UTI-Long Term Equity Fund (IDCW)

UTI-Long Term Equity Fund (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

2.25%

Expense Ratio

₹3,873 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
21.8%
9.52%
17.18%
14.66%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
UTI-Long Term Equity Fund (IDCW)
21.8%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
Infosys
7.99%
HDFC Bank
7.22%
ICICI Bank
7.15%
Axis Bank
4.01%
Bharti Airtel
3.96%

Fund Manager

V
Vetri Subramaniam
V
Vishal Chopda