3 Year return
24.39%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3931.11 Cr.
Expense Ratio
1.15% (inclusive of GST)
Exit Load
Less than 1 year - 1%.Greater than or equal to 1 year - NIL.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
UTI Mutual Fund Managers
VS
V Srivatsa
Fund Manager since Aug 2018
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Large and Mid Cap Fund |
28.89% |
4 |
Bandhan Core Equity Fund |
28.25% |
3.5 |
ICICI Prudential Large and Mid Cap Fund |
25.26% |
3 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
About UTI Core Equity Fund Direct Plan Growth
UTI Core Equity Fund Direct Plan Growth is an open-ended equity fund that mostly invests in large and midcap stocks. This large and midcap fund, which is under the UTI Mutual Fund, concentrates on stocks that have the potential to increase in value but are trading below their long-term averages or at undervalued levels. This fund has NIFTY Large Midcap 250 Total Return Index set as its benchmark.
Investment Objective of The Scheme
By primarily investing in equities and equity-related securities of large size and mid cap companies, UTI Core Equity Fund Direct Plan Growth seeks to provide long-term financial appreciation. The goal of large cap companies is to offer stability and liquidity, whereas mid cap stocks have the potential to produce better returns for the portfolio. UTI Core Equity Fund Direct Plan Growth minimises sector and stock concentration and maintains a well-diversified portfolio.
Key Features of The Fund
5-year return | 27.11% |
Expense Ratio | 1.15% |
Fund Manager | V Srivatsa |
Fund Size | ₹3931.11 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This scheme may be suitable for investors that would want to have a portfolio that includes both large- and mid-cap stocks. If you want to steadily increase your wealth by building your main equity portfolio, you may consider investing in UTI Core Equity Fund Direct Plan Growth. The fund is best used for investments with a term horizon of at least five years. Systematic Investment Plans (SIPs) may aid in reducing the volatility of the overall equities market. However, in case you have any doubts regarding the scheme, do consult your financial advisor.
AMC Contact Details
Name | UTI Mutual Fund |
Launch Date | January 2003 |
Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
Contact | 1800 266 1230 (+91) 022 6227 8000 022 – 68990800 |
service@uti.co.in | |
Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Secure Your Retirement With SIPs
FAQs
What is today's NAV of UTI Large and Mid Cap Fund?
What is the AUM of UTI Large and Mid Cap Fund?
What is the expense ratio of UTI Large and Mid Cap Fund?
What are the returns of UTI Large and Mid Cap Fund since inception?
What is the minimum SIP amount to invest in UTI Large and Mid Cap Fund?
How do I invest in UTI Large and Mid Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Large and Mid Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Large and Mid Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Large and Mid Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.