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UTI Long Term Advantage Fund Series VI - Regular Plan - Growth Option

UTI Mutual Fund

₹12.2198

0.01 (-0.05%)

NAV as of 24 Sept 2021

Today's NAV — all variants

Regular · Growth

Discontinued / Inactive

24 Sept 2021

AMFI: 141893

Direct · Growth

Discontinued / Inactive

24 Sept 2021

AMFI: 141892

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.25%
1 Month+7.18%
3 Months+8.16%
6 Months+17.01%
1 Year+55.14%
3 Years (CAGR)+11.03%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jan 2018)+5.55%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+41.56%
3 Year SIP+23.69%
5 Year SIP
Since Inception (Jan 2018)+17.92%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹22,000

Invested

₹30,648

Value today

5.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,219

Value today

5.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹2,20,000

Withdrawn

₹9,12,608

Corpus left

+₹1,32,608 net gain — withdrew ₹2,20,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹8,16,354

Value today

+11.6%

vs lumpsum

STP beat direct lumpsum by 11.6% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,26,297

Value today

2.3×

Multiple

Staying invested through that crash turned ₹1L into ₹2,26,297 — a 2.3× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 8 years

Expense ratio drag on your actual returns

Direct plan

₹29,099

Regular plan

₹28,791

Direct earns ₹308 more on a ₹48K investment0.08% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseUTI Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date23 Jan 2018
AMFI Code141893

Risk Metrics

Trailing 1 year, annualised

2.50

Sharpe Ratio

Alpha

Beta

2.24

Sortino

17.25%

Std Dev

-8.40%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

UTI Long Term Advantage Fund Series VI - Regular Plan - Growth Option by UTI Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.

About This Fund

UTI Long Term Advantage Fund Series VI - Regular Plan - Growth Option is a Other mutual fund offered by UTI Mutual Fund. The fund has been operational for over 8 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations