UTI Core Equity Fund Regular Plan Growth+0.76%

1.56%
1 Year Return
Equity
Large & Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Core Equity Fund Regular Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.63%
NAV59.53 (23 Oct 2020)
Fund Started18 Jan 1993
Fund Size762 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Core Equity Fund Regular Plan Growth
1.6%
-1.3%
3.8%
11.8%
Category Average
3.1%
1.8%
7.6%
-
Rank within category
18
19
18
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 1.6% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark
    7. Risk-adjusted returns are lower compared to the category
    8. Higher expense ratio - 2.63%
    9. 1Y Returns are lower than the category average returns
    10. 3Y Returns are lower than the category average returns
    11. 5Y Returns are lower than the category average returns
    12. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity5.2%
    ICICI Bank Ltd.FinancialEquity4.6%
    ITC Ltd.FMCGEquity2.9%
    Bharti Airtel Ltd.CommunicationEquity2.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.7%
    State Bank of IndiaFinancialEquity2.6%
    Mphasis Ltd.TechnologyEquity2.6%
    Gujarat State Petronet Ltd.EnergyEquity2.5%
    Reliance Industries Ltd.EnergyEquity2.5%
    Larsen & Toubro Ltd.ConstructionEquity2.4%
    See All

    Fund Managers

    addV Srivatsa
    Education
    Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
    Experience
    Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
    Funds Managed

    UTI Core Equity Fund Regular Plan Growth Details

    UTI Core Equity Fund Regular Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 18 Jan 1993. V Srivatsa is the Current Fund Manager of UTI Core Equity Fund Regular Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹762 Cr and the Latest NAV as of 23 Oct 2020 is ₹59.53.

    The UTI Core Equity Fund Regular Plan 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

    Investment Objective

    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.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed less than 1 year
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    01 Feb 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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