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  • UTI Long Term Advantage Fund - Series VII (G)
UTI Mutual Fund

UTI Long Term Advantage Fund - Series VII (G)

HybridEquity Savings

12.737

NAV (Sep 24)

NA
Scripbox Opinion
Not Reviewed yet
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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

12.737

NAV (Sep 24)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the scheme is to provide medium to long term capital appreciation along with income tax benefit.

Expense Ratio
-
Launched (0y ago)
-
AUM in Crores
-
ISIN
INF789FC16D6
Lock-in
1095
Benchmark
BSE 200 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers
Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Long Term Advantage Fund - Series VII (G)70%NaN NaNNaN%
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 2023-12-21

Top Stock Holdings

See all holdings

Allocation by Sector

Financial

31.4%
31.4%

Consumer Staples

9.98%
9.98%

Services

7.74%
7.74%

Communication

7.08%
7.08%

Construction

5.98%
5.98%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 48,201 cr

₹ 3,347 cr

₹ 5,088 cr

₹ 12,399 cr

₹ 24,644 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.372%

7.262%

5.923%

6.787%

6.092%

6.858%

17.736%

15.361%

22.669%

14.249%

UTI Long Term Advantage Fund - Series VII (G) Review

UTI Long Term Advantage Fund - Series VII (G) is a Hybrid Hybrid fund and has delivered an annualised return of null% over a period of 6 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is .

Nav of UTI Long Term Advantage Fund - Series VII (G) as of 9/24/2021 is ₹12.74 with the total AUM as of 10/4/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Long Term Advantage Fund - Series VII (G) was launched on 2018-03-27. The category risk of the fund is null.

The minimum SIP amount for UTI Long Term Advantage Fund - Series VII (G) is ₹1000 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.

Frequently Asked Questions

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

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

How to invest in UTI Long Term Advantage Fund - Series VII (G)?

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

The minimum sip amount for UTI Long Term Advantage Fund - Series VII (G) is ₹1000. You can invest in multiples of ₹5000.

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

As per Scripbox experts, UTI Long Term Advantage Fund - Series VII (G) is a fund. You can investUTI Long Term Advantage Fund - Series VII (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 VII (G)?

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