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UTI Long Term Advantage Fund Series-IV

Rating (source: Value Research)
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
    Structure
  • Management
    Commentary
  • Creation Unit/
    Portfolio
NFO Opens
Monday, October 10, 2016
NFO Closes
Wednesday, January 18, 2017
Allotment Date
Wednesday, January 25, 2017
Scheme Tenure
10 years
For Redemption
Monday, January 27, 2020((25th & 26st being non-business days))
Maturity Date
Monday, January 25, 2027
Type
A 10 year Close-ended Equity Linked Savings Scheme
Offer Price
Offer of Units of Rs. 10/- per unit for cash during the New Fund Offer period
Minimum Application amount
Minimum investment is Rs. 500/- and in multiples of Rs. 500/- hereafter with no upper limit. However, as per section 80 C of the Income Tax Act, 1961, the tax benefit will be available only upto a maximum amount of Rs.1,50,000/- (along with other prescribed investments).
Plans and Options
The scheme offers following plans
Regular Plan
Direct Plan
The Scheme / Plan(s) offers the following Option(s):
(i)Growth Option(ii)Dividend Option with Payout and Switch facility [Dividend Transfer Plan (DTP)].

For further details refer to SID

This product is suitable for investors who are seeking*:

  • Capital growth in tune with the index returns
  • Passive investment in equity instruments comprised in Nifty 50 Index
  • Moderately High Level

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment Objective

The investment objective of the scheme is to provide medium to long term capital appreciation along with income tax benefit.

Options Available

Growth option, Dividend option with Payout and Reinvestment

Fund Managers
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is Executive Vice President and Fund Manager (Equity).

Know More
Portfolio (as of Feb 2017)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
60.00 34.00 6.00

View complete asset allocation
Sectoral Breakdown (as of 28th Feb 2017)
Fund Manager - Biography
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is Executive Vice President and Fund Manager (Equity). He is a commerce graduate from Narsee Monjee College of Commerce, Mumbai and holds a post-graduate degree in management (MMS) from Sydenham Institute of Management, Mumbai University. He also holds a CFA charter awarded to him in 2005 by the CFA Institute, USA. He began his career in June 1994, with IIT InvesTrust Limited, where, after a brief stint in investment banking, he joined their equity research team and eventually covered Banks and Consumer Staples. He joined UTI Securities Limited in 1999, where he added the Healthcare sector to his research repertoire. In Jan'04, he joined SBI Capital Markets Limited in the role of a senior analyst, covering multiple sectors while also helping mentor a team of analysts. Lalit joined UTI AMC Limited in Dec'06 as a Vice President in Securities Research. He took up portfolio responsibilities in July'07.

Minimum Application Amountt Minimum investment is Rs. 500/- and in multiples of Rs. 500/- hereafter with no upper limit. However, as per section 80 C of the Income Tax Act, 1961, the tax benefit will be available only upto a maximum amount of Rs.1,50,000/- (along with other prescribed investments).
Period of Holding Nil Nil
Entry Load N.A Nil
Exit Load(as % of NAV) Nil Nil
As per ELSS guidelines redemption of units will be allowed after an initial Lock-in-Period of 3 years from the date of allotment.

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Things you should know to make the best investment decision

Our 3 step
online application process
1
Register at invest@uti to buy funds online.
2
Fill up the online application form and make payments online.
3
Print and sign the form and send it with required documents at our nearest office or our executive will come and collect them
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Things you should know to make the best investment decision

Register with us
and recieve benefits:

  • Get tips on investment
  • Bust your myths
  • Get NAV alerts
  • Recieve emails on market outlook
....and much more!

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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