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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
₹ 1,453 Cr
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Neutral
View all 7 analysis
Want the large and mid cap funds that are right for your long term equity investment needs?
NAV (Sep 26)
6 Month CAGR
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.
Launched (13y ago)
May 20, 2009
AUM in Crores
IISL Nifty LargeMidcap 250 TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
icici bank ltd6%
hdfc bank ltd5.4%
state bank of india3.6%
the federal bank ltd3.3%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,714 cr
₹ 10,218 cr
₹ 14,940 cr
₹ 10,218 cr
₹ 14,940 cr
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 189,617 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
UTI Core Equity Fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.1% over a period of 13 years. The fund was previously known as UTI Core Equity Reg DP. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is V Srivatsa.
Nav of UTI Core Equity Fund (PIDCW-A) as of 9/26/2022 is ₹47.49 with the total AUM as of 9/27/2022 is ₹1453.232. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Core Equity Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 1 fund in Equity and delivered -0.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Core Equity Fund (PIDCW-A).
What is UTI Core Equity Fund (PIDCW-A)?
How to invest in UTI Core Equity Fund (PIDCW-A)?
You can invest in UTI Core Equity Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for UTI Core Equity Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Core Equity Fund (PIDCW-A) good to invest in?
As per Scripbox experts, UTI Core Equity Fund (PIDCW-A) is a Not Recommended fund. You can investUTI Core Equity Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the UTI Core Equity Fund (PIDCW-A) is 2.55% for regular plan.