| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.08% |
| NAV | ₹59.85 (29 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹762 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 5.2% |
| ICICI Bank Ltd. | Financial | Equity | 4.6% |
| ITC Ltd. | FMCG | Equity | 2.9% |
| Bharti Airtel Ltd. | Communication | Equity | 2.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.7% |
| State Bank of India | Financial | Equity | 2.6% |
| Mphasis Ltd. | Technology | Equity | 2.6% |
| Gujarat State Petronet Ltd. | Energy | Equity | 2.5% |
| Reliance Industries Ltd. | Energy | Equity | 2.5% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.4% |
UTI Core Equity Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹762 Cr and the Latest NAV as of 29 Oct 2020 is ₹59.85.
The UTI Core Equity Fund Direct Growth is rated Moderately 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.