UTI Core Equity (Equity, Equity Large & Midcap)

Moderately High
25 yrs 10 monthsStarted on:16 Feb 1993
₹ 868.66 Cras on: 15 Nov 2018
Long Term Horizon
2.36%
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)
1 Month2.31
2 YR10.65
3 YR8.24

SIP Returns

TenureReturns (CAGR)
2 YR0.11
3 YR5.12
5 YR7.68
10 YR10.98

Portfolio

Company Name% Assets
ICICI Bank Ltd.5.52
ITC Ltd.5.44
Housing Development Finance Corpn. Ltd.4.89
Larsen & Toubro Ltd.4.27
Infosys Ltd.3.95
Sun Pharmaceutical Inds. Ltd.3.03
Dr. Reddy's Laboratories Ltd.2.62
Federal Bank Ltd.2.57
Mahindra & Mahindra Ltd.2.44
State Bank of India2.28

Top Sectoral Holdings

Sector Name% Assets
Financial29.18
Energy13.65
Construction9.51
Healthcare9.33
Technology8.67
Automobile8.22
FMCG6.67
Metals4.36
Services3.63
Communication1.43

Indicators

LabelValue
Portfolio turnover ratio86
Standard Deviation14.76%
Beta0.9%
Sharpe Ratio0.1

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 15 Nov 18 84.54
    Returns since inception (CAGR) 13.23%
    Value Research NA
    Crisil Ranking NA
  • Nav as on 15 Nov 18 33.17
    Returns since inception (CAGR) 12.75%
    Value Research
    Crisil Ranking NA
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