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Uti Core Equity Fund - Direct Growth Plan

Equity | Large & Mid Cap

(NAV as of 24/05/2024)
165.91 (-0.07)

3Y Returns

22.81%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

1.25%

Fund Size

2380 Cr

Inception Date

01-Jan-13

Fund Manager

V. Srivatsa

Exit Load

1% before 1Y, Nil on or after 1Y.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

93.89%

Debt & Others

6.11%

Market Cap Allocation

Large Cap

47.59%

Mid Cap

39.42%

Small Cap

6.88%

Other Cap

6.11%

Sector Allocation

Banks

23.76%

Automobiles

9.90%

Internet and Technology

8.69%

Pharmaceuticals

8.52%

Cash/Deposits/Margins/Treps/Repo/Swaps

5.42%

Top Ten Holdings

HDFC Bank Ltd

8.50%

Cash/Bank/Net Current Assets/(Liabilities)

5.39%

ICICI Bank Ltd

5.26%

Reliance Industries Ltd

4.53%

Infosys Ltd

3.22%

Investment 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 House Detail

AMC Name

UTI Asset Management Company Private Limited

Address

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

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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