UTI Long Term Advantage Fund Series 3 NFO

Invest In UTI Long Term Advantage Fund Series NFO

 

 

Give your portfolio the advantage of wealth acceleration
Smart investors leverage market volatility to their advantage and seize the opportunity when they see it. So make your smart move and invest in UTI Long Term Advantage Fund – Series III

 

 

 

Key Features:
•	An optimally diversified portfolio of upto 30 hand-picked stocks
•	10 years tenure with a lock-in period of 3 years
•	Tax rebate upto 1,50,000/- under section 80C of IT Act, 1961
•	Minimum investment is Rs.500/- and in multiples of Rs.500/- thereafter with no upper limit.

 

 

 

Reasons to invest in this fund:
•	Horizon: Longer investment horizon raises probability of higher returns
•	Lower PE: Current Valuations offer opportune entry point after the ~20% correction
•	Earnings: Low earnings base to drive double-digit earnings growth
•	Recovery: At the cusp of recovery in the business cycle
•	Strategy: A concentrated portfolio of up to 30 stocks

Fund Manager: Mr. Lalit Nambiar Benchmark: S&P BSE 100

 

 

 

Investment Objective:

Generate capital appreciation over a period of 10 years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there can be no assurance that investment objective of the scheme will be realized.

 

The product is suitable for investors who are seeking*:

• Capital appreciation over a period of 10 years • Investment in equity and equity related instruments of companies along with income tax benefit under Section 80C of the Income Tax Act, 1961.

Investors understand that their principal will be at moderately high risk.

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

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Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

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