|Min SIP Amount||₹500|
|NAV||₹75.37 (22 Jan 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹874 Cr|
|ICICI Bank Ltd.||Financial||Equity||5.8%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||5.4%|
|Axis Bank Ltd.||Financial||Equity||3.7%|
|Larsen & Toubro Ltd.||Construction||Equity||3.6%|
|State Bank of India||Financial||Equity||3.5%|
|Bharti Airtel Ltd.||Communication||Equity||3.1%|
|Tata Power Co. Ltd.||Energy||Equity||2.2%|
|Gujarat State Petronet Ltd.||Energy||Equity||2.1%|
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
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.