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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).
23 Years. The fund has an Extended history for analysis and the track record is excellent.
2,736 Cr. Large within the category
Superior. The category has a superior investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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.?
NAV (Jun 24)
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 (23y ago)
Dec 15, 1999
AUM in Crores
IISL Nifty 500 TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
icici bank ltd7.8%
hdfc bank ltd7.6%
bharti airtel ltd3.9%
axis bank ltd3.8%
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 4,202 cr
₹ 13,023 cr
₹ 13,023 cr
₹ 4,202 cr
₹ 4,202 cr
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 181,279 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.
|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 14.2% 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 manager’s name is Vishal Chopda.
Nav of UTI Long Term Equity Fund (G) as of 6/24/2022 is ₹125.46 with the total AUM as of 6/27/2022 is ₹2735.342. 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% 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 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 2.11% for regular plan.