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

Formerly UTI Long Term Equity Reg DR

UTI Mutual Fund

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

EquityTax Saving

Top Ranked

31.2572

NAV (Oct 26)

15.8%
5 Year CAGR
Scripbox Opinion

Top Ranked

UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a good choice within tax saving mutual funds.

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

3,042 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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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.

  • 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

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Historical NAV

31.2572

NAV (Oct 26)

Fund Returns

Last 1Y
63%
Last 3Y
24%
Last 5Y
15.8%
Last 10Y
14.6%
Since Inception
15.3%
6 Month CAGR
28.3%
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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

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Very High Risk

Expense Ratio
2.26
Launched (22y ago)
Nov 15, 1999
AUM in Crores
3041.017
ISIN
INF789F01539
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
500
Fund Managers
user-avatar

Vetri Subramaniam

Fund Manager

user-avatar

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)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 186,049 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 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
    recommended-badge

    23.1%

    12.2%

    top-ranked-badge

    23.1%

    12.2%

    top-ranked-badge

    23.1%

    12.2%

    top-ranked-badge

    4.2%

    7.4%

    top-ranked-badge

    4.9%

    7%

    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

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    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
    We thrive on trust.

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    Investing has helped me dream bigger for my life
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    About UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

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

    UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 15.3% over a period of 21 years. The fund was previously known as UTI Long Term Equity Reg DR . 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 (RIDCW-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 (RIDCW-A) NAV,AUM,Risk

    The UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Nov 15, 1999. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-10-26 is ₹31.26. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹3041.017. The category risk of the UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.26 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 98.3% in this asset class. The top three holdings of the fund are , hdfc bank ltd , infosys ltd , icici bank ltd , bharti airtel ltd , axis bank ltd , bajaj finance ltd , itc ltd , larsen & toubro infotech ltd , state bank of india , aditya birla fashion and retail ltd , crompton greaves consumer electricals ltd , tech mahindra ltd , carborundum universal ltd , net current assets , eicher motors ltd , cholamandalam investment and finance co ltd , maruti suzuki india ltd , jubilant foodworks ltd , gujarat gas ltd , avenue supermarts ltd , phoenix mills ltd , torrent power ltd , knr constructions ltd , schaeffler india ltd , ajanta pharma ltd , dr reddy's laboratories ltd , cesc ltd , ramco cements ltd , firstsource solutions ltd , shree cement ltd , divi's laboratories ltd , torrent pharmaceuticals ltd , tube investments of india ltd ordinary shares , housing development finance corp ltd , whirlpool of india ltd , l&t technology services ltd , nestle india ltd , sheela foam ltd , bharat forge ltd , barbeque-nation hospitality ltd , icici prudential life insurance company limited , cera sanitaryware ltd , hindalco industries ltd , tata steel ltd , godrej consumer products ltd , escorts ltd , oberoi realty ltd , lupin ltd , vardhman textiles ltd , coromandel international ltd , united breweries ltd , hindustan petroleum corp ltd , marico ltd , kec international ltd , mtar technologies ltd , icici lombard general insurance co ltd , multi commodity exchange of india ltd , abb india ltd , zomato ltd , praj industries ltd , endurance technologies ltd , can fin homes ltd , heritage foods ltd , jamna auto industries ltd , isgec heavy engineering ltd , indraprastha gas ltd , gland pharma ltd , city union bank ltd , atul ltd , supreme industries ltd , eq-pp bharti airtel ltd.

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

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 ₹ 500.

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

    UTI Long Term Equity Fund Inc Dist cum Cap Wdrl (RIDCW-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 (RIDCW-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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