UTI Long Term Equity Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

UTI Long Term Equity Growth Direct Plan

NAV
₹160.6919
+0.34%
(5 Jun)
AUM
2,883 Cr
TER
0.95%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+17.3%
+17.1%
+16.2%
+14.6%
+13.4%
+12.4%
3Y
+36.4%
+30.4%
+29.4%
+24.3%
+23.6%
+44.2%
5Y
+14.8%
NA
+14.7%
+12.0%
+12.9%
+24.0%
ALL
+17.6%
+22.9%
+15.1%
+18.0%
+13.7%
+20.5%
VOL
16.6%
15.5%
15.9%
-
15.9%
17.2%
TER
0.8%
0.8%
1.0%
-
0.9%
0.6%
AUM
₹4,333 Cr
₹1,527 Cr
₹494 Cr
-
₹2,883 Cr
₹3,533 Cr
INFO
1.06
1.48
0.95
-
0.86
1.19
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI Long Term Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
HDFC Bank Ltd
8.9%
ICICI Bank Ltd
8.2%
Infosys Ltd
5.7%
Axis Bank Ltd
4.6%
Bharti Airtel Ltd
3.6%
Maruti Suzuki India Ltd
2.6%
Bajaj Finance Ltd
2.5%
IndusInd Bank Ltd
2.2%
Godrej Consumer Products Ltd
2.2%
Net Current Assets
2.2%
Top industry exposure
Financial Services
32.4%
Consumer Cyclical
19.9%
Technology
10.0%
Consumer Defensive
9.5%
Basic Materials
6.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
24%
Lock-in period
3Y
Exit load
No exit load
Fund 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.
Fund manager(s)
Vishal Chopda

FAQs