|Min SIP Amount||₹500|
|NAV||₹44.94 (18 Jun 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹1,021 Cr|
|ICICI Bank Ltd.||Financial||Equity||5.1%|
|State Bank of India||Financial||Equity||4.2%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.0%|
|Axis Bank Ltd.||Financial||Equity||2.6%|
|Larsen & Toubro Ltd.||Construction||Equity||2.6%|
|Motilal Oswal Financial Services Ltd||Financial||Equity||2.5%|
|Gujarat State Petronet Ltd.||Energy||Equity||2.4%|
UTI Core Equity Fund Direct IDCW is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. V Srivatsa is the Current Fund Manager of UTI Core Equity Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,021 Cr and the Latest NAV as of 18 Jun 2021 is ₹44.94.
The UTI Core Equity Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed less than 1 year
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.