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UTI Long Term Advantage Fund Series V - Regular Plan - IDCW

UTI · Equity Fund
High
₹14.74
Current NAV
24 Sep 2021
77.4%
1Y Return
16.2%
3Y CAGR
18.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.50).
  • Very large asset base (AUM: ₹22,550 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.50
Sharpe Ratio
1.40
Beta
1.80
Sortino
Fund Details
Fund House UTI
Category Equity Fund
AUM ₹22550 Cr
Expense Ratio 1.80%
Min SIP ₹500
Min Lumpsum ₹1000
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