UTI Core Equity Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
UTI - Core Equity Fund - Regular Plan - Growth Option -1.84 4.08 62.42 6.26 10.50 11.30
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty LargeMidcap 250 Index -1.45 1.95 64.63 9.05 N/A 9.31
Nifty LargeMidcap 250 Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI - Core Equity Fund - Regular Plan - Growth Option May 20, 2009 Unrated 62.42 6.26 10.50 2.72 929.54
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 64.04 15.55 19.84 1.74 16,190.41
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 55.86 10.05 16.17 1.80 8,179.01
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 56.22 9.58 14.09 1.93 5,746.92
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 55.86 11.62 14.88 1.98 5,518.22
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 63.18 8.22 12.77 2.16 5,004.13

Fund Holdings as on 31-March-2021

  • EQ ICICI BANK LTD

  • EQ INFOSYS LTD.

  • EQ STATE BANK OF INDIA

  • EQ HDFC LTD.

  • EQ LARSEN & TOUBRO LTD.

  • EQ AXIS BANK LTD.

  • EQ ITC LTD.

  • EQ GUJARAT STATE PETRONET LTD.

  • EQ TATA POWER COMPANY LTD.

  • EQ CUMMINS INDIA LTD.

  • EQ WIPRO LTD.

  • EQ BHARTI AIRTEL LTD.

  • EQ FEDERAL BANK LTD.

  • EQ HDFC BANK LTD.

  • EQ AJANTA PHARMA LIMITED

  • EQ MOTILAL OSWAL FINANCIAL SERVICES LTD.

  • EQ MPHASIS LTD

  • EQ FORTIS HEALTHCARE LTD.

  • EQ MAX FINANCIAL SERVICES LTD.

  • EQ RELIANCE INDUSTRIES LTD.

  • EQ PHOENIX MILLS LTD

  • EQ COROMANDEL INTERNATIONAL LTD.

  • EQ AMBUJA CEMENTS LTD.

  • NET CURRENT ASSETS

  • EQ SUN PHARMACEUTICALS INDUSTRIES LTD.

  • EQ TATA STEEL LTD.

  • EQ ADITYA BIRLA FASHION & RETAIL LTD.

  • EQ ADITYA BIRLA CAPITAL LTD

  • EQ EMAMI LTD.

  • EQ BHARAT ELECTRONICS LTD.

  • EQ BHARAT FORGE LTD.

  • EQ SCHAEFFLER INDIA LTD

  • EQ TATA MOTORS LTD.

  • EQ BAJAJ AUTO LTD.

  • EQ CADILA HEALTHCARE LTD.

  • EQ LIC HOUSING FINANCE LTD.

  • EQ ASHOK LEYLAND LTD.

  • EQ CESC LTD

  • EQ VARDHMAN TEXTILES LTD.

  • EQ CIPLA LTD.

  • EQ MAHINDRA & MAHINDRA LTD.

  • EQ HINDALCO INDUSTRIES LTD.

  • EQ MRF LTD.

  • EQ MOTHERSON SUMI SYSTEM LTD.

  • EQ BHARAT PETROLEUM CORPORATION LTD.

  • EQ ERIS LIFESCIENCES LTD

  • EQ CHOLAMANDALAM FINANCIAL HOLDINGS LTD

  • EQ TECHNO ELECTRIC & ENGINEERING CO LTD.

  • EQ AUROBINDO PHARMA LTD.

  • EQ GHCL LTD.

  • EQ PRINCE PIPES AND FITTINGS LTD

  • EQ DCM SHRIRAM LTD.

  • EQ RADICO KHAITAN LTD.

  • EQ HINDUSTAN ZINC LTD.

  • EQ ADVANCED ENZYME TECHNOLOGIES LTD

  • EQ TORRENT POWER LTD.

  • EQ GREAT EASTERN SHIPPING CO. LTD.

  • EQ PNC INFRATECH LTD

  • EQ HERITAGE FOODS LTD.

  • EQ CARBORANDUM UNIVERSAL LTD.

  • EQ MULTI COMMODITY EXCHANGE OF INDIA LTD

  • EQ B S REFRIGERATORS LTD.

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Finance - Housing

  • Power Generation/Distribution

  • Bank - Public

  • Finance - NBFC

  • Cigarettes/Tobacco

  • Refineries

  • Gas Transmission/Marketing

  • Diesel Engines

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Finance - Others

  • Fertilizers

  • Construction - Real Estate

  • Cement & Construction Materials

  • Miscellaneous

  • Metal - Non Ferrous

  • Steel & Iron Products

  • Retailing

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Forgings

  • Bearings

  • Automobile Two & Three Wheelers

  • Automobiles-Trucks/Lcv

  • Textile

  • Automobiles - Passenger Cars

  • Tyres & Allied

  • Auto Ancillary

  • Finance - Investment

  • Chemicals

  • Diversified

  • Plastic Products

  • Breweries & Distilleries

  • Shipping

  • Consumer Food

  • Abrasives

  • Finance - Stock Broking

  • Consumer Durables - Domestic Appliances

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Fund Manager

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About UTI Core Equity Fund

Scheme Analysis

UTI Core Equity Fund is a Equity - Large & Mid Cap Fund fund and belongs to UTI Mutual Fund. It was launched on 20-May-2009 and currently has an AUM of ₹929.54 crore. UTI Core Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty LargeMidcap 250 Index as primary index and Nifty LargeMidcap 250 Index - TRI as secondary index.

The NAV of UTI Core Equity Fund ended up ₹0.1(0.13%)yesterday to ₹77.4231.

Among its top 3 holdings the fund has exposure to EQ ICICI BANK LTD, and

The UTI Core Equity Fund is managed by V. Srivatsa .

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com