UTI Core Equity Fund (Equity, Equity Large & Midcap)

Moderately High
26 yrs 12 monthsStarted on:16 Feb 1993
₹ 864.32 Cras on: 20 Jan 2020
Long Term Horizon
2.44%
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 59.19
Return (CAGR) 20.49%
Value Research
Principal Emerging Bluechip Fund
Current NAV 111.3
Return (CAGR) 24.02%
Value Research
DSP Equity Opportunities Fund
Current NAV 240.57
Return (CAGR) 17.53%
Value Research
Kotak Equity Opportunities Fund
Current NAV 132.44
Return (CAGR) 18.30%
Value Research
SBI Large & Midcap Fund
Current NAV 235.18
Return (CAGR) 14.16%
Value Research
IDFC Core Equity Fund
Current NAV 46.88
Return (CAGR) 11.28%
Value Research
Tata Large & Midcap Fund
Current NAV 222.86
Return (CAGR) 12.27%
Value Research
Aditya Birla SL Equity Advantage Fund
Current NAV 434.52
Return (CAGR) 17.23%
Value Research
ICICI Pru Large & Mid Cap Fund
Current NAV 340.19
Return (CAGR) 17.78%
Value Research
HDFC Growth Opportunities Fund
Current NAV 119.1
Return (CAGR) 11.30%
Value Research
Nippon India vision fund
Current NAV 554.35
Return (CAGR) 17.97%
Value Research

Tenure

TenureReturns (CAGR)
YTD3.77
1 Month4.85
3 Month8.79
1 YR5.58
3 YR8.56

SIP Returns

TenureReturns (CAGR)
1 YR12.23
2 YR4.24
3 YR3.67
5 YR5.86
10 YR9.54

Portfolio

Company Name% Assets
ICICI Bank Ltd.6.41
Infosys Ltd.5.67
Housing Development Finance Corpn. Ltd.5.44
ITC Ltd.4.12
Mphasis Ltd.3.15
Federal Bank Ltd.3.03
Indusind Bank Ltd.3
LIC Housing Finance Ltd.2.87
State Bank of India2.8
Bharti Airtel Ltd.2.78

Top Sectoral Holdings

Sector Name% Assets
Financial33.32
Energy11.43
Technology10.03
Healthcare8.65
FMCG7.35
Automobile5.43
Construction5.22
Metals5.2
Engineering3.19
Communication2.78

Indicators

LabelValue
Portfolio turnover ratio57
Standard Deviation12.61%
Beta0.87%
Sharpe Ratio0.23

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