Fund Facts
Fund Overview
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 |
|---|
| Name | Weight(%) |
|---|
Quantitative Indicators
| Quantitative Indicators | Fund | Benchmark |
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Fund Managers
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?
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.
