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).
The performance of the fund on a Fund Size metric has been Good
The performance of the fund on a Outperformance Consistency metric has been Satisfactory
NAV (Sep 29)
6 Month CAGR
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.
Launched (24y ago)
Dec 15, 1999
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|UTI Long Term Equity Fund (Growth)||10,36,962||3,04,350||14%|
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.
hdfc bank ltd8.1%
icici bank ltd7.8%
axis bank ltd4.3%
bharti airtel ltd3.4%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,197 cr
₹ 11,862 cr
₹ 17,630 cr
₹ 10,089 cr
₹ 9,392 cr
UTI Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
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).
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.