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  • UTI Long Term Equity Fund (Growth)

Formerly UTI Long Term Equity Gr

UTI Long Term Equity Fund (Growth)

UTI Long Term Equity Fund (Growth)

EquityTax Saving

Top Ranked

134.8332

NAV (Jul 30)

14%
5 Year CAGR
Scripbox Opinion

Top Ranked

UTI Long Term Equity Fund (Growth) 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).

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

1,975 Cr. Large within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore similar funds with a Scripbox plan. Explore the plan below.
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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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

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.39 %
Launched (22y ago)
Dec 15, 1999
AUM in Crores
₹ 1,975
ISIN
INF789F01547
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
₹ 500
Lumpsum Min.
₹ 500
Fund Managers
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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%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

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Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

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About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 160,568 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
  • UTI Nifty Index Fund (G)

    UTI Nifty Index Fund (G)

    Index Funds

    Recommended

    Top Ranked

    ₹ 4,210 Cr

    Fund Size

    13.80%

    5 Year CAGR

    5 Y CAGR

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Index Funds

    Top Ranked

    ₹ 4,210 Cr

    Fund Size

    13.80%

    5 Year CAGR

    5 Y CAGR

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    Index Funds

    Top Ranked

    ₹ 4,210 Cr

    Fund Size

    13.80%

    5 Year CAGR

    5 Y CAGR

    UTI Liquid Cash Plan (G)

    UTI Liquid Cash Plan (G)

    Liquid

    Top Ranked

    ₹ 26,230 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    UTI Treasury Advantage Fund (G)

    UTI Treasury Advantage Fund (G)

    Low Duration

    Top Ranked

    ₹ 3,853 Cr

    Fund Size

    2.80%

    3 Year CAGR

    3 Y CAGR

    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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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    About UTI Long Term Equity Fund (G)

    About UTI Long Term Equity Fund (G)

    UTI Long Term Equity Fund (G) is a tax saving equity fund and has delivered an annualised return of 15.2% over a period of 22 years .The fund was previously known as UTI Long Term Equity Gr.The fund is managed by UTI Asset Management Co Ltd.The fund managers are Vetri Subramaniam, Vishal Chopda

    UTI Long Term Equity Fund (G) 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 (G) NAV,AUM,Risk

    The UTI Long Term Equity Fund (G) fund was launched on Dec 15, 1999. The NAV (Net Asset Value) of this tax saving equity as of 2021-07-30 is ₹ 134.8332. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 1974.269. The category risk of the UTI Long Term Equity Fund (G) fund is Very High Risk. The fund charges 2.39 % as expense ratio.

    UTI Long Term Equity Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 97.6% in this asset class. The top three holdings of the fund are infosys ltd,hdfc bank ltd and icici bank ltd

    UTI Long Term Equity Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 500 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 (G) 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 (G) Review

    UTI Long Term Equity Fund (G) 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 (G) 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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