| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.11% |
| NAV | ₹58.62 (06 Aug 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹713 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 4.9% |
| Infosys Ltd. | Technology | Equity | 4.2% |
| Bharti Airtel Ltd. | Communication | Equity | 3.9% |
| ITC Ltd. | FMCG | Equity | 3.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.1% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 2.6% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.5% |
| Gujarat State Petronet Ltd. | Energy | Equity | 2.3% |
| State Bank of India | Financial | Equity | 2.2% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 2.2% |
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 ₹713 Cr and the Latest NAV as of 06 Aug 2020 is ₹58.62.
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 fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.
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.