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Mutual Funds
UTI Core Equity Fund Regular Plan Growth

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UTI Core Equity Fund Regular Plan Growth

UTI Core Equity Fund Regular Plan Growth

  • Very High Risk
  • Equity
  • Large and Mid-Cap
  • Share
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NAV as on Mar 18, 2025
i
Price per unit of the scheme.
₹ 159.6479 1.94% 1 Day Change
-0.94%
Minimum Investment ₹5000
Expense Ratio 2.21%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
UTI Core Equity Fund Regular Plan Growth
VS
Equity: Large and Mid-Cap Average NAV
Topper in Equity: Large and Mid-Cap
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

Check the return on your investment in the fund
UTI Core Equity Fund Regular Plan Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    ₹0
  • Return
    ₹0
  • Current Value
    ₹0

FUND SUMMARY

Benchmark
IISL Nifty LargeMidcap 250 TR INR
Expense Ratio
2.21 %
Category Avg Expense Ratio
0.80%
Minimum Investment (Lumpsum/SIP)
₹5000/₹1500
Lock In (Years)
No Lock-in
Fund Size
₹ 4,046.69 Cr(As on Jan, 2025)
Inception Date
May 20, 2009
Turnover
39.00 %
Exit Load
Less than 1 year – 1%. Greater than or equal to 1 year – Nil

ABOUT THE FUND

Objective: 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.

UTI Core Equity Fund Regular Plan Growth is an Equity - Large and Mid-Cap fund. The fund was launched in May 20, 2009. Its risk level is Very High. The NAV of the fund as on Mar 18, 2025 is ₹159.65. Its expense ratio is 2.21 %. The fund has an AUM of ₹4,046.69 Cr.The fund is managed by V Srivatsa. The minimum initial investment is ₹5000 in Lumpsum mode.

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FUND MANAGER

V Srivatsa
i
Lead Fund Manager.
May 17, 2017- Present
  • Fund Manager Rank 3 Out of 27
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed 3
  • Total AUM ₹ 10,652.96 Cr
  • Highest Return In 1 Yr 12.90 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
₹399.92
0.63%
0.02%
Very High Risk
₹5,956.36Cr
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
₹18.53
0.13%
0.13%
Moderately High risk
₹649.91Cr
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
₹170.50
0.87%
0.30%
Very High Risk
₹4,046.69Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
₹399.92
-6.76%
-8.36%
Very High Risk
₹5,956.36Cr
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
₹18.53
0.50%
-2.80%
Moderately High risk
₹649.91Cr
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
₹170.50
-10.31%
-12.49%
Very High Risk
₹4,046.69Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
₹399.92
-8.09%
-9.92%
Very High Risk
₹5,956.36Cr
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
₹18.53
0.77%
-2.58%
Moderately High risk
₹649.91Cr
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
₹170.50
-12.65%
-14.15%
Very High Risk
₹4,046.69Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
₹399.92
10.91%
6.88%
Very High Risk
₹5,956.36Cr
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
₹18.53
7.40%
6.40%
Moderately High risk
₹649.91Cr
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
₹170.50
12.90%
8.53%
Very High Risk
₹4,046.69Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
₹399.92
15.69%
12.09%
Very High Risk
₹5,956.36Cr
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
₹18.53
10.90%
8.24%
Moderately High risk
₹649.91Cr
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
₹170.50
19.70%
15.44%
Very High Risk
₹4,046.69Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
₹399.92
24.51%
20.68%
Very High Risk
₹5,956.36Cr
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
₹18.53
14.39%
12.15%
Moderately High risk
₹649.91Cr
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
₹170.50
30.40%
25.73%
Very High Risk
₹4,046.69Cr
1M 3M 6M 1Y 3Y 5Y
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
Very High Risk
  • NAV ₹399.92
  • Fund Size ₹5,956.36Cr
Fund Return -0.63%
Category Return 0.02%
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
Moderately High risk
  • NAV ₹18.53
  • Fund Size ₹649.91Cr
Fund Return -0.13%
Category Return 0.13%
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
Very High Risk
  • NAV ₹170.50
  • Fund Size ₹4,046.69Cr
Fund Return -0.87%
Category Return 0.30%
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
Very High Risk
  • NAV ₹399.92
  • Fund Size ₹5,956.36Cr
Fund Return -6.76%
Category Return -8.36%
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
Moderately High risk
  • NAV ₹18.53
  • Fund Size ₹649.91Cr
Fund Return -0.50%
Category Return -2.80%
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
Very High Risk
  • NAV ₹170.50
  • Fund Size ₹4,046.69Cr
Fund Return -10.31%
Category Return -12.49%
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
Very High Risk
  • NAV ₹399.92
  • Fund Size ₹5,956.36Cr
Fund Return -8.09%
Category Return -9.92%
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
Moderately High risk
  • NAV ₹18.53
  • Fund Size ₹649.91Cr
Fund Return -0.77%
Category Return -2.58%
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
Very High Risk
  • NAV ₹170.50
  • Fund Size ₹4,046.69Cr
Fund Return -12.65%
Category Return -14.15%
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
Very High Risk
  • NAV ₹399.92
  • Fund Size ₹5,956.36Cr
Fund Return 10.91%
Category Return 6.88%
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
Moderately High risk
  • NAV ₹18.53
  • Fund Size ₹649.91Cr
Fund Return 7.40%
Category Return 6.40%
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
Very High Risk
  • NAV ₹170.50
  • Fund Size ₹4,046.69Cr
Fund Return 12.90%
Category Return 8.53%
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
Very High Risk
  • NAV ₹399.92
  • Fund Size ₹5,956.36Cr
Fund Return 15.69%
Category Return 12.09%
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
Moderately High risk
  • NAV ₹18.53
  • Fund Size ₹649.91Cr
Fund Return 10.90%
Category Return 8.24%
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
Very High Risk
  • NAV ₹170.50
  • Fund Size ₹4,046.69Cr
Fund Return 19.70%
Category Return 15.44%
UTI Hybrid Equity Fund-Growth - Direct UTI Hybrid Equity Fund-Growth - Direct
Very High Risk
  • NAV ₹399.92
  • Fund Size ₹5,956.36Cr
Fund Return 24.51%
Category Return 20.68%
UTI Equity Savings Fund Direct Growth UTI Equity Savings Fund Direct Growth
Moderately High risk
  • NAV ₹18.53
  • Fund Size ₹649.91Cr
Fund Return 14.39%
Category Return 12.15%
UTI Core Equity Fund-Growth Option - Direct UTI Core Equity Fund-Growth Option - Direct
Very High Risk
  • NAV ₹170.50
  • Fund Size ₹4,046.69Cr
Fund Return 30.40%
Category Return 25.73%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Feb 2025
EQUITY (96.56%)
DEBT (0.00%)
CASH (3.44%)
Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
    --
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    --
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    --
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    --
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    --
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
    --

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    5.56
    This Fund
    VS
    2.38
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    0.96
    This Fund
    VS
    0.97
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    1.43
    This Fund
    VS
    0.94
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    91.72
    This Fund
    VS
    85.07
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    0.83
    This Fund
    VS
    0.58
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    14.17
    This Fund
    VS
    15.03
    Category Avg
Benchmark used in calculation : BSE 200 India TR INR

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
LIC MF Large & Mid Cap Regular Growth LIC MF Large & Mid Cap Regular Growth
₹34.95
3.09%
0.30%
Very High Risk
₹2,915.53 Cr
Canara Robeco Emerging Equities Growth Canara Robeco Emerging Equities Growth
₹229.58
2.30%
0.30%
Very High Risk
₹23,338.91 Cr
Motilal Oswal Large and Midcap Fund Regular Growth Motilal Oswal Large and Midcap Fund Regular Growth
₹27.86
2.25%
0.30%
Very High Risk
₹8,446.92 Cr
Tata Large & Mid Cap Fund Regular Growth Tata Large & Mid Cap Fund Regular Growth
₹475.85
1.84%
0.30%
Very High Risk
₹7,943.04 Cr
DSP Equity Opportunities Fund Growth DSP Equity Opportunities Fund Growth
₹559.84
1.60%
0.30%
Very High Risk
₹13,444.08 Cr
Aditya Birla Sun Life Equity Advantage Fund Growth Aditya Birla Sun Life Equity Advantage Fund Growth
₹796.33
1.45%
0.30%
Very High Risk
₹5,482.76 Cr
LIC MF Large & Mid Cap Regular Growth LIC MF Large & Mid Cap Regular Growth
VERY HIGH RISK
  • NAV ₹34.95
  • Fund Size ₹2,915.53 Cr
Fund Return 3.09%
Category Return 0.30%
Canara Robeco Emerging Equities Growth Canara Robeco Emerging Equities Growth
VERY HIGH RISK
  • NAV ₹229.58
  • Fund Size ₹23,338.91 Cr
Fund Return 2.30%
Category Return 0.30%
Motilal Oswal Large and Midcap Fund Regular Growth Motilal Oswal Large and Midcap Fund Regular Growth
VERY HIGH RISK
  • NAV ₹27.86
  • Fund Size ₹8,446.92 Cr
Fund Return 2.25%
Category Return 0.30%
Tata Large & Mid Cap Fund Regular Growth Tata Large & Mid Cap Fund Regular Growth
VERY HIGH RISK
  • NAV ₹475.85
  • Fund Size ₹7,943.04 Cr
Fund Return 1.84%
Category Return 0.30%
DSP Equity Opportunities Fund Growth DSP Equity Opportunities Fund Growth
VERY HIGH RISK
  • NAV ₹559.84
  • Fund Size ₹13,444.08 Cr
Fund Return 1.60%
Category Return 0.30%
Aditya Birla Sun Life Equity Advantage Fund Growth Aditya Birla Sun Life Equity Advantage Fund Growth
VERY HIGH RISK
  • NAV ₹796.33
  • Fund Size ₹5,482.76 Cr
Fund Return 1.45%
Category Return 0.30%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
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MODERATELY HIGH RISK --
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Fund Return 297.43%
Category Return --
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HIGH RISK --
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Fund Return 297.23%
Category Return --
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LOW TO MODERATE RISK --
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Fund Return 297.20%
Category Return --
UTI Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option UTI Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
MODERATE RISK --
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Fund Return 296.86%
Category Return --
UTI Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option UTI Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
MODERATE RISK --
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Fund Return 296.85%
Category Return --
UTI Credit Risk Fund (Segregated - 13092019) - Direct Plan - Growth Option UTI Credit Risk Fund (Segregated - 13092019) - Direct Plan - Growth Option
MODERATELY HIGH RISK --
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  • Fund Size ₹30.86 Cr
Fund Return 264.19%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

UTI Asset Management Co Ltd
UTI Asset Management Co Ltd manages assets worth ₹ 3,21,053.55 crores. It’s current offering of mutual fund schemes includes 32 equity, 37 debt and 7 hybrid schemes.
Phone
+91-22-6678 6666
Email
pms_care@uti.co.in
AUM
₹ 3,21,053.55 Cr (
As on Jan 2025
)
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 ,Mumbai ,400051

FAQ’S

What is the category of UTI Core Equity Fund Regular Plan Growth ?
The category of UTI Core Equity Fund Regular Plan Growth is Equity - Large and Mid-Cap
What is the current NAV of UTI Core Equity Fund Regular Plan Growth ?
The current NAV of UTI Core Equity Fund Regular Plan Growth (as on Mar 18, 2025) is ₹ 159.65
How safe is UTI Core Equity Fund Regular Plan Growth?
The risk level of UTI Core Equity Fund Regular Plan Growth is Very High .
What are short term returns given by UTI Core Equity Fund Regular Plan Growth?
The return given by UTI Core Equity Fund Regular Plan Growth in 1 month is 0.94%, 3 months is -10.52%, 6 months is -13.04%, and 1 year is 11.89%.
What are the long term returns given by UTI Core Equity Fund Regular Plan Growth?
The return given by UTI Core Equity Fund Regular Plan Growth in 3 years is 18.79% and 5 years is 29.53%.
What is the expense ratio of UTI Core Equity Fund Regular Plan Growth?
The expense ratio of UTI Core Equity Fund Regular Plan Growth is 2.21 %
What is the AUM of UTI Core Equity Fund Regular Plan Growth
The assets under Management (AUM) of UTI Core Equity Fund Regular Plan Growth is Rs 4,046.69 crores.
What is the minimum investment in UTI Core Equity Fund Regular Plan Growth?
The minimum Lumpsum investment in UTI Core Equity Fund Regular Plan Growth is ₹5000 and the minimum SIP investment in UTI Core Equity Fund Regular Plan Growth is ₹1500
What is the asset allocation of UTI Core Equity Fund Regular Plan Growth?
The UTI Core Equity Fund Regular Plan Growth has an exposure of 96.56% in Equity, and 3.44% in Cash & Money Market Securities

CALCULATORS

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