UTI Long Term Equity Fund - Regular Plan - Growth
Medium
Risk
Equity
Elss Fund
+
13.93
%
13.93
%
3Y annualised
+
0.46
%
0.46
%
1D
1M
6M
1Y
3Y
All
Fund size
3466
NAV:
Mar 7, 2024
176.83
Sector
Tech
Type
Equity
Launched
Dec 1999
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
7.59
%
ICICI Bank Ltd
7.25
%
Infosys Ltd
5.97
%
Bharti Airtel Ltd
3.91
%
Axis Bank Ltd
3.72
%
Tata Motors Ltd
2.88
%
IndusInd Bank Ltd
2.77
%
Bajaj Finance Ltd
2.63
%
Avenue Supermarts Ltd
2.56
%
Godrej Consumer Products Ltd
2.54
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
UTI Long Term Equity Fund - Regular Plan - Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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