UTI-Long Term Equity Fund Tax Saving (Equity, Equity Tax Saving)

86.3
15.57%
4
Capital Appreciation
Long Term Horizon
Moderately High
2.58%
18 yrs 1 months15 Dec 1999
₹ 970.78 Cr12 Dec 2017

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Minimum Investment

  • ₹ 500.00 for Lumpsum

Exit Load

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.

Scheme Documents

TenureReturns (CAGR)
YTD
28.62
1 Month
1.03
3 Month
5.05
1 YR
28.11
2 YR
18.23
3 YR
11.31
TenureReturns (CAGR)
1 YR
22.53
2 YR
20.54
3 YR
15.35
5 YR
16.47
10 YR
13.66

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.61
ICICI Bank Ltd.5.8
Infosys Ltd.4.02
ITC Ltd.3.87
Reliance Industries Ltd.3.64
Maruti Suzuki India Ltd.3.46
Mphasis Ltd.2.9
NCC Ltd.2.64
Coromandel International Ltd.2.29
Mahindra & Mahindra Financial Services Ltd.2.26

Top Sectoral Holdings

Sector Name% Assets
Financial29.77
Energy10.07
Technology9.43
Automobile8.24
FMCG8.14
Services5.5
Chemicals4.93
Construction4.77
Healthcare4.45
Engineering4.44

Indicators

Portfolio turnover ratio48
Standard Deviation13.95%
Beta1.01%
Sharpe Ratio0.46

Vetri Subramaniam,Lalit Gopalan Nambiar

Mr. Subramaniam is a B.Com (H) and PGDBM (Finance) from IIM BangaloreMr. Nambiar is a B. Com (H), MMS and CFA.
Prior to joining UTI Asset Management Company, he was working with Invesco AMC as the Chief Investment Officer. He had also worked with Motilal Oswal Securities Ltd., Capris Investment Management, Kotak Mahindra Asset Management, SSKI Investors Services Ltd. and SSKI Securities Pvt. Ltd.Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd.
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