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Home>Mutual Funds>UTI Mutual Fund>UTI Core Equity Fund Regular Plan Growth

UTI Core Equity Fund Regular Plan Growth

Equity
Large & MidCap
Very High Risk
12.56%
3Y annualised
-0.16% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jun 2022₹88.97
Min. SIP amountNA
Rating2
Fund size₹1,281.51Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.4%12.6%8.8%12.6%
Category average59.0%15.2%14.8%NA
Rank with in category161213NA
Understand terms

Holdings (61)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.5%
HDFC Bank Ltd.FinancialEquity5.1%
ITC Ltd.Consumer StaplesEquity4.2%
State Bank of IndiaFinancialEquity3.8%
Axis Bank Ltd.FinancialEquity3.1%
The Federal Bank Ltd.FinancialEquity3.0%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
Coromandel International Ltd.ChemicalsEquity2.7%
Fortis Healthcare Ltd.HealthcareEquity2.6%
Emami Ltd.Consumer StaplesEquity2.5%
See All

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.

Understand terms
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

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
NA
Amc Image
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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FAQs

How to Invest in UTI Core Equity Fund Regular Plan Growth?

You can easily invest in UTI Core Equity Fund Regular Plan Growth 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 Growth 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 Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does UTI Core Equity Fund Regular Plan Growth provide?

The UTI Core Equity Fund Regular Plan Growth has been there from 18 Jan 1993 and the average annual returns provided by this fund is -1.45% since its inception.

How much expense ratio is charged by UTI Core Equity Fund Regular Plan Growth?

The term Expense Ratio used for UTI Core Equity Fund Regular Plan Growth 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 Growth is 2.61% as of 01 Jul 2022...

What is the AUM of UTI Core Equity Fund Regular Plan Growth?

The AUM, short for Assets Under Management of UTI Core Equity Fund Regular Plan Growth is ₹1,281.51Cr as of 01 Jul 2022.

How to Redeem UTI Core Equity Fund Regular Plan Growth?

If you want to sell your UTI Core Equity Fund Regular Plan Growth 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 Growth?

You can select either SIP or Lumpsum investment of UTI Core Equity Fund Regular Plan Growth based on your investment objective and risk tolerance.

What is the NAV of UTI Core Equity Fund Regular Plan Growth?

The NAV of UTI Core Equity Fund Regular Plan Growth is ₹88.97 as of 30 Jun 2022.

What is the PE and PB ratio of UTI Core Equity Fund Regular Plan Growth?

The PE ratio ratio of UTI Core Equity Fund Regular Plan Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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