UTI Core Equity Fund Regular Plan Growth+0.73%

2Groww
-7.78%
1 Year Return
Equity
Large & Mid Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Core Equity Fund Regular Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.48%
NAV58.70 (13 Sep 2019)
Fund Started18 Jan 1993
Fund Size833 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Core Equity Fund Regular Plan Growth
-7.8%
4.0%
5.7%
12.3%
Category Average
-7.5%
6.6%
10.4%
-
Rank within category
13
17
16
-
*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
    30
    with -7.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bharti Airtel Ltd.CommunicationEquity2.3%
    CESC Ltd.EnergyEquity2.0%
    Castrol India Ltd.EnergyEquity1.4%
    Axis Bank Ltd.FinancialEquity1.3%
    Ajanta Pharma Ltd.HealthcareEquity1.3%
    Amara Raja Batteries Ltd.EngineeringEquity1.3%
    Cadila Healthcare Ltd.HealthcareEquity1.3%
    Emami Ltd.FMCGEquity1.0%
    Cummins India Ltd.EngineeringEquity1.0%
    Apollo Tyres Ltd.AutomobileEquity0.8%
    See All

    Other Details

    UTI Core Equity Fund Regular Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 18 Jan 1993. V Srivatsa is the Current Fund Manager of UTI Core Equity Fund Regular Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹833 Cr and the Latest NAV as of 13 Sep 2019 is ₹58.70.

    The UTI Core Equity Fund Regular Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed less than 1 year.

    Investment Objective

    The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.

    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
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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