Fund Details
UTI Core Equity Fund Regular Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.45% |
| NAV | ₹71.03 (27 Jan 2021) |
|---|---|
| Fund Started | 18 Jan 1993 |
| Fund Size | ₹874 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 5.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.4% |
| Infosys Ltd. | Technology | Equity | 4.3% |
| ITC Ltd. | FMCG | Equity | 4.0% |
| Axis Bank Ltd. | Financial | Equity | 3.7% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.6% |
| State Bank of India | Financial | Equity | 3.5% |
| Bharti Airtel Ltd. | Communication | Equity | 3.1% |
| Tata Power Co. Ltd. | Energy | Equity | 2.2% |
| Gujarat State Petronet Ltd. | Energy | Equity | 2.1% |
Fund Managers
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 ₹874 Cr and the Latest NAV as of 27 Jan 2021 is ₹71.03.
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.
