 5Y
NA
Last 10Y
NA
Since Inception
9%
6 Month CAGR
23.7%

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)
Mar 29, 2017
AUM in Crores
115.080
ISIN
INF789FC1HR3
Lock-in
3
Benchmark
S&P BSE 100 India TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
25.9
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 V (Growth)70%10,98,738 3,66,12616.2%
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
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 208,166 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

5.5%

6.9%

17%

11.9%

5.5%

6.8%

5.8%

7.3%

19.5%

15.2%

UTI Long Term Advantage Fund Series V (G) Review

UTI Long Term Advantage Fund Series V (G) is a Tax Saving Equity fund and has delivered an annualised return of 9% 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 V (G) as of 9/24/2021 is ₹14.74 with the total AUM as of 4/26/2024 is ₹115.08. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Long Term Advantage Fund Series V (G) was launched on Mar 29, 2017. The category risk of the fund is Very High Risk.

The minimum SIP amount for UTI Long Term Advantage Fund Series V (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 V (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 V (G) is rated as a 0 fund in Equity and delivered 77.4% 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 V (G).

Frequently Asked Questions

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

UTI Long Term Advantage Fund Series V (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 V (G)?

You can invest in UTI Long Term Advantage Fund Series V (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 V (G)?

The minimum sip amount for UTI Long Term Advantage Fund Series V (G) is ₹0. You can invest in multiples of ₹5000.

Is UTI Long Term Advantage Fund Series V (G) good to invest in?

As per Scripbox experts, UTI Long Term Advantage Fund Series V (G) is a Not Reviewed Yet fund. You can investUTI Long Term Advantage Fund Series V (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 V (G)?

The expense ratio of the UTI Long Term Advantage Fund Series V (G) is % for regular plan.