3 Year return
21.57%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹4086.38 Cr.
Expense Ratio
1.11% (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
|
---|---|---|
Motilal Oswal Large and Midcap Fund |
26.9% |
0 |
Quant Large and Mid Cap Fund |
25.63% |
4 |
Bandhan Core Equity Fund |
24.2% |
3.5 |
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 IDCW Payout
UTI Core Equity Fund Direct Plan IDCW Payout is a mutual fund investment scheme offered by UTI mutual fund. The UTI Core Equity Fund falls under the "Equity - Large and Mid Cap" category. This category signifies that the fund primarily focuses on investments in both large-cap and mid-cap companies, aiming for a diversified approach. The UTI Core Equity Fund is an open-ended fund, which means you can buy and sell units on any business day. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can help to improve their returns over the long term.
Investment Objectives of the Scheme
The fund's main objective is to provide long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity-related instruments. By targeting both large-cap and mid-cap segments, the fund aims to benefit from potential growth opportunities while maintaining a balance of stability.
Key Features of The Fund
5-year return | 24.91% |
Expense Ratio | 1.11% |
Fund Manager | V Srivatsa |
Fund Size | ₹4086.38 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This fund could be suitable for investors seeking a mix of growth and diversification within their investment portfolio. If you're interested in capturing opportunities across different market segments and are comfortable with a moderate level of risk, the UTI Core Equity Fund might align well with your investment strategy. It's particularly relevant for those with a medium to the long investment horizon.
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.
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FAQs
What is today's NAV of UTI Large and Mid Cap Fund Direct Plan IDCW Payout?
What is the AUM of UTI Large and Mid Cap Fund Direct Plan IDCW Payout?
What is the expense ratio of UTI Large and Mid Cap Fund Direct Plan IDCW Payout?
What are the returns of UTI Large and Mid Cap Fund Direct Plan IDCW Payout since inception?
What is the minimum SIP amount to invest in UTI Large and Mid Cap Fund Direct Plan IDCW Payout?
How do I invest in UTI Large and Mid Cap Fund Direct Plan IDCW Payout?
- 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 Direct Plan IDCW Payout?
- 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 Direct Plan IDCW Payout?
- 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 Direct Plan IDCW Payout?
- 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.