UTI-Long Term Equity Fund (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Vetri Subramaniam

04 Aug 20 | 12:00 AM

86.03 0.94 (1.10%)

  • Outperforms

    5.30%

    Return (1Y)

    beaten Nifty 500 TRI by 1.49%

  • Less Volatile

    1.78%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.85%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • UTI-Long Term Equity Fund (G) fund has been the 2nd best in the 5Y SIP performance in the Equity - Tax Planning category

  • UTI-Long Term Equity Fund (G) fund has been the 2nd best in the 3Y SIP performance in the Equity - Tax Planning category

  • UTI-Long Term Equity Fund (G) fund has been the 2nd best in the 1Y SIP performance in the Equity - Tax Planning category

Critical Parameters

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Returns

In last 1 year UTI-Long Term Equity Fund (G), has beaten by 1.49% (CAGR difference)

5.30%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of UTI-Long Term Equity Fund (G) is Lower than by -2.85%

1.78%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition