FINVASIA MUTUAL FUNDS

UTI-Long Term Advantage Fund - Sr.VI - Direct (G)

by:UTI-Long Term Advantage Fund - Sr.VI

Invest

Statistics

  • AUM

    245.9Cr

  • Returns

    1y : 0.00%
    3y : 0.00%
    5y : 0.00%
    Since Inception : 0.00%

  • NAV

    12.71 ( as on 24-09-2021)

  • Risk

    Very High

  • Last Dividend Paid

    0.00

  • Expense Ratio

    0.00%

  • Benchmark

    S&P BSE 200 TRI

  • Exit Load

    -

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Fund Manager Name
Sachin Trivedi
Qualification
B.com graduate from Narsee Manjee College of Comme
Designation
FUND MANAGER
Experience
He began his career in June 2001, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portf
Remarks

    Holdings

  • Company

    Sector

    Percentage held

  • ICICI Bank

    Banks - Private Sector

    6.81%

  • St Bk of India

    Banks - Public Sector

    6.09%

  • Bharti Airtel

    Telecommunications - Service Provider

    5.97%

  • HDFC Bank

    Banks - Private Sector

    5.89%

  • ITC

    Cigarettes

    5.40%

  • Bajaj Electrical

    Domestic Appliances

    4.87%

  • Rallis India

    Pesticides / Agrochemicals - Indian

    4.62%

  • ICICI Pru Life

    Finance & Investments

    3.64%

  • Chambal Fert.

    Fertilizers

    3.48%

  • Bajaj Auto

    Automobiles - Scooters And 3 - Wheelers

    3.44%

  • M & M

    Automobiles - Passenger Cars

    3.42%

  • ACC

    Cement - North India

    3.33%

  • P I Industries

    Pesticides / Agrochemicals - Indian

    3.32%

  • Bajaj Consumer

    Personal Care - Indian

    3.15%

  • Colgate-Palmoliv

    Personal Care - Multinational

    3.13%

  • Tata Consumer

    Tea

    3.02%

  • Dabur India

    Personal Care - Indian

    2.99%

  • Crompton Gr. Con

    Electric Equipment

    2.92%

  • Genus Power

    Electronics - Components

    2.63%

  • Escorts

    Automobiles - Tractors

    2.61%

  • Bayer Crop Sci.

    Pesticides / Agrochemicals - Multinational

    2.58%

  • M & M Fin. Serv.

    Finance & Investments

    2.56%

  • Cholaman.Inv.&Fn

    Finance & Investments

    2.44%

  • Coromandel Inter

    Fertilizers

    2.43%

  • Shriram Trans.

    Finance & Investments

    2.23%

  • Jyothy Labs

    Personal Care - Indian

    1.74%

  • Tata Chemicals

    Chemicals

    1.58%

  • IndusInd Bank

    Banks - Private Sector

    1.44%

  • TVS Motor Co.

    Automobiles - Motorcycles / Mopeds

    1.41%

  • Net CA & Others

    NA

    1.34%

  • UPL

    PESTICIDES

    1.09%

  • Hero Motocorp

    Automobiles - Motorcycles / Mopeds

    0.98%

  • Ujjivan Small

    Banks - Private Sector

    0.72%

  • Greaves Cotton

    INDUSTRIAL PRODUCTS

    0.14%

Scheme Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there can be no assurance that the investment objective of the Scheme will be realized.

AMC Details

  • Name

    UTI Asset Management Company Ltd

  • Email Id

    service@uti.co.in

  • Website Url

    www.utimf.com

  • Address

    UTI Towers, Gn Block,Bandra Kurla Complex,Bandra (East), Mumbai 400 051

  • Telephone Number

    022 66786666

  • Fax Number

    022 66786503;66786578

Fund Details

  • Scheme Type

    Growth

  • Category

    Tax Planning

  • Launch Date

    2017-10-05

  • Fund Type

    Closed-Ended

  • Fund Manager

    Sachin Trivedi

  • Min. Investment (One Time)

    500

  • Min. Investment (SIP)

    -

  • AMFI Code

    141892

  • ISIN Code

    INF789FC1V82