InvestVerdict
UTI - Long Term Advantage Fund Series IV
· · ELSS (Tax Saving) · Scheme code 140046
Fund houseUTI Mutual Fund
CategoryELSS (Tax Saving)
Plan & optionRegular ·
History4.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 5.83 | 6.64 | 23.26 | 78.49 | 16.61 | — | — | — | 11.30 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| ELSS (Tax Saving) category median |
— | — | — | 2.62 | 13.24 | 12.25 | — | 12.78 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 20.7% | 0.49 | 0.65 | 1.12 | -2.62% | -49.7% | 93.21 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 24 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 180 | -38.3% | 0.5% | 94.5% | 48% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.