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UTI Long Term Equity Fund (Tax Saving) - Direct Plan - Growth

  • Regular
  • Direct
Category : ELSS
Fund House : UTI Mutual Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the ELSS. Existing investors can continue their SIPs/investments in this fund. Other investors can also start a fresh investments in this fund.

Returns (NAV as on 17th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 10-Jun-21 9984.30 -0.16% - -0.52% 21/62
1 Month 17-May-21 10620.80 6.21% - 6.73% 39/63
3 Month 17-Mar-21 10819.60 8.20% - 10.89% 43/63
6 Month 17-Dec-20 11812.50 18.12% - 22.43% 43/63
YTD 01-Jan-21 11517.70 15.18% - 20.43% 47/63
1 Year 17-Jun-20 16393.60 63.94% 63.94% 70.35% 39/63
2 Year 17-Jun-19 15194.80 51.95% 23.23% 21.37% 15/61
3 Year 15-Jun-18 15403.00 54.03% 15.44% 13.31% 15/57
5 Year 17-Jun-16 20412.20 104.12% 15.33% 15.72% 21/42
Since Inception 02-Jan-13 32240.90 222.41% 14.84% 15.45% 33/57

SIP Returns (NAV as on 17th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 17-Jun-20 12000 15346.42 27.89 % 55.4 %
2 Year 17-Jun-19 24000 34010.59 41.71 % 37.53 %
3 Year 15-Jun-18 36000 52580.35 46.06 % 26.19 %
5 Year 17-Jun-16 60000 93896.65 56.49 % 17.95 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.39% 6.21% 8.20% 18.12% 15.58% 63.94% 23.23% 15.44% 15.33%
Nifty 50 -0.48% 5.15% 6.59% 14.20% 12.23% 58.80% 15.92% 13.16% 13.93%
Benchmark: Nifty 500 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average -0.56% 6.73% 10.89% 22.43% 20.43% 70.35% 21.37% 13.31% 15.72%
Category Rank 17/63 39/63 43/63 43/63 47/63 39/63 15/61 15/57 21/42
Best in Category -0.09% 12.23% 25.71% 45.04% 42.53% 118.27% 46.41% 30.17% 24.56%
Worst in Category -1.29% 3.49% 3.61% 10.17% 7.74% 41.40% 11.33% 6.08% 9.12%

Best Quarters

Period This Fund Nifty 50 Nifty 500 Category Average
Q4 - 2020 24.42% 22.46% 21.74% 13.27%
Q2 - 2020 23.19% 24.82% 25.33% 14.27%
Q1 - 2017 13.32% 12.16% 14.17% 9.71%

Worst Quarters

Period This Fund Nifty 50 Nifty 500 Category Average
Q1 - 2018 -6.08% -2.14% -4.36% -7.21%
Q1 - 2020 -26.05% -29.43% -29.24% -26.08%
Q4 - 2016 -3.90% -6.39% -7.03% -1.75%

Forum

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