What is an ELSS Fund?

ELSS (Equity Linked Saving Scheme) is an open-ended equity mutual fund with a statutory lock-in of 3 years and tax benefit. They are also known as tax-saving funds. The Income Tax Act, under section 80C, allows taxpayers to invest up to INR 1.5 lakh in ELSS schemes and claim it as a deduction from their taxable income.

How are the returns of UTI Long Term Equity Fund (Tax Saving)?

UTI Long Term Equity Fund (Tax Saving) has given 15.41% CAGR since inception of the fund in Dec 15, 1999 as against benchmark index Nifty 500 14.46% as of September 30, 2021. For more details kindly visit UTI Mutual Fund

How do I invest in UTI Long Term Equity Fund (Tax Saving)?

Investors can simply log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach your mutual fund distributor, financial advisor or various online platform for investments.

What is the current NAV of UTI Long Term Equity Fund (Tax Saving)?

The NAV of UTI Long Term Equity Fund (Tax Saving) is Rs. 145.0712 for Regular Plan Growth option as of September 30, 2021. The same can be accessed by visiting UTI Mutual Fund website

Tax Benefits of investing in UTI Long Term Equity Fund (Tax Saving)

As per the present tax laws, eligible investors (individual/ HUF) are entitled to deduction from their gross total income, of the amount invested in equity linked saving scheme (ELSS) upto Rs. 1,50,000/- (along with other prescribed investments) under Section 80C of the Income Tax Act, 1961. Tax benefits are subject to the provisions of the Income Tax Act, 1961 and are subject to amendments, from time to time.

What is the investment objective of UTI Long Term Equity Fund (Tax Saving)?

The primary objective of the scheme is to invest predominantly in equity and equity related securities of companies across the market capitalization spectrum. Securities shall also include fully/ partly convertible debentures/ bonds.

Home
Mutual Fund Products
Solution-Based-Funds
UTI Long Term Equity Fund (Tax Saving)

UTI Long Term Equity Fund (Tax Saving)

Equity - ELSS

Snapshot

          Fund Type
          
              Inception
              
          Risk Metric
          
Returns 

          1 Year
          
          3 Year
          
          5 Year
          
NAV 
          
₹ -
 as of
           -

Fund Facts

          Month End AuM
          
          Monthly Avg. AuM
          
          No. of Folio Accounts
          
          Minimum Investment Amount
          
          Total Expense Ratio
          
          Benchmark Index
          
          Special Facitilities
          
          Exit Load

Fund Overview

            
Scheme Riskometer

Fund Performance

of Rs

for

Apply

Principal Invested: x installments =

Disclaimer

All Mutual Fund

Period	Fund Performance Vs Benchmark (CAGR)			Growth for Rs 10,000 /-
Period	NAV (%)			NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

	Fund	Benchmark	Net

Current Asset Allocation

Top 10 Holdings

Name	Weight(%)

Fund Managers

Frequently asked questions

What is an ELSS Fund?

ELSS (Equity Linked Saving Scheme) is an open-ended equity mutual fund with a statutory lock-in of 3 years and tax benefit. They are also known as tax-saving funds. The Income Tax Act, under section 80C, allows taxpayers to invest up to INR 1.5 lakh in ELSS schemes and claim it as a deduction from their taxable income.
How are the returns of UTI Long Term Equity Fund (Tax Saving)?

UTI Long Term Equity Fund (Tax Saving) has given 15.41% CAGR since inception of the fund in Dec 15, 1999 as against benchmark index Nifty 500 14.46% as of September 30, 2021. For more details kindly visit UTI Mutual Fund
How do I invest in UTI Long Term Equity Fund (Tax Saving)?

Investors can simply log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach your mutual fund distributor, financial advisor or various online platform for investments.
What is the current NAV of UTI Long Term Equity Fund (Tax Saving)?

The NAV of UTI Long Term Equity Fund (Tax Saving) is Rs. 145.0712 for Regular Plan Growth option as of September 30, 2021. The same can be accessed by visiting UTI Mutual Fund website https://www.utimf.com/mutual-fund-products/solution-based-funds/uti-long-term-equity-fund-tax-saving/
Tax Benefits of investing in UTI Long Term Equity Fund (Tax Saving)

As per the present tax laws, eligible investors (individual/ HUF) are entitled to deduction from their gross total income, of the amount invested in equity linked saving scheme (ELSS) upto Rs. 1,50,000/- (along with other prescribed investments) under Section 80C of the Income Tax Act, 1961. Tax benefits are subject to the provisions of the Income Tax Act, 1961 and are subject to amendments, from time to time.
What is the investment objective of UTI Long Term Equity Fund (Tax Saving)?

The primary objective of the scheme is to invest predominantly in equity and equity related securities of companies across the market capitalization spectrum. Securities shall also include fully/ partly convertible debentures/ bonds.

	This Scheme	BSE 100	Fixed Deposit	Gold	PPF
3 months	109.25	105.89	117.65	178.67	134.78
9 months	109.25	105.89	117.65	178.67	134.78
1 year	109.25	105.89	117.65	178.67	134.78
3 years	139.25	145.89	137.65	188.67	112.78
5 years	164.25	105.89	117.65	178.67	134.78
Since Inception	109.25	105.89	117.65	178.67	134.78