elssVery high risk

UTI Long Term Advantage Fund Series IV - 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 Jan 2017.

Latest price per unit

₹16.4953

▲ 0.22% 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

₹1.79 L

▲ ₹78.6k gain · 78.6% / year

Invested 3 years ago

₹1.59 L

▲ ₹58.6k gain · 16.6% / 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

23.7%

The value swings roughly 24% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-49.67%

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 year78.56%

CAGR — 3 years16.61%

CAGR — 5 years—

CAGR — since launch11.30%

Volatility — 1 year (annualised)17.20%

Volatility — 3 years (annualised)23.70%

Max drawdown — 1 year-7.79%

Max drawdown — 3 years-43.97%

Sharpe ratio — 1 year (rf=6%)3.09

Sharpe ratio — 3 years (rf=6%)0.41

Fund info

Fund house: UTI Mutual Fund
Category: ELSS
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 140046
First price on record: 31 Jan 2017 · 1,147 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.