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

EquityTax Savings
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return10.9%
  • 3 yr return3.2%
  • 5 yr return7.1%
  • Expense Ratio2.49%
  • Lock-in Period-3 years
  • Exit Load0%
  • Fund Size (Cr)Rupees1297.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment 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/Bonds Including Those Issued On Rights Basis Subject To The Condition That, As Far As Possible, The Nonconvertible Portion Of The Debentures/Bonds So Acquired Or Sub-Scribed Shall Be Disinvested Within A Period Of Twelve Months From Their Acquisition.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

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