Mutual Fund- 

UTI Long Term Equity Fund

By Rajendra

Apr 29, 2023

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Scheme Analysis

80C -Tax Saving Scheme

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UTI Long Term Equity Fund

Category 

ELSS

Inception

Dec 15, 1999

Benchmark

Nifty 500

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AUM  - 2,787 Cr

Fund Manager

Vishal Chopda

Equity Linked Savings Scheme which provides tax deduction up to the limits specified u/s 80C of the Income Tax Act

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Top 5 Holding

HDFC Bank

ICICI Bank

Infosys

Axis Bank

Bharti Airtel

8.77

8.12

6.76

4.64

3.47

Total :-  31.76

Fund attempts to invest in businesses having healthy return ratios, cash flows and sound management

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Financial Services

Information Technology

Automobile

Top 5 Sector

32.00

10.00

9.06

8.01

6.00

Consumer Service

FMCG

Shorter lock-in period of 3 years as compared to other traditional tax saving investment

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-4.60%

25.38%

10.05%

UTI Long Term Equity Fund

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SIP Performance

Exit Load

upto 12 month - 1%

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As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,568

41,512

82,786

Returns

-6.62%

9.50%

10.99%

Monthly SIP of 1,000

UTI Long Term Equity Fund

Ideal for investment with a time horizon of preferably, 5 years or above

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