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

Moderately High
27 yrs 1 monthsStarted on:16 Feb 1993
₹ 866.41 Cras on: 20 Feb 2020
Long Term Horizon
2.40%
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)
YTD0.16
3 Month2.16
1 YR7.66
3 YR4.81

SIP Returns

TenureReturns (CAGR)
1 YR4.4
2 YR1.06
3 YR1.01
5 YR4.31
10 YR8.72

Portfolio

Company Name% Assets
ICICI Bank Ltd.5.99
Housing Development Finance Corpn. Ltd.5.43
Infosys Ltd.5.2
ITC Ltd.4.07
Bharti Airtel Ltd.3.46
Federal Bank Ltd.3.14
Mphasis Ltd.3.06
Larsen & Toubro Ltd.3.03
State Bank of India2.67
Axis Bank Ltd.2.56

Top Sectoral Holdings

Sector Name% Assets
Financial29.79
Energy12.45
Technology9.66
Healthcare8.27
FMCG7.2
Construction7.07
Automobile6.06
Engineering3.93
Metals3.88
Communication3.46

Indicators

LabelValue
Portfolio turnover ratio57
Standard Deviation12.36%
Beta0.88%
Sharpe Ratio0.13

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