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UTI - Long Term Advantage Fund

Rating (source: Value Research)

NAV as on 30/03/2017 for

Rs. 20.3800.0016 (0.01%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
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  • Management
    Commentary
  • Creation Unit/
    Portfolio
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • The investment objective of the scheme is to provide medium to long term capital appreciation alongwith income tax benefit.
Investment Information
Fund type
CLOSE ENDED
Date of Inception
20/03/2007
Investment Plan
Dividend Option
Fund size (Rs.Cr)
213.24 (as of 28th Feb 2017 )
Number of investors
60894 (as of 28th Feb 2017 )
Min. Investment
500
Last Dividend
1.5
Bonus
N.A.
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
70.00 21.00 9.00

View complete asset allocation

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Sectoral Breakdown (as of 28th Feb 2017)
Asset Allocation (as of 28th Feb 2017)

Market Capitalisation (%)

Large Mid Small
70.00 21.00 9.00
Detailed Portfolio (as of 28th Feb 2017)
Equity % to NAV
SANOFI INDIA LTD. 1.02
BHARTI AIRTEL LTD. 1.53
SUN PHARMACEUTICALS INDUSTRIES LTD. 1.48
BANK OF BARODA 1.41
ITD CEMENTATION INDIA LTD. 1.39
MANPASAND BEVERAGES LIMITED 1.25
CONTAINER CORPORATION OF INDIA LTD 1.22
TATA CHEMICALS LTD. 1.19
VEDANTA LTD 1.15
OTH 29.67
EXIDE INDUSTRIES LTD. 1.04
BHARAT FORGE LTD. 1.01
ULTRATECH CEMENT LTD. 0.98
NCA 2.78
COROMANDEL INTERNATIONAL LTD. 1.82
CENTURY TEXTILES & INDUSTRIES LTD. 1.10
ALKEM LABORATORIES LTD 3.64
OIL & NATURAL GAS CORPORATION LTD. 1.62
BALRAMPUR CHINI MILLS LTD. 1.71
RELIANCE INDUSTRIES LTD. 7.03
ICICI BANK LTD 4.82
LARSEN & TOUBRO LTD. 3.38
INFOSYS LTD. 3.28
STATE BANK OF INDIA 2.95
BHARAT ELECTRONICS LTD. 1.85
HDFC BANK LTD. 6.45
MARUTI SUZUKI INDIA LTD. 1.83
HDFC LTD. 2.93
ITC LTD. 2.01
TATA CONSULTANCY SERVICES LTD. 2.10
AXIS BANK LTD. 2.16
INDIAN OIL CORPORATION LTD. 2.20
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.

Download Fund Documents
Minimum Investment Amount Rs. 500
Period of Holding Nil Nil
Entry Load N.A Nil
Exit Load(as % of NAV) Nil Nil
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