- Mutual Funds
- UTI Mutual Fund
- UTI Core Equity Fund (RIDCW-A)
Formerly UTI Core Equity Reg DR
UTI Core Equity Fund (RIDCW-A)
₹ 60.0319
NAV (Oct 03)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 60.0319
NAV (Oct 3)
Fund Returns
Last 1Y | 27.1% |
Last 3Y | 28.8% |
Last 5Y | 15.5% |
Last 10Y | 14.9% |
Since Inception | 12.9% |
6 Month CAGR | 26.1% |
Scheme Information
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 | 2.12 |
Launched (14y ago) | May 20, 2009 |
AUM in Crores | 1925.888 |
ISIN | INF789F01851 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.7 |
Standard Deviation (5yr) | 20 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 1.486 |
Sharpe Ratio (5yr) | 0.574 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Core Equity Fund (RIDCW-A) | 10,78,590 | 3,45,978 | 15.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
8.4%net current assets
5%icici bank ltd
4%infosys ltd
3.7%the federal bank ltd
3.5%Allocation by Sector
financial services
30.7%consumer cyclical
10.8%healthcare
10.8%basic materials
10.6%technology
10%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,862 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.8% | ||
21.6% | 11.6% | ||
5.1% | 7.2% | ||
23.2% | 14.9% | ||
20.4% | 15.5% |
UTI Core Equity Fund (RIDCW-A) Review
UTI Core Equity Fund (RIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.9% over a period of 14 years. The fund was previously known as UTI Core Equity Reg DR. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is V Srivatsa.
Nav of UTI Core Equity Fund (RIDCW-A) as of 10/3/2023 is ₹60.03 with the total AUM as of 10/4/2023 is ₹1925.888. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Core Equity Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 3 fund in Equity and delivered 27.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Core Equity Fund (RIDCW-A).
Frequently Asked Questions
What is UTI Core Equity Fund (RIDCW-A)?
How to invest in UTI Core Equity Fund (RIDCW-A)?
You can invest in UTI Core Equity Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for UTI Core Equity Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Core Equity Fund (RIDCW-A) good to invest in?
As per Scripbox experts, UTI Core Equity Fund (RIDCW-A) is a Neutral fund. You can investUTI Core Equity Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the UTI Core Equity Fund (RIDCW-A) is 2.12% for regular plan.