MF Gyan
otherVery high risk9 years oldAccelerating recently (last 6m ≈ 37% p.a.)

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

A specialised fund. Check the scheme details for what it invests in. From UTI Mutual Fund. It's been running since 28 Mar 2018.

Latest price per unit
₹13.1836
▲ 0.04% 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
₹1.55 L
▲ ₹54.5k gain · 54.5% / year
Invested 3 years ago
₹1.44 L
▲ ₹44.3k gain · 13.0% / year

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

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.59 L
Gain / loss+₹78.7k
XIRR (annualised)25.34%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.71 L
Projected gain*+₹91.3k
*at this fund's historical rate of 25.34% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
54.53%median 11.33% (+43.20%)
Rank #28 of 261Beats 89% of peers
3-year return
13.01%median 8.79% (+4.22%)
Rank #71 of 261Beats 63% of peers
Bumpiness (3Y)
21.26%median 18.29% (+2.97%)
Rank #228 of 261Less risky than 13% of peers
Worst-ever drop
-42.62%median -35.12% (-7.50%)
Rank #54 of 261Less risky than 79% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 2 of last 4 years were positive.

-8%
2018
-5%
2019
+20%
2020
+25%
2021
Best year
2021 · 24.61%
Worst year
2018 · -8.22%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
21.3%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-42.62%

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

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year54.53%
CAGR — 3 years13.01%
CAGR — 5 years—
CAGR — since launch8.16%
Volatility — 1 year (annualised)15.05%
Volatility — 3 years (annualised)21.26%
Max drawdown — 1 year-7.85%
Max drawdown — 3 years-38.56%
Sharpe ratio — 1 year (rf=6%)2.55
Sharpe ratio — 3 years (rf=6%)0.31

Fund info

Fund house
UTI Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
142172
First price on record
28 Mar 2018 · 861 daily prices

About UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option

UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option is a Growth offered by UTI Mutual Fund under the Direct plan with the Growth option. It has approximately 9 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option is ₹13.1836 (as of 24 Sep 2021). Historically, it has delivered 54.48% over the last year, 13.01% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 21.3% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 42.6%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option?+

The latest NAV of UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option is ₹13.1836 as of 24 Sep 2021, up 0.04% from the previous day. NAV is updated once a business day after the market close.

What are the returns of UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option?+

UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option has delivered 1-year return 54.48%, 3-year CAGR 13.01%, since-inception CAGR 8.16%. Returns are historical and don't predict future performance — markets move in cycles.

What category does UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option belong to?+

UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 21.3%, UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option a direct plan?+

UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option?+

UTI Long Term Advantage Fund Series VII - Direct Plan - Growth Option has NAV history available from 28 Mar 2018 — approximately 9 years of track record and 861 daily NAV observations.

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.