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Jama - UTI Core Equity Fund


UTI Core Equity Fund

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Equity-Large & Mid Cap
NAV : 113.8951
(+0.2225999999999999
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)
AUM : ₹15 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.28%7.23%3.35%18.79%11.63%28.86%12.33%



NAV History



Expense Ratio Trends


Fund Details

The Fund is positioned to invest in both Large & Mid capitalisation stocks. Large cap stocks endeavour to provide stability & liquidity and mid cap stocks can potentially generate superior returns to the portfolio. The Fund maintains a well-diversified portfolio and avoids sector as well as stock concentration
NAV113.8951
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio163.0%
Exit Load : Exit load upto 3% of NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,660₹1,01,497₹163
After 1 year₹1,18,786₹1,17,987₹799
After 3 years₹2,13,985₹2,10,265₹3,720
After 20 years₹1,59,42,311₹1,41,83,254₹17,59,057

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 28.86% Past 3 yr Data




Fund Objective:
The fund aims to provide long term capital appreciation/ dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.
Fund Manager:
V. Srivatsa