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

Category: Equity: ELSS
Launch Date: 01-08-2005
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.41% As on (30-09-2020)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,338.13 Cr As on (30-09-2020)
Turn over: 44%
NAV as on 30-10-2020

90.9473

-0.12 (-0.1288%)

CAGR Since Inception

9.97%

NIFTY 500 TRI 15.54%

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

Scheme Performance (%)

Data as on - 30-10-2020

Yearly Performance (%)

Fund Managers

Vishal Chopda

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.

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

riskometer

Key Performance and Risk Statistics of UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 13.5 0.75 -4.1 1.2 - -
Equity: ELSS - - - - - -

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

Period
Data as on - 30-10-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 3.09 7.4 2.03 7.02 7.68
Quant Tax Plan-Growth 01-04-2000 18.69 15.88 8.11 15.33 7.67
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 14.68 0.0 0.0 0.0 0.0
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 14.6 16.87 5.29 10.49 9.43
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 9.6 13.23 8.55 10.2 10.36
Mirae Asset Tax Saver Fund-Regular Plan-Growth 01-12-2015 6.06 11.19 6.37 0.0 0.0
Union Long Term Equity Fund - Growth Option 23-12-2011 3.38 9.67 3.68 6.05 0.0
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 2.97 11.52 2.83 7.14 10.67
Kotak Tax Saver-Scheme-Growth 01-11-2005 1.93 9.38 3.24 8.75 8.47
Principal Tax Savings Fund 31-03-1996 1.63 3.14 -1.44 7.98 9.4

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

Asset Allocation (%)