e.g. Tata motors, Reliance MF, 500570

UTI Long Term Advantage Fund - Series VI - Growth

Equity Tax Planning Very High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹245.9 Crores

1Y Returns

No Data Available%

 
Earn 1% Higher Returns in Direct Funds on dhan Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

AMC

UTI Asset Management Co. Ltd.

Fund Details

Launch Date

October 5, 2017

Fund Manager

Mr. Sachin Trivedi

Initial Price

10

AUM Fund

245.9 Cr

Min investment

Rs 500

Expense Ratio

1.44%

Exit Load

Nil

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
20.35% 20.68% ₹455.06
17.15% 55.58% ₹49.5
17.15% 55.58% ₹49.5
16.79% 54.07% ₹49.5
16.79% 54.07% ₹49.5

Holdings

ITC LTD. 6.42%
NET CURRENT ASSETS 6.26%
INFOSYS LTD. 2.14%
HDFC LTD. 1.47%
CESC LTD 0.88%
ESCORTS LTD. 0.77%
MARICO LTD. 0.76%
LUPIN LTD. 0.75%
ZOMATO LTD 0.71%
ATUL LTD. 0.47%

Sector Allocation

Banks 26.38%
Telecommunications 7.28%
Tobacco 6.42%
Finance 7.36%
Electric Equipment 3.23%
Information Technology 3.06%
Auto 2.48%
Engineering 3.18%
Retail 2.81%
Chemicals 1.61%
Textiles 2.30%
Infrastructure 1.34%
Food Processing 2.92%
Power 2.59%
Cement 2.02%
Pharmaceuticals and health care 5.25%
Consumer Durables 0.97%
Personal Care 1.67%
Petrochemicals 0.87%
Petroleum 1.40%
Construction 1.35%
Fertilisers 0.73%
Beverages - Alcoholic 0.73%
Service 1.37%
Auto Ancillaries 1.31%
Sugar 0.66%
Electronics 0.60%
Plastics 0.47%
Paints and Pigments 0.47%
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai Maharashtra India 400051
Phone
+91 22 66786666
Fax
+91 22 66786503, 66786578
Launch Date
October 5, 2017
Custodian
Axis Bank Ltd., Deutsche Bank AG, Stock Holding Corporation of India Limited.
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of UTI Long Term Advantage Fund - Series VI - Growth?

A: The latest NAV of UTI Long Term Advantage Fund - Series VI - Growth is ₹ .

Q: What type of mutual fund is UTI Long Term Advantage Fund - Series VI - Growth?

A: UTI Long Term Advantage Fund - Series VI - Growth is a 'Equity - Tax Planning' type mutual fund managed by 'UTI Asset Management Co. Ltd.'.

Q: What is the expense ratio of UTI Long Term Advantage Fund - Series VI - Growth?

A: The expense ratio of UTI Long Term Advantage Fund - Series VI - Growth is 1.44%, which impacts overall returns.

Q: Who manages UTI Long Term Advantage Fund - Series VI - Growth?

A: UTI Long Term Advantage Fund - Series VI - Growth is managed by Mr. Sachin Trivedi, who oversees investment strategy and portfolio decisions.

Q: Is UTI Long Term Advantage Fund - Series VI - Growth a good investment?

A: UTI Long Term Advantage Fund - Series VI - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of UTI Long Term Advantage Fund - Series VI - Growth?

A: The exit load of UTI Long Term Advantage Fund - Series VI - Growth is Nil, applicable if redeemed within the specified period.

Q: How is UTI Long Term Advantage Fund - Series VI - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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