UTI Core Equity Fund

Mutual Fund-

By Rajendra Mar 25, 2023 image source -Unsplash Scheme Analysis

Top 5 Holding

HDFC Bank ICICI Bank Infosys ITC Federal Bank 5.80 4.20 4.00 3.34 3.04 Total 20.38

Fund maintains a well-diversified portfolio & avoids sector as well as stock concentration Image Credit - Unsplash

Financial Services

29.00 11.00 10.00 10.00 5.00

Investors looking to build their core equity portfolio for a steady wealth creation Investment Horizon Image Credit - Unsplash

Over Weights

Forties Health care 2.40% Federal Bank 2.2% HCL Tech 2.2% Coromandel 2.0% HDFC Bank 1.9% Reliance - 3.5% TCS - 1.9% Hind Unilever -1.2% Kotak Bank -1.4% Max Healthcare -0.9%

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 12,177 46,556 87,114 2.77% 17.49% 14.17% Monthly SIP of 1,000

Scheme Performance

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Mutual Fund-

UTI Core Equity Fund

Category

Inception

Benchmark

AUM - 13,529 Cr

Fund Manager

V. Srivastsa