Expense ratio, exit load and tax
Expense ratio: 0.69%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Fund management
Education
Mr. Chopda is BE, PGDM & CFA
Experience
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
Managed Schemes
UTI ELSS Tax Saver Fund Direct Growth
UTI Children's Equity Fund Direct Growth
UTI Children's Hybrid Fund Direct Plan
UTI India Consumer Fund Direct Growth
UTI Long Term Advantage Fund Series III Direct Growth
UTI Long Term Advantage Fund Series IV Direct Growth
UTI Long Term Advantage Fund Series V Direct Growth
UTI Long Term Advantage Fund Series VI Direct Growth
Education
Mr. Agarwal is B.Com, C.A and CFA.
Experience
Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
Managed Schemes
UTI Nifty 50 Index Fund Direct Growth
UTI Arbitrage Fund Direct Growth
UTI Nifty Next 50 Index Fund Direct Growth
UTI Corporate Bond Fund Direct Growth
UTI Equity Savings Fund Direct Growth
UTI Small Cap Fund Direct Growth
UTI Focused Fund Direct Growth
UTI Balanced Advantage Fund Direct Growth