• Mutual Funds
  • UTI Mutual Fund
  • UTI Long Term Equity Fund (Growth)

Formerly UTI Long Term Equity Gr

UTI Mutual Fund

UTI Long Term Equity Fund (Growth)

EquityTax Saving

Top Ranked

145.3865

NAV (Nov 25)

11%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

Outperformance Consistency

Good

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

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

145.3865

NAV (Nov 25)

Fund Returns

Last 1Y

-2.4%

Last 3Y

17.3%

Last 5Y

11%

Last 10Y

13.8%

Since Inception

14.6%

6 Month CAGR

15.4%

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

1.91

Launched (23y ago)

Dec 15, 1999

AUM in Crores

3011.227

ISIN

INF789F01547

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

22

Standard Deviation (5yr)

19.1

Beta (3yr)

0.95

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.688

Sharpe Ratio (5yr)

0.397

YTM

0

Fund Managers

Vishal Chopda

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

icici bank ltd

8.5%
8.5%

hdfc bank ltd

7.6%
7.6%

infosys ltd

6.4%
6.4%

axis bank ltd

4.6%
4.6%

bharti airtel ltd

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

31%
31%

consumer cyclical

21.9%
21.9%

technology

10.2%
10.2%

consumer defensive

9.3%
9.3%

healthcare

5.8%
5.8%
See all sectors

Compare UTI Long Term Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    16.2%

    11.7%

    17.3%

    14.6%

    3.9%

    6.7%

    16.4%

    15.7%

    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 14.6% 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 manager’s name is Vishal Chopda.

    Nav of UTI Long Term Equity Fund (G) as of 11/25/2022 is ₹145.39 with the total AUM as of 11/26/2022 is ₹3011.227. 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 4 fund in Equity and delivered -2.4% 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)?

    UTI Long Term Equity Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 Top Ranked 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 1.91% for regular plan.