UTI LT Equity Fund (Tax Saving) (G)
Scheme Information
2019-04-26
| Asset Management Company (AMC) | UTI Asset Management Company Private Limited |
| Asset Class Type | Equity |
| Inception Date | Aug 1, 2005 |
| Benchmark | S&P BSE 200 - TRI |
| 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 nonconvertible portion of the debentures/bonds so acquired or sub-scribed shall be disinvested within a period of twelve months from their acquisition. |
| Fund Manager | Vetri Subramaniam |
| AUM (In Crores) | 1191.08 |
| Allocation |
Equity: 93.1367% Others: 6.8633% |
| Minimum Investment Amount |
First Investment:
500
|
| Expense Ratio | 2.51 |
Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.
Recommended Funds
Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Debt:
Axis Liquid Fund (G) •
SBI Magnum Low Duration Fund (G) •
ICICI Prudential Corporate Bond Fund - Regular (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Axis Liquid Fund (G) •
Tata Liquid Fund (G)