UTI Core Equity (Equity, Equity Large & Midcap)

Moderately High
25 yrs 12 monthsStarted on:16 Feb 1993
₹ 899.44 Cras on: 21 Jan 2019
Long Term Horizon
2.49%
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 Month0.23
3 Month4.76
2 YR9.83
3 YR11.66

SIP Returns

TenureReturns (CAGR)
3 YR4.95
5 YR7.19
10 YR10.65

Portfolio

Company Name% Assets
Infosys Ltd.5.46
ICICI Bank Ltd.5.41
ITC Ltd.5.29
Housing Development Finance Corpn. Ltd.5.25
Larsen & Toubro Ltd.4.21
State Bank of India2.81
Mahindra & Mahindra Ltd.2.48
Federal Bank Ltd.2.38
Dr. Reddy's Laboratories Ltd.2.26
Indian Oil Corpn. Ltd.2.09

Top Sectoral Holdings

Sector Name% Assets
Financial30.19
Energy13.65
Technology10.01
Construction9.35
Automobile8.46
Healthcare7.33
FMCG6.84
Metals3.24
Services3.17
Communication1.48

Indicators

LabelValue
Portfolio turnover ratio73
Standard Deviation14.75%
Beta0.9%
Sharpe Ratio0.22

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 21 Jan 19 83.69
    Returns since inception (CAGR) 13.04%
    Value Research NA
    Crisil Ranking NA
  • Nav as on 21 Jan 19 33.38
    Returns since inception (CAGR) 12.57%
    Value Research
    Crisil Ranking NA
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