| NAV: 01 Jul 2022 | ₹43.63 |
| Min. SIP amount | NA |
| Rating | 2 |
| Fund size | ₹1,281.51Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -0.9% | 12.6% | 8.9% | 12.7% |
| Category average | 59.0% | 15.2% | 14.8% | NA |
| Rank with in category | 18 | 13 | 13 | NA |
Holdings (61)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 5.5% |
| HDFC Bank Ltd. | Financial | Equity | 5.1% |
| ITC Ltd. | Consumer Staples | Equity | 4.2% |
| State Bank of India | Financial | Equity | 3.8% |
| Axis Bank Ltd. | Financial | Equity | 3.1% |
| The Federal Bank Ltd. | Financial | Equity | 3.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.9% |
| Coromandel International Ltd. | Chemicals | Equity | 2.7% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.6% |
| Emami Ltd. | Consumer Staples | Equity | 2.5% |
Expense ratio, exit load and tax
Expense ratio: 2.61%
Inclusive of GST
Exit load
Exit load of 1% if redeemed less than 1 year
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
V SrivatsaMay 2017 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in UTI Core Equity Fund Regular Plan IDCW?
You can easily invest in UTI Core Equity Fund Regular Plan IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for UTI Core Equity Fund Regular Plan IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in UTI Core Equity Fund Regular Plan IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does UTI Core Equity Fund Regular Plan IDCW provide?
The UTI Core Equity Fund Regular Plan IDCW has been there from 18 Jan 1993 and the average annual returns provided by this fund is -0.88% since its inception.
How much expense ratio is charged by UTI Core Equity Fund Regular Plan IDCW?
The term
Expense Ratio used for UTI Core Equity Fund Regular Plan IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of UTI Core Equity Fund Regular Plan IDCW is 2.61% as of 02 Jul 2022...
What is the AUM of UTI Core Equity Fund Regular Plan IDCW?
The AUM, short for Assets Under Management of UTI Core Equity Fund Regular Plan IDCW is ₹1,281.51Cr as of 02 Jul 2022.
How to Redeem UTI Core Equity Fund Regular Plan IDCW?
If you want to sell your UTI Core Equity Fund Regular Plan IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of UTI Core Equity Fund Regular Plan IDCW?
What is the NAV of UTI Core Equity Fund Regular Plan IDCW?
The NAV of UTI Core Equity Fund Regular Plan IDCW is ₹43.63 as of 01 Jul 2022.
