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UTI Long Term Equity Fund

Rating (source: Value Research)
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:
An open-ended equity fund investing a minimum of 80% in equity and 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.

Investment Information
  • FUND TYPE:

    Open ended Equity fu

  • DATE OF INCEPTION:

    15/12/1999

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    891.95 (as of 31st Aug 2017)

  • NUMBER OF INVESTORS:

    155116 (as of 31st Aug 2017)

  • MINIMUM INVESTMENT:

    500

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

Who should invest?
A diviersified large cap oriented fund with moderate-style of funds management is suitable for all equity investors

FUND MANAGER
Mrs. Swati Kulkarni
Swati Kulkarni is Executive Vice President and Fund Manager – Equities at UTI AMC Ltd.

OPTIONS AVAILABLE
SIP

Period Returns (%)
2014-2015 16.65
2015-2016 3.00
2016-2017 17.23
Since Inception 15.39

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

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