• Mutual Funds
  • UTI Mutual Fund
  • UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly UTI Long Term Equity Reg DP

UTI Mutual Fund

UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A)

EquityTax Saving

Top Ranked

30.6581

NAV (Dec 02)

16.8%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

22 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

3,047 Cr. Large within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

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Historical NAV

30.6581

NAV (Dec 2)

Fund Returns

Last 1Y

40.4%

Last 3Y

20.7%

Last 5Y

16.8%

Last 10Y

14.8%

Since Inception

15.1%

6 Month CAGR

17.8%

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Scheme Information

Investment Objective

The funds collected under the scheme shall be invested in equities,fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that,as far as possible,the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Moderately High risk

Expense Ratio

2.26

Launched (22y ago)

Nov 15, 1999

AUM in Crores

3046.110

ISIN

INF789F01521

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers
user-avatar

Vetri Subramaniam

Fund Manager

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Vishal Chopda

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 185,381 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.

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  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.9%

    11.9%

    17.9%

    11.9%

    17.9%

    11.9%

    4.8%

    7%

    4%

    7.4%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

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    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    3. 7200+Customers are millionaires
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    About UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 15.1% over a period of 22 years. The fund was previously known as UTI Long Term Equity Reg DP . The fund is managed by UTI Asset Management Co Ltd. The fund managers are Vetri Subramaniam, Vishal Chopda

    UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment Objective

    The funds collected under the scheme shall be invested in equities,fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that,as far as possible,the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition. . However, there is no assurance that the objective of the scheme will be realized.

    UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Nov 15, 1999. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-12-02 is ₹30.66. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹3046.11. The category risk of the UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Moderately High risk. The fund charges 2.26 % as expense ratio.

    UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.4% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , bharti airtel ltd , axis bank ltd , net current assets , state bank of india , larsen & toubro infotech ltd , aditya birla fashion and retail ltd , bajaj finance ltd , itc ltd , crompton greaves consumer electricals ltd , tech mahindra ltd , carborundum universal ltd , cholamandalam investment and finance co ltd , eicher motors ltd , maruti suzuki india ltd , gujarat gas ltd , jubilant foodworks ltd , phoenix mills ltd , avenue supermarts ltd , abb india ltd , dr reddy's laboratories ltd , ramco cements ltd , torrent power ltd , divi's laboratories ltd , ajanta pharma ltd , l&t technology services ltd , tube investments of india ltd ordinary shares , knr constructions ltd , barbeque-nation hospitality ltd , firstsource solutions ltd , bharat forge ltd , lupin ltd , shree cement ltd , sheela foam ltd , whirlpool of india ltd , can fin homes ltd , cesc ltd , mtar technologies ltd , escorts ltd , torrent pharmaceuticals ltd , nestle india ltd , tata steel ltd , godrej consumer products ltd , schaeffler india ltd , united breweries ltd , hindustan petroleum corp ltd , multi commodity exchange of india ltd , icici lombard general insurance co ltd , marico ltd , hindalco industries ltd , kec international ltd , icici prudential life insurance company limited , endurance technologies ltd , heritage foods ltd , oberoi realty ltd , coromandel international ltd , jamna auto industries ltd , city union bank ltd , cera sanitaryware ltd , isgec heavy engineering ltd , zomato ltd , supreme industries ltd , praj industries ltd , gland pharma ltd , atul ltd , fsn e-commerce ventures ltd , eq-rgtren bharti airtel ltd.

    UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹500 and you can increase this in multiples of ₹ 500. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.

    UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund 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 IISL Nifty 500 TR INR

    UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) Review

    UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 4 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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