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UTI Core Equity Fund Regular Plan Growth

Equity
Large & MidCap
Very High Risk
71.35%
1Y return
+0.96% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹95.17
Min. SIP Amount₹500
Rating2star
Fund Size₹1,072.76 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns71.3%14.4%13.3%13.3%
Category average59.0%15.2%14.8%NA
Rank with in category21117NA
Understand termsinfo

Holdings (61)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity5.0%
ICICI Bank Ltd.FinancialEquity4.6%
HDFC Bank Ltd.FinancialEquity4.2%
State Bank of India
FinancialEquity3.9%
Bharti Airtel Ltd.CommunicationEquity2.9%
Gujarat State Petronet Ltd.EnergyEquity2.9%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
Axis Bank Ltd.FinancialEquity2.5%
Larsen & Toubro Ltd.ConstructionEquity2.5%
Ajanta Pharma Ltd.HealthcareEquity2.4%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

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

Cons

  • Higher expense ratio - 2.63%
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.63%

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

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

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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