uti core equity (Equity, Equity Large & Midcap)

Moderately High
25 yrs 8 monthsStarted on:16 Feb 1993
₹ 974.73 Cras on: 19 Sep 2018
Long Term Horizon
2.37%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

Similar Funds
Mirae Asset Emerging Bluechip Fund
Current NAV 1114.25
Return (CAGR) 21.81%
Crisil Ranking 2
Value Research
Principal Emerging Bluechip Fund
Current NAV 1114.25
Return (CAGR) 27.23%
Crisil Ranking 1
Value Research
Aditya Birla Sun Life Advantage Fund
Current NAV 1114.25
Return (CAGR) 18.01%
Crisil Ranking 3
Value Research
SBI Magnum Multiplier Fund
Current NAV 1114.25
Return (CAGR) 14.56%
Crisil Ranking 3
Value Research
DSPBR Equity Opportunities
Current NAV 1114.25
Return (CAGR) 18.21%
Crisil Ranking 2
Value Research
RELIANCE VISION FUND
Current NAV 1114.25
Return (CAGR) 18.91%
Crisil Ranking 1
Value Research
ICICI Prudential Top 100 Fund
Current NAV 1114.25
Return (CAGR) 18.79%
Crisil Ranking 2
Value Research
HDFC Large Cap Fund
Current NAV 1114.25
Return (CAGR) 11.64%
Crisil Ranking 4
Value Research

Tenure

TenureReturns (CAGR)
3 Month1.59
1 YR2.60
2 YR9.36
3 YR9.55

SIP Returns

TenureReturns (CAGR)
2 YR7.25
3 YR10.04
5 YR11.07
10 YR12.5

Portfolio

Company Name% Assets
ITC Ltd.6.56
ICICI Bank Ltd.5.03
Housing Development Finance Corpn. Ltd.4.77
Larsen & Toubro Ltd.4.02
Infosys Ltd.3.69
Sun Pharmaceutical Inds. Ltd.3.23
Mahindra & Mahindra Ltd.3
Mphasis Ltd.2.69
CESC Ltd.2.38
Dr. Reddy's Laboratories Ltd.2.29

Top Sectoral Holdings

Sector Name% Assets
Financial28.61
Energy15.05
Healthcare9.86
Construction8.69
Automobile8.4
Technology7.87
FMCG7.68
Metals4.41
Services3.22
Communication1.67

Indicators

LabelValue
Portfolio turnover ratio87
Standard Deviation13.56%
Beta0.92%
Sharpe Ratio0.34

V Srivatsa

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

Other Funds Managed by V Srivatsa

  • Nav as on 19 Sep 18 93.35
    Returns since inception (CAGR) 13.93%
    Value Research NA
    Crisil Ranking NA
  • Nav as on 19 Sep 18 34.04
    Returns since inception (CAGR) 13.26%
    Value Research
    Crisil Ranking NA
© CRISIL Limited 2017. All Rights Reserved