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  • UTI Mutual Fund
  • UTI ELSS Tax Saver Fund (Growth)

Formerly UTI Long Term Equity Reg Gr

UTI Mutual Fund

UTI ELSS Tax Saver Fund (Growth)

EquityTax Saving

205.5383

NAV (Jul 19)

18.5%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

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

205.5383

NAV (Jul 19)

Fund Returns

Last 1Y
32.6%
Last 3Y
15.7%
Last 5Y
19.7%
Last 10Y
13.9%
Since Inception
15.2%
6 Month CAGR
16.5%

Scheme Information

Investment Objective

The primary objective of the scheme is to invest predominantly in equity and equity related securities of companies across the market capitalization spectrum. securities shall also include fully/partly convertible debentures/bonds.

Expense Ratio
1.88
Launched (25y ago)
Dec 15, 1999
AUM in Crores
3625.696
ISIN
INF789F01547
Lock-in
3
Benchmark
Nifty 500 TR INR
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
13.1
Standard Deviation (5yr)
18.7
Beta (3yr)
0.93
Beta (5yr)
0.95
Sharpe Ratio (3yr)
0.787
Sharpe Ratio (5yr)
0.733
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI ELSS Tax Saver Fund (Growth)70%11,68,347 4,35,73518.5%
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 2024-07-19

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)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 230,536 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,580 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.8%

6.9%

6.1%

7.3%

5.7%

6.8%

16.5%

12.2%

19.2%

15.5%

UTI ELSS Tax Saver Fund (G) Review

UTI ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.2% over a period of 24 years. The fund was previously known as UTI Long Term Equity Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is null.

Nav of UTI ELSS Tax Saver Fund (G) as of 7/19/2024 is ₹205.54 with the total AUM as of 7/22/2024 is ₹3625.696. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI ELSS Tax Saver Fund (G) was launched on Dec 15, 1999. The category risk of the fund is Very High Risk.

The minimum SIP amount for UTI ELSS Tax Saver Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

UTI ELSS Tax Saver Fund (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 Nifty 500 TR INR.

UTI ELSS Tax Saver Fund (G) is rated as a 2 fund in Equity and delivered 34.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI ELSS Tax Saver Fund (G).

Frequently Asked Questions

What is UTI ELSS Tax Saver Fund (G)?

UTI ELSS Tax Saver Fund (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 ELSS Tax Saver Fund (G)?

You can invest in UTI ELSS Tax Saver Fund (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 ELSS Tax Saver Fund (G)?

The minimum sip amount for UTI ELSS Tax Saver Fund (G) is ₹500. You can invest in multiples of ₹500.

Is UTI ELSS Tax Saver Fund (G) good to invest in?

As per Scripbox experts, UTI ELSS Tax Saver Fund (G) is a Neutral fund. You can investUTI ELSS Tax Saver Fund (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 ELSS Tax Saver Fund (G)?

The expense ratio of the UTI ELSS Tax Saver Fund (G) is 1.88% for regular plan.