Equity Scheme - ELSS

UTI - Long Term Advantage Fund Series IV

Regular plan · IDCW · UTI Mutual Fund

Risk: High Risk

₹15.7183 NAV as of 24 Sept 2021 +0.22% day change

Other Plans of This Fund

Direct plan · Growth Direct plan · IDCW Regular plan · Growth

ISININF789FC1FB1

Scheme Code140043

StructureClose Ended Schemes

Fund HouseUTI Asset Mgmt. Co. Ltd.

AUM (avg. January - March 2020)₹19.07 Cr

Expense Ratio (as of 30 Oct 2020)1.43%

Min. InvestmentRs 500/- and in multiples of Rs 500/- thereafter w

Inception Date10 Oct 2016

Want to invest in this fund?

Open a free demat & trading account with Zerodha to invest in direct mutual funds with zero commission.

Open Free Account

NAV history isn’t available yet for this scheme.

AUM Trend (₹ Cr, quarterly average)

Portfolio

Market Cap Split

Large Cap0.00%
Mid Cap0.00%
Small Cap0.00%
Others0.00%

Top 5 Stocks0.00%

Top 10 Stocks0.00%

Top 3 Sectors0.00%

Other funds in Equity Scheme - ELSS

Scheme	Plan	NAV
Aditya Birla Sun Life ELSS Tax Saver Fund	Direct Plan · GROWTH	₹67.7700
Axis ELSS- Tax Saver Fund	Direct Plan · Growth Option	₹110.5133
BANDHAN ELSS - Tax Saver Fund	Direct Plan · Growth	₹178.9270
BANK OF INDIA ELSS TAX SAVER FUND	Direct Plan · Growth	₹191.5700
BANK OF INDIA MID CAP TAX FUND SERIES 1	Direct Plan · Growth	₹30.5400
BANK OF INDIA MID CAP TAX FUND Series 2	Direct Plan · Growth	₹35.4800

About This Scheme

Investment Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there can be no assurance that the investment objective of the Scheme will be realized.

Official Documents Scheme Information Document (PDF) Scheme Summary (PDF) Scheme Summary (XLS) UTI Asset Mgmt. Co. Ltd. website

Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.