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UTI Long Term Advantage Fund Series IV - Regular Plan - Growth Option

UTI · Equity Fund
High
₹15.72
Current NAV
24 Sep 2021
78.2%
1Y Return
16.2%
3Y CAGR
12.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹11,560 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.51
Sharpe Ratio
1.31
Beta
-2.49
Alpha
0.57
Sortino
Fund Details
Fund House UTI
Category Equity Fund
AUM ₹11560 Cr
Expense Ratio 1.71%
Min SIP ₹500
Min Lumpsum ₹1000
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