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UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option

NAV
₹ 127.5644 ₹ -0.99 (-0.78 %)
as on 24-05-2022
Asset Size (AUM)
2,844.17 Cr
Launch Date
Aug 01, 2005
Investment Objective
An open-ended equity fund investing a minimum of 80% in equity related instruments. It Aims at enabling members to avail tax rebate under Section 80C of the IT Act and provide them with the benefits of growth.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Aug 01, 2005

11.22

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.75 %
Expense Ratio
2.25%
Volatility
13.5 %
Fund House
UTI Mutual Fund
Fund Manager
Vishal Chopda
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give sustainable returns in the medium to long run. Investment in this fund can be made for a horizon of at least 4 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 24-05-2022

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 4.07 33.16 13.48 10.72 13.73
HDFC Taxsaver - Growth Plan 05-03-1996 14.79 36.78 9.75 8.18 13.11
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 14.41 61.35 30.76 21.43 20.05
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 14.4 39.63 0.0 0.0 0.0
Union Long Term Equity Fund - Growth Option 23-12-2011 10.1 35.86 15.57 12.04 13.54
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 8.96 48.54 16.15 13.56 17.77
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 02-01-2013 8.79 36.9 12.42 10.75 16.29
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 8.73 38.45 14.45 12.02 0.0
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 8.36 39.92 7.75 5.01 13.32
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 8.28 35.55 9.4 8.05 13.38
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings