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UTI Core Equity Fund Direct Growth-1.16%

14.75%
1 Year Return
Equity
Large & Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Core Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.01%
NAV₹75.37 (22 Jan 2021)
Fund Started01 Jan 2013
Fund Size874 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.8%
3.1%
11.1%
11.6%
Category Average
17.2%
5.4%
13.7%
-
Rank Within Category
23
19
20
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 14.8% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio - 2.08%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity5.8%
Housing Development Finance Corpn. Ltd.FinancialEquity5.4%
Infosys Ltd.TechnologyEquity4.3%
ITC Ltd.FMCGEquity4.0%
Axis Bank Ltd.FinancialEquity3.7%
Larsen & Toubro Ltd.ConstructionEquity3.6%
State Bank of IndiaFinancialEquity3.5%
Bharti Airtel Ltd.CommunicationEquity3.1%
Tata Power Co. Ltd.EnergyEquity2.2%
Gujarat State Petronet Ltd.EnergyEquity2.1%
See All

Fund Managers

V Srivatsa
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UTI Core Equity Fund Direct Growth Details

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 ₹874 Cr and the Latest NAV as of 22 Jan 2021 is ₹75.37.

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

Investment Objective

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.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed less than 1 year
Exit Load

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UTI Core Equity Fund Direct Growth
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About UTI Mutual Fund

Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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