• Mutual Funds
  • UTI Mutual Fund
  • UTI Core Equity Fund (Growth)

Formerly UTI Top 100 Gr

UTI Mutual Fund

UTI Core Equity Fund (Growth)

EquityLarge & Mid Cap

103.729

NAV (Nov 25)

10%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

103.729

NAV (Nov 25)

Fund Returns

Last 1Y

3.2%

Last 3Y

19.2%

Last 5Y

10%

Last 10Y

13.1%

Since Inception

12.3%

6 Month CAGR

16.6%

Scheme Information

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.

Expense Ratio

2.16

Launched (13y ago)

May 20, 2009

AUM in Crores

1503.554

ISIN

INF789F01869

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24.3

Standard Deviation (5yr)

20.8

Beta (3yr)

1.01

Beta (5yr)

0.99

Sharpe Ratio (3yr)

0.698

Sharpe Ratio (5yr)

0.329

YTM

0

Fund Managers

V Srivatsa

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

icici bank ltd

5.5%
5.5%

hdfc bank ltd

5.3%
5.3%

itc ltd

3.6%
3.6%

the federal bank ltd

3.6%
3.6%

state bank of india

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

29.9%
29.9%

consumer cyclical

11.8%
11.8%

technology

10.9%
10.9%

industrials

10%
10%

healthcare

9.3%
9.3%
See all sectors

Compare UTI Core Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    16.2%

    11.7%

    3.9%

    6.7%

    17.3%

    14.6%

    16.4%

    15.7%

    UTI Core Equity Fund (G) Review

    UTI Core Equity Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.3% over a period of 13 years. The fund was previously known as UTI Top 100 Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is V Srivatsa.

    Nav of UTI Core Equity Fund (G) as of 11/25/2022 is ₹103.73 with the total AUM as of 11/27/2022 is ₹1503.554. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Core Equity Fund (G) was launched on May 20, 2009. The category risk of the fund is Very High Risk.

    The minimum SIP amount for UTI Core Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    UTI Core Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty LargeMidcap 250 TR INR.

    UTI Core Equity Fund (G) is rated as a 2 fund in Equity and delivered 3.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Core Equity Fund (G).

    Frequently Asked Questions

    What is UTI Core Equity Fund (G)?

    UTI Core Equity Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI Core Equity Fund (G)?

    You can invest in UTI Core Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of UTI Core Equity Fund (G)?

    The minimum sip amount for UTI Core Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is UTI Core Equity Fund (G) good to invest in?

    As per Scripbox experts, UTI Core Equity Fund (G) is a Neutral fund. You can investUTI Core Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the UTI Core Equity Fund (G)?

    The expense ratio of the UTI Core Equity Fund (G) is 2.16% for regular plan.