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Jama - UTI Long Term Equity Fund


UTI Long Term Equity Fund

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Equity-Equity Linked Savings Scheme
NAV : 175.5346
(-1.5668000000000006
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)
AUM : ₹28 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.37%8.03%21.33%11.09%6.22%23.29%NA



NAV History



Expense Ratio Trends


Fund Details

An Equity Linked Savings Scheme which provides tax deduction up to the limits specified u/s 80C of the Income Tax Act, 1961 is eligible for deduction. The Fund attempts to invest in businesses having healthy return ratios, cash flows and sound management, with an aim to provide superior risk adjusted return. Shorter lock-in period of 3 years as compared to other traditional tax saving instruments. The Fund has flexibility to position itself actively across the market cap spectrum
NAV175.5346
Launch Date02-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio95.0%
Exit Load : 0


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,10,150₹1,09,882₹268
After 1 year₹1,11,087₹1,09,953₹1,134
After 3 years₹1,87,394₹1,81,970₹5,424
After 20 years₹65,82,206₹54,11,677₹11,70,529

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 23.29% Past 3 yr Data




Fund Objective:
The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bondsincluding those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition.
Fund Manager:
Vishal Chopda