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

UTI - Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Option of UTI Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.65

Age

NA Years

Fund Manager

Lalit Nambiar

AuM (Rs Crores)

1015.2098

Asset Class

ELSS

Net Asset Value:

86.3518

Rating

3

Benchmark

S&P BSE 200 TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

53.29%

Fund Manager Details:

Lalit Nambiar B.Com.,MMS and CFA., B.Com., MMS, CFA Prior to joining UTI AMC (Since Aug -28),he was with SBI Capital Markets Ltd.as AVP in Research Dept., as Research Analyst with UTI Sec Ltd. and with IIT Investrust Ltd. as Sr.Manager in Research Dept.

Objective:

An open-ended fund investing a minimum of 8% in equity and equity related instruments. It aims at enabling members to avail tax rebate under Section 88 of the IT Act and provide them with the benefits of growth.

Top Holdings:

  • Banks (23.51)
  • IT - Software (13.58)
  • Finance (6.5)
  • Pharmaceuticals (5.98)
  • Automobile (5.74)
  • Tobacco Products (5.7)
  • FMCG (4.6)
  • Power Generation & Distribution (4.4)
  • Gas Distribution (3.8)
  • Capital Goods - Electrical Equipment (2.34)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition