elssVery high risk

UTI Long Term Advantage Fund Series III - Direct Plan - Growth Option

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From UTI Mutual Fund. It's been running since 31 Mar 2016.

Latest price per unit

₹23.2926

▲ 0.23% today

As of 24 Sep 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.77 L

▲ ₹76.9k gain · 76.9% / year

Invested 3 years ago

₹1.68 L

▲ ₹67.6k gain · 18.8% / year

Invested 5 years ago

₹2.03 L

▲ ₹1.03 L gain · 15.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

23.3%

The value swings roughly 23% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-47.43%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year76.87%

CAGR — 3 years18.79%

CAGR — 5 years15.21%

CAGR — since launch16.62%

Volatility — 1 year (annualised)17.00%

Volatility — 3 years (annualised)23.31%

Max drawdown — 1 year-6.57%

Max drawdown — 3 years-42.20%

Sharpe ratio — 1 year (rf=6%)3.07

Sharpe ratio — 3 years (rf=6%)0.50

Fund info

Fund house: UTI Mutual Fund
Category: ELSS
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 135962
First price on record: 31 Mar 2016 · 1,353 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.