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

Moderately High
26 yrs 10 monthsStarted on:16 Feb 1993
₹ 865.91 Cras on: 14 Nov 2019
Long Term Horizon
2.54%
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 55.91
Return (CAGR) 20.20%
Value Research
Principal Emerging Bluechip Fund
Current NAV 105.7
Return (CAGR) 23.88%
Value Research
DSP Equity Opportunities Fund
Current NAV 229.39
Return (CAGR) 17.42%
Value Research
SBI Large & Midcap Fund
Current NAV 225.07
Return (CAGR) 14.08%
Value Research
Aditya Birla SL Equity Advantage Fund
Current NAV 416.54
Return (CAGR) 17.17%
Value Research
IDFC Core Equity Fund
Current NAV 44.61
Return (CAGR) 11.04%
Value Research
ICICI Pru Large & Mid Cap Fund
Current NAV 324.64
Return (CAGR) 17.69%
Value Research
HDFC Growth Opportunities Fund
Current NAV 113.55
Return (CAGR) 11.17%
Value Research
Nippon India vision fund
Current NAV 528.92
Return (CAGR) 17.88%
Value Research

Tenure

TenureReturns (CAGR)
1 Month3.65
3 Month3.78
3 YR5.96

SIP Returns

TenureReturns (CAGR)
5 YR3.3
10 YR8.43

Portfolio

Company Name% Assets
ICICI Bank Ltd.5.86
Housing Development Finance Corpn. Ltd.4.49
ITC Ltd.4.46
Infosys Ltd.3.89
State Bank of India3.04
Federal Bank Ltd.2.74
Larsen & Toubro Ltd.2.63
Indusind Bank Ltd.2.61
Axis Bank Ltd.2.58
Bharti Airtel Ltd.2.53

Top Sectoral Holdings

Sector Name% Assets
Financial31.72
Energy13.22
Healthcare8.42
Technology8.21
FMCG7.62
Construction6.98
Automobile5.02
Services4.12
Metals3.79
Engineering2.69

Indicators

LabelValue
Portfolio turnover ratio54
Standard Deviation13.23%
Beta0.87%

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