UTI Core Equity Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Long term capital growth

• Investment predominantly in equity instruments of Top 100 companies by market capitalisationModerately High Leve

Fund Info

Scheme Class	Equity
Scheme Category	Large & Mid- Cap
Benchmark Type	S&P BSE 100
Expense Ratio	2.08%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 833
AMC AUM (in Crs.)	₹ 1,59,694
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
IDFC Core Equity Fund - Direct Plan	1000	1000	11.44%
Principal Emerging Bluechip - Direct Plan	1000	1000	12.87%
Canara Robeco Emerging Equities - Direct Plan	0	1000	15.07%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	6
Infosys Ltd	Equity	5
Housing Development Finance Corp Ltd	Equity	5
ITC Ltd	Equity	4
Larsen & Toubro Ltd	Equity	3
Mphasis Ltd	Equity	3
The Federal Bank Ltd	Equity	3
Hero MotoCorp Ltd	Equity	2
Lupin Ltd	Equity	2
Bharti Airtel Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	97
Cash	2
Cash - CD Time Deposit	1

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	14
Information Technology Services	9
Drug Manufacturers - Specialty & Generic	7
Specialty Finance	6
Utilities - Independent Power Producers	5

UTI Mutual Fund

AUM

₹1,59,694 Cr

About

UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.##UTI AMC, India most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

service@uti.co.in

Phone

1800 26 61230

Address

UTI Tower , `GN' Block,,Bandra Kurla Complex,,Bandra (E), Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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