₹ 12.737
NAV (Sep 24)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 12.737
NAV (Sep 24)
Last 1Y | 54% |
Last 3Y | 12.2% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.2% |
6 Month CAGR | 16.7% |
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 1ome tax benefit. However,there can be no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 0 |
Launched (6y ago) | Mar 27, 2018 |
AUM in Crores | 196.136 |
ISIN | INF789FC16D6 |
Lock-in | 3 |
Benchmark | S&P BSE 200 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 10000 |
Standard Deviation (3yr) | 25.4 |
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 VII (Growth) | 9,89,656 | 2,57,044 | 12.2% | |
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 |
---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
UTI Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.5% | 6.9% | ||
17% | 11.9% | ||
5.8% | 7.3% | ||
5.5% | 6.8% | ||
19.5% | 15.2% |
UTI Long Term Advantage Fund Series VII (G) is a Tax Saving Equity fund and has delivered an annualised return of 7.2% over a period of 6 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 VII (G) as of 9/24/2021 is ₹12.74 with the total AUM as of 4/25/2024 is ₹196.136. 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 Mar 27, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Long Term Advantage Fund Series VII (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 ₹10000. Check your estimated returns on mutual funds by using sip calculator.
UTI Long Term Advantage Fund Series VII (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 200 India TR INR.
UTI Long Term Advantage Fund Series VII (G) is rated as a 0 fund in Equity and delivered 54% 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 VII (G).
What is UTI Long Term Advantage Fund Series VII (G)?
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 ₹0. You can invest in multiples of ₹10000.
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 Not Reviewed Yet 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.