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UTI - Long Term Advantage Fund

Rating (source: Value Research)

NAV as on 23/01/2017 for

Rs. 18.7850.0607 (0.32%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
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  • Load
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    Commentary
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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)
195.95 (as of 31st Dec 2016 )
Number of investors
61537 (as of 31st Dec 2016 )
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 a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA).

Know More
Portfolio (as of Dec 2016)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
66.00 25.00 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 31st Dec 2016)
Asset Allocation (as of 31st Dec 2016)

Market Capitalisation (%)

Large Mid Small
66.00 25.00 9.00
Detailed Portfolio (as of 31st Dec 2016)
Equity % to NAV
VEDANTA LTD 1.07
SUN PHARMACEUTICALS INDUSTRIES LTD. 1.54
BANK OF BARODA 1.46
BHARTI AIRTEL LTD. 1.44
CONTAINER CORPORATION OF INDIA LTD 1.25
SANOFI INDIA LTD. 1.20
TATA CHEMICALS LTD. 1.16
ITD CEMENTATION INDIA LTD. 1.49
MANPASAND BEVERAGES LIMITED 1.04
CENTURY TEXTILES & INDUSTRIES LTD. 1.03
TECH MAHINDRA LTD 1.03
K.S.B.PUMPS LTD. 1.02
NCC LTD. 1.01
OTH 29.99
AXIS BANK LTD. 2.16
NCA 2.31
ICICI BANK LTD 4.99
HDFC BANK LTD. 6.28
INFOSYS LTD. 3.67
LARSEN & TOUBRO LTD. 3.48
ALKEM LABORATORIES LTD 3.11
STATE BANK OF INDIA 3.08
HDFC LTD. 3.03
TATA CONSULTANCY SERVICES LTD. 2.26
INDIAN OIL CORPORATION LTD. 2.08
RELIANCE INDUSTRIES LTD. 6.90
MARUTI SUZUKI INDIA LTD. 1.84
BHARAT ELECTRONICS LTD. 1.83
COROMANDEL INTERNATIONAL LTD. 1.80
OIL & NATURAL GAS CORPORATION LTD. 1.79
ITC LTD. 2.08
BALRAMPUR CHINI MILLS LTD. 1.58
Fund Manager - Biography
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA). He has been associated with UTI AMC Ltd. since December 2006. He is presently functioning as a Co-Fund Manager & Head of Research. He has an overall industry experience of 15 years having worked with good corporates like IIT Investrust Ltd., UTI Securities Exchange Ltd. and SBI Capital Markets Ltd.

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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