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UTI Core Equity Fund Regular Plan IDCW

Equity
Large & MidCap
Very High Risk
81.26%
1Y return
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹48.58
Min. SIP amountNA
Rating2star
Fund size₹1,157.73 Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns81.3%17.8%13.4%13.4%
Category average59.0%15.2%14.8%NA
Rank with in category61719NA
Understand termsinfo

Holdings (61)

NameSectorInstrumentAssets
FinancialEquity4.9%
FinancialEquity4.7%
FinancialEquity3.8%
TechnologyEquity3.7%
State Bank of India
FinancialEquity3.7%
CommunicationEquity3.7%
FMCGEquity3.2%
EnergyEquity2.8%
ConstructionEquity2.6%
TechnologyEquity2.5%
See All

Pros and cons

info
Category: Equity Large & MidCap
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Pros

Age is more than 10 years
1Y Returns are higher than the category average returns
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Cons

Higher expense ratio - 2.59%
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.53%

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

V Srivatsa
May 2017 - Present
View details
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Fund house & investment objective

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Fund house contact details

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