UTI - Core Equity Fund - Direct Plan - Growth Option

UTI - Core Equity Fund - Direct Plan - Growth Option of UTI Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.93

Age

NA Years

Fund Manager

V Srivatsa

AuM (Rs Crores)

883.1922

Asset Class

Multi-Cap

Net Asset Value:

61.7887

Rating

2

Exit Load

0.01

Benchmark

Nifty LargeMidcap 250 TRI

Fund Type

Multi Cap

SEBI Category

Large & Mid Cap Fund

Turnover Ratio(Monthly)

87.27%

Fund Manager Details:

V Srivatsa B.Com graduate, C.A., C.W.A. and has a PGDM from IIM, Indore. He has been with UTI AMC since 22. Prior to joining UTI he has worked with Ford, Rhodes Parks & Co., Chartered Accountants for 3 years and as Officer- Officer-Audit in Madras Cements Ltd... Presently he is working as an Offshore Fund Manager.

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.

Top Holdings:

  • Finance (16.49)
  • Banks (11.13)
  • Pharmaceuticals (9.86)
  • Power Generation & Distribution (7.96)
  • IT - Software (7.87)
  • Automobile (7.31)
  • Tobacco Products (6.56)
  • Infrastructure Developers & Operators (4.2)
  • Mining & Mineral products (3.4)
  • Chemicals (2.59)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition