UTI Core Equity (Equity, Equity Large & Midcap)

Moderately High
26 yrs 2 monthsStarted on:16 Feb 1993
₹ 863.86 Cras on: 22 Mar 2019
Long Term Horizon
2.51%
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

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Tenure

TenureReturns (CAGR)
YTD1.79
1 Month6.53
3 Month2.76
1 YR0.31
2 YR6.42
3 YR10.84

SIP Returns

TenureReturns (CAGR)
1 YR1.46
2 YR0.92
3 YR5.36
5 YR7.25
10 YR10.56

Portfolio

Company Name% Assets
Infosys Ltd.6.33
ITC Ltd.5.39
Housing Development Finance Corpn. Ltd.5.12
ICICI Bank Ltd.4.99
Larsen & Toubro Ltd.3.49
State Bank of India2.66
Indian Oil Corpn. Ltd.2.23
Sun Pharmaceutical Inds. Ltd.2.16
Mphasis Ltd.2.1
Mahindra & Mahindra Ltd.2.07

Top Sectoral Holdings

Sector Name% Assets
Financial30.07
Energy13.84
Technology11.7
Construction8.98
Automobile8.04
Healthcare6.58
FMCG5.94
Services5.36
Metals2.07
Chemicals1.93

Indicators

LabelValue
Portfolio turnover ratio63
Standard Deviation13.57%
Beta0.9%
Sharpe Ratio0.47

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

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    Returns since inception (CAGR) 13.00%
    Value Research NA
  • Nav as on 22 Mar 19 33.66
    Returns since inception (CAGR) 12.45%
    Value Research