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  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 Funds Diversified
Launch Date: 01-08-2005
Asset Class: Equity
Benchmark: S&P BSE 100
Expense Ratio: 2.46% As on (30-04-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 948.17 Cr As on (31-05-2018)
Turn over: 105%
NAV as on 22-06-2018

62.4694

0.35 (0.5681%)

CAGR Since Inception

12.48%

S&P BSE 100 14.1%

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

Scheme Performance (%)

Data as on - 22-06-2018

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 Funds Diversified - - - - - -

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

Period
Data as on - 22-06-2018
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 6.88 13.34 8.57 15.98 10.68
Axis Bluechip Fund - Growth 05-01-2010 20.12 18.27 12.07 17.03 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 19.28 23.65 15.46 19.38 0.0
Invesco India Contra Fund - Growth 11-04-2007 18.38 22.18 14.91 24.88 16.99
UTI - Equity Fund-Growth Option 01-08-2005 17.37 16.48 11.07 18.38 14.44
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 16.91 18.58 13.31 19.67 0.0
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 14.71 12.98 6.74 17.81 0.0
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 14.7 22.28 16.16 21.19 0.0
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 14.43 16.77 9.65 16.64 0.0
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 14.41 16.78 9.65 16.64 0.0

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

Asset Allocation (%)

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