1. Advisorkhoj
  2. UTI - Core Equity Fund - Regular Plan - Growth Option

UTI - Core Equity Fund - Regular Plan - Growth Option

(Erstwhile UTI - Top 100 Fund- Growth Option)

Category: Equity: Large and Mid Cap
Launch Date: 01-08-2005
Asset Class: Equity
Benchmark: Nifty Large Midcap 250 TRI
Expense Ratio: 2.43% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 915.23 Cr As on (30-06-2018)
Turn over: 91%
NAV as on 14-08-2018

63.5072

0.48 (0.7555%)

CAGR Since Inception

12.47%

Nifty Large Midcap 250 TRI 16.08%

PERFORMANCE of UTI - Core Equity Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 14-08-2018

Yearly Performance (%)

Fund Managers

Mr. V Srivatsa

Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore. Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.

Investment Objective

The scheme aims to provide long term capital appreciation / dividend distribution be investing atleast 65 per cent of assets in equity and equity related instruments of top 100 stocks by market capitalization listed on BSE. Rest of the assets will be invested in other equities or money & debt market securities.

RETURNS CALCULATOR for UTI - Core Equity Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of UTI - Core Equity Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI - Core Equity Fund - Regular Plan - Growth Option 13.48 0.74 5.39 0.22 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of UTI - Core Equity Fund - Regular Plan - Growth Option

Period
Data as on - 14-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI - Core Equity Fund - Regular Plan - Growth Option 01-08-2005 7.34 11.22 7.23 16.04 10.66
Sundaram Large and Midcap Growth 27-02-2007 19.77 20.79 14.2 22.54 12.43
Invesco India Growth Opportunities Fund - Growth 09-08-2007 18.93 18.46 12.73 21.15 14.47
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 16.12 15.35 10.77 18.69 12.42
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 15.62 16.33 11.33 17.75 0.0
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 14.67 15.43 10.49 16.91 0.0
Canara Robeco Emerging Equities - Regular Plan - GROWTH 11-03-2005 13.5 20.59 15.4 33.58 20.39
Principal Emerging Bluechip Fund - Growth Option 12-11-2008 12.38 19.05 14.98 29.64 0.0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 25-02-2015 12.01 18.96 13.35 0.0 0.0
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 09-07-2010 11.51 20.26 17.17 32.78 0.0

PORTFOLIO ANALYSIS of UTI - Core Equity Fund - Regular Plan - Growth Option

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback