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

Category: Equity: ELSS
Launch Date: 01-08-2005
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.51% As on ( 28-02-2019)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,072.17 Cr As on ( 28-02-2019)
Turn over: 21.0
NAV as on 20-03-2019

86.8751

-0.23 ( -0.2624% )

CAGR Since Inception

10.85%

S&P BSE 200 TRI 12.18%

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

Scheme Performance (%) Data as on - 20-03-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 4.7 12.68 13.65 15.65 10.85
S&P BSE 200 TRI 10.99 16.47 15.03 18.16 12.18
Equity: ELSS 3.68 14.4 15.68 18.41 12.85

Yearly Performance (%)

Fund Managers

Mr. Lalit Gopalan Nambiar

Mr. Nambiar is a B. Com (H), MMS and CFA. Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd.

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.

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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 - 20-03-2019
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 4.7 7.59 12.68 13.65 15.65
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 13.32 12.97 15.65 15.32 20.61
Canara Robeco Equity Taxsaver Fund - Regular Plan - Dividend 31-03-1993 11.94 12.13 14.96 14.74 19.84
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 11.04 14.66 22.15 0.0 0.0
Mirae Asset Tax Saver Fund-Regular Plan-Dividend Payout 28-12-2015 10.5 13.92 21.62 0.0 0.0
Essel Long Term Advantage Fund- Regular Plan- Growth Option 30-12-2015 9.47 7.51 14.5 0.0 0.0
Essel Long Term Advantage Fund- Regular Plan- Dividend Option 30-12-2015 9.47 7.52 14.5 0.0 0.0
HDFC Long Term Advantage Fund - Growth Option 02-01-2001 9.09 11.46 17.49 16.08 20.51
Kotak Tax Saver-Scheme-Growth 23-11-2005 8.73 8.44 15.33 17.39 17.58
Axis Long Term Equity Fund - Growth 29-12-2009 8.26 12.26 14.68 18.33 0.0

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

Asset Allocation (%)

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