- Mutual Funds
- UTI Mutual Fund
- UTI Long Term Equity Fund (Growth)
Formerly UTI Long Term Equity Gr
UTI Long Term Equity Fund (Growth)
₹ 159.3851
NAV (Sep 29)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 159.3851
NAV (Sep 29)
Fund Returns
Last 1Y | 14.2% |
Last 3Y | 22% |
Last 5Y | 14% |
Last 10Y | 14.6% |
Since Inception | 14.5% |
6 Month CAGR | 20.5% |
Scheme Information
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 | 1.9 |
Launched (24y ago) | Dec 15, 1999 |
AUM in Crores | 3141.201 |
ISIN | INF789F01547 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 14.2 |
Standard Deviation (5yr) | 18.2 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Long Term Equity Fund (Growth) | 10,36,962 | 3,04,350 | 14% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
8.1%icici bank ltd
7.8%infosys ltd
6%axis bank ltd
4.3%bharti airtel ltd
3.4%Allocation by Sector
financial services
31.5%consumer cyclical
18.4%technology
10.1%consumer defensive
9.8%industrials
6.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.8% | ||
21.6% | 11.6% | ||
5.1% | 7.2% | ||
23.2% | 14.9% | ||
13.6% | 8.7% |
UTI Long Term Equity Fund (G) Review
UTI Long Term Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 14.5% over a period of 23 years. The fund was previously known as UTI Long Term Equity Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Vishal Chopda.
Nav of UTI Long Term Equity Fund (G) as of 9/29/2023 is ₹159.39 with the total AUM as of 10/3/2023 is ₹3141.201. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Long Term Equity Fund (G) was launched on Dec 15, 1999. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Long Term Equity 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 Long Term Equity 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 IISL Nifty 500 TR INR.
UTI Long Term Equity Fund (G) is rated as a 3 fund in Equity and delivered 14.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Long Term Equity Fund (G).
Frequently Asked Questions
What is UTI Long Term Equity Fund (G)?
How to invest in UTI Long Term Equity Fund (G)?
You can invest in UTI Long Term Equity 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 Long Term Equity Fund (G)?
The minimum sip amount for UTI Long Term Equity Fund (G) is ₹500. You can invest in multiples of ₹500.
Is UTI Long Term Equity Fund (G) good to invest in?
As per Scripbox experts, UTI Long Term Equity Fund (G) is a Neutral fund. You can investUTI Long Term Equity 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 Long Term Equity Fund (G)?
The expense ratio of the UTI Long Term Equity Fund (G) is 1.9% for regular plan.