UTI Core Equity Fund

Equity - Large & Mid Cap Fund

An open-ended equity scheme predominantly investing in large & mid capitalisation stocks. The Fund focuses on stocks that are below its long term averages and/or undervalued, but are potential for value unlocking.

Snapshot

Fund Type
Inception
Risk Metric
Returns
1 Year
3 Year
5 Year
NAV

Fund Facts

Month End AuM
Monthly Avg. AuM
No. of Folio Accounts
Minimum Investment Amount
Total Expense Ratio
Benchmark Index
Special Facitilities
Exit Load

Fund Performance

Period Fund Performance Vs Benchmark (CAGR) Growth for Rs 10,000 /-
NAV (%) NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

Fund Benchmark Net
Current Asset Allocation
Top 10 Holdings
View All
Name Weight(%)
Overweight (Top 5)
Underweight (Top 5)

Quantitative Indicators

Quantitative Indicators Fund Benchmark

Fund Managers

Frequently asked questions

    What are large and midcap funds?

    Large and Mid Cap funds are equity funds investing primarily in a mix of large and mid-sized companies. These funds invest minimum of 35% of total assets each in equity & equity related instruments of large cap and mid cap companies.

    What is the investment objective of UTI core equity fund?

    The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies.
    However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

    Who can invest in UTI core equity fund?

    Suitable for Investors who wish to own a portfolio of both large & mid capitalisation stocks and Investors looking to build their core equity portfolio for long-term wealth creation.

    What is the taxation on UTI core equity fund?

    Visit: visit https://doc.utimf.com/v1/AUTH_5b9dd00b-8132-4a21-a800-711111810cee/UTIContainer/UTI%20Tax%20Ready%20Reckoner_FY%202021-2220210325-055845.pdf?_ga=2.199849389.2057877468.1618121230-1748212671.1577075029

    What are the benefits of investing in UTI Core Equity Fund?

    The scheme is designed for such investors who seek exposure to a portfolio of investing in both large and mid market capitalization stocks following a value style of investing in its approach. The Fund makes conscious efforts of reducing the volatility in the portfolio returns through a well-h4ersified portfolio and avoids sector as well as stock concentration. The Fund endeavours to deliver consistent returns, emphasis on h4ersification so as to ride out volatility.