UTI-Core Equity Fund – Direct Growth
500
Min SIP
5,000
Min Lumpsum
1.31 %
Expense Ratio
Rating
1,925
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.5% | 28.6% | 15.1% | 14.2% | ||||
| Category Average | 17.5% | 27.6% | 16.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.2
Alpha
4.28
SD
0.96
Beta
1.76
Sharpe
Exit Load
| Exit Load | Less than 1 year - 1%. Greater than or equal to 1 year - NIL. |
|---|
Fund Objective
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.
Fund Managers
V Srivatsa
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large & Mid Cap .
-
- 11,197
-
23.9%Fund Size - 11,197
-
31.6%Fund Size - 11,197
-
17.7%Fund Size - 11,197
-
- Equity .
- Large & Mid Cap .
-
- 9,364
-
20.2%Fund Size - 9,364
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31.1%Fund Size - 9,364
-
17.2%Fund Size - 9,364
-
- Equity .
- Large & Mid Cap .
-
- 14,682
-
16.9%Fund Size - 14,682
-
28.8%Fund Size - 14,682
-
17.3%Fund Size - 14,682
-
- Equity .
- Large & Mid Cap .
-
- 2,846
-
23.8%Fund Size - 2,846
-
27.5%Fund Size - 2,846
-
15.7%Fund Size - 2,846
-
- Equity .
- Large & Mid Cap .
-
- 15,013
-
19.4%Fund Size - 15,013
-
26%Fund Size - 15,013
-
18%Fund Size - 15,013
AMC Contact Details
UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
How to invest in UTI-Core Equity Fund – Direct Growth ?
You can invest in UTI-Core Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Core Equity Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Core Equity Fund – Direct Growth ?
The NAV of UTI-Core Equity Fund – Direct Growth is ₹129.7 as of 21 September 2023.
How to redeem UTI-Core Equity Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Core Equity Fund – Direct Growth?
The minimum SIP amount of UTI-Core Equity Fund – Direct Growth is ₹500
What are the top sectors UTI-Core Equity Fund – Direct Growth has invested in?
The top sectors UTI-Core Equity Fund – Direct Growth has invested in are
- Banks - 22.53%
- IT-Software - 8.73%
- Pharmaceuticals & Biotech - 8.16%
- Automobiles - 6.61%
- Cash & Others - 4.67%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Core Equity Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of UTI-Core Equity Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have UTI-Core Equity Fund – Direct Growth generated ?
The UTI-Core Equity Fund – Direct Growth has delivered 14.2% since inception
What is the expense ratio of UTI-Core Equity Fund – Direct Growth ?
The expense ratio of UTI-Core Equity Fund – Direct Growth is 1.31 % as of 21 September 2023.
What is the AUM of UTI-Core Equity Fund – Direct Growth?
The AUM of UTI-Core Equity Fund – Direct Growth is ₹2,48,191 Cr as of 21 September 2023
What are the top stock holdings of UTI-Core Equity Fund – Direct Growth?
The top stock holdings of UTI-Core Equity Fund – Direct Growth are
- HDFC Bank - 8.45%
- ICICI Bank - 3.97%
- Infosys - 3.7%
- Federal Bank - 3.54%
- Reliance Industr - 3.25%
How can I redeem my investments in UTI-Core Equity Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Core Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Core Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.