Mutual Fund- 

UTI Core Equity Fund

By Rajendra

Oct 10, 2022

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Scheme Analysis

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UTI Core Equity Fund

Category 

Large & Mid Cap

Inception

May 20, 2009

Benchmark

Nifty  LargMid Cap 250

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AUM  - 1434 Cr

Fund Manager

V. Srivatsa

The Fund is positioned to invest in both Large & Mid capitalization stocks

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Top 5 Holding

ICICI Bank

HDFC Bank

ITC

SBI

Federal Bank

5.72

5.25

3.83

3.44

3.37

Total  -21.61

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

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Financial Services

Healthcare

Information Technology

Top 5 Sector

30.02

9.44

9.07

7.98

7.33

Capital Goods

Automobile

Investors looking to build their core equity portfolio for a steady wealth creation Investment Horizon

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

5 Year

Period

Returns

-1.06%

18.59%

10.43%