• 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

133.6978

NAV (Mar 22)

9.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

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 ->

Fund Size

Satisfactory

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

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

133.6978

NAV (Mar 22)

Fund Returns

Last 1Y

-3.9%

Last 3Y

23.3%

Last 5Y

9.9%

Last 10Y

12.8%

Since Inception

14%

6 Month CAGR

-8.2%

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

0

Launched (24y ago)

Dec 15, 1999

AUM in Crores

2797.026

ISIN

INF789F01547

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

22.1

Standard Deviation (5yr)

19.1

Beta (3yr)

0.96

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.549

Sharpe Ratio (5yr)

0.314

YTM

0

Fund Managers

Vishal Chopda

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Long Term Equity Fund (Growth)70%933,141 200,5299.9%
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 2023-03-22

Top Stock Holdings

hdfc bank ltd

8.7%
8.7%

icici bank ltd

7.9%
7.9%

infosys ltd

6.8%
6.8%

axis bank ltd

4.5%
4.5%

bharti airtel ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

31.6%
31.6%

consumer cyclical

20.3%
20.3%

technology

11.3%
11.3%

consumer defensive

9.3%
9.3%

basic materials

5.9%
5.9%
See all sectors

Compare UTI Long Term Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 183,446 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

    4.3%

    6.8%

    26.1%

    11.2%

    4.1%

    6.7%

    5.2%

    7.2%

    23.1%

    15.3%

    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% 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 3/22/2023 is ₹133.70 with the total AUM as of 3/23/2023 is ₹2797.026. 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 -3.9% 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 instruments 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 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 % for regular plan.