Uti Core Equity Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 6
BMSMONEY Rating
Growth Option As On: 24-04-2024
NAV ₹150.55 (R) +0.39% ₹159.55 (D) +0.39%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 46.47% 24.05% 19.39% 14.91% 15.55%
LumpSum Dir. P 47.6% 24.89% 20.11% 15.59% 16.18%
SIP Reg. P 45.02% 24.31% 25.5% 20.08% 16.66%
SIP Dir. P 46.25% 25.19% 26.31% 20.78% 17.3%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.08 0.57 1.03 3.01% 0.15
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.7% -12.34% -11.51% 0.9 9.01%

NAV Date: 24-04-2024

Scheme Name NAV Rupee Change Percent Change
UTI Core Equity Fund - Regular Plan - IDCW 73.34
0.2800
0.3900%
UTI Core Equity Fund - Direct Plan - IDCW 78.4
0.3000
0.3900%
UTI - Core Equity Fund - Regular Plan - Growth Option 150.55
0.5800
0.3900%
UTI - Core Equity Fund - Direct Plan - Growth Option 159.55
0.6200
0.3900%

Review Date: March 28, 2024

Performance of the UTI Core Equity Fund has been analyzed on 20 performance parameters. Out of eight return parameters, the fund has two return parameters in first quartile; whereas one risk parameter (out of five) in first quartile. Similarly four risk-adjusted performance parameters are in first quartile. Based on this performance UTI Core Equity Fund has achieved sixth (out of 26 funds), which is good rank in the Large & Mid Cap Fund category. Essentially, among its peer group of similar types of funds, it stands in the very good position, a testament to its successful track record. The Large & Mid Cap Fund category has 26 funds.
Our ranking strategy involves a composite performance score that reflects the fund's returns, its associated risk, and its risk-adjusted performance for the last three years. We then use this composite performance score to rank the funds within each category.

The UTI Core Equity Fund has average return performance, as more than 50% 1 year and above return parameters are above average in Large & Mid Cap Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the UTI Core Equity Fund has given return of 0.63% in last one month which is good as it is above average in Large & Mid Cap Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the UTI Core Equity Fund has given return of 5.99% in last three month which is good as it is above average in Large & Mid Cap Fund.
  3. 1 Year Return%: The UTI Core Equity Fund has given return of 49.21% in last one year which is good as it is above average in Large & Mid Cap Fund. The one year return rank of UTI Core Equity Fund is 8 in 26 funds. The investment of ₹ 10,000 in this fund would have become ₹ 14921.0 in one year.
  4. 3 Year Return%: The UTI Core Equity Fund has given return of 22.62% in last three year which is very good as it is in the top quartile with return rank of 7 in 26 funds. in Large & Mid Cap Fund.
  5. 5 Year Return%: The UTI Core Equity Fund has given return of 18.36% in last five year which is good as it is above average with return rank of 9 in 21 funds. in Large & Mid Cap Fund.
  6. 1 Year SIP Return%: The UTI Core Equity Fund has given return of 24.18% in last one year which is good as it is above average with return rank of 9 in 26 funds. in Large & Mid Cap Fund.
  7. 3 Year SIP Return%: The UTI Core Equity Fund has given return of 23.3% in last three year which is good as it is above average with return rank of 9 in 26 funds. in Large & Mid Cap Fund.
  8. 5 Year SIP Return%: The UTI Core Equity Fund has given return of 24.59% in last five year which is very good as it is in the top quartile with return rank of 5 in 21 funds. in Large & Mid Cap Fund.
    9. '
'

The UTI Core Equity Fund has average risk performance, as more than 25% risk parameters are above average Large & Mid Cap Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The UTI Core Equity Fund has standard deviation of 12.7 which is good as it is above average with risk rank of 11 in 26 funds. in Large & Mid Cap Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The UTI Core Equity Fund has semi deviation of 9.01 which is good as it is above average with risk rank of 12 in 26 funds. in Large & Mid Cap Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The UTI Core Equity Fund has max drawdown of -11.51% which is good as it is above average with risk rank of 10 in 26 funds. in Large & Mid Cap Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The UTI Core Equity Fund has 1Y VaR at 95% of -12.34% which is very good as it is in the top quartile with risk rank of 1 in 26 funds. in Large & Mid Cap Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The UTI Core Equity Fund has average drawdown of -5.7% which is very poor as it is in the fourth quartile with risk rank of 21 in 26 funds. in Large & Mid Cap Fund.
    6. '
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The UTI Core Equity Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Large & Mid Cap Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The UTI Core Equity Fund has Sterling Ratio of 1.03 which is good as it is above average with risk rank of 8 in 26 funds. in Large & Mid Cap Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The UTI Core Equity Fund has Sortino Ratio of 0.57 which is very good as it is in the top quartile with risk rank of 6 in 26 funds. in Large & Mid Cap Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The UTI Core Equity Fund has Jensen Alpha of 3.01% which is good as it is above average with risk rank of 9 in 26 funds. in Large & Mid Cap Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The UTI Core Equity Fund has Treynor Ratio of 0.15 which is very good as it is in the top quartile with risk rank of 6 in 26 funds. in Large & Mid Cap Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The UTI Core Equity Fund has Modigliani Square Measure of 23.43% which is very good as it is in the top quartile with risk rank of 6 in 26 funds. in Large & Mid Cap Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The UTI Core Equity Fund has Alpha of 1.03% which is good as it is above average with risk rank of 10 in 26 funds. in Large & Mid Cap Fund.
    7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 4.20
4.40
2.73 | 7.56 15 | 26
No
No
No
3M Return % 9.08
8.41
1.58 | 13.05 9 | 26
Yes
No
No
6M Return % 25.34
25.37
11.16 | 43.30 14 | 26
No
No
No
1Y Return % 46.47
43.87
25.29 | 62.82 10 | 26
Yes
No
No
3Y Return % 24.05
22.12
13.82 | 30.34 7 | 26
Yes
Yes
No
5Y Return % 19.39
18.98
14.82 | 26.28 8 | 22
Yes
No
No
7Y Return % 14.91
15.07
11.33 | 18.32 12 | 20
No
No
No
10Y Return % 15.55
17.33
14.29 | 22.74 12 | 16
No
No
Yes
1Y SIP Return % 45.02
42.08
17.50 | 72.18 10 | 26
Yes
No
No
3Y SIP Return % 24.31
21.90
12.91 | 33.09 8 | 26
Yes
No
No
5Y SIP Return % 25.50
22.99
17.16 | 31.58 5 | 22
Yes
Yes
No
7Y SIP Return % 20.08
19.00
14.26 | 25.27 6 | 20
Yes
No
No
10Y SIP Return % 16.66
16.95
13.41 | 21.80 10 | 16
No
No
No
15Y SIP Return % 14.72
15.90
13.77 | 19.74 11 | 15
No
No
No
Standard Deviation 12.70
13.01
11.72 | 15.39 11 | 26
Yes
No
No
Semi Deviation 9.01
9.16
8.20 | 10.57 12 | 26
Yes
No
No
Max Drawdown % -11.51
-12.63
-21.94 | -7.36 10 | 26
Yes
No
No
VaR 1 Y % -12.34
-14.85
-18.62 | -12.34 1 | 26
Yes
Yes
No
Average Drawdown % -5.70
-5.18
-9.47 | -3.02 21 | 26
No
No
Yes
Sharpe Ratio 1.08
0.90
0.32 | 1.38 6 | 26
Yes
Yes
No
Sterling Ratio 1.03
0.91
0.39 | 1.49 8 | 26
Yes
No
No
Sortino Ratio 0.57
0.48
0.17 | 0.75 6 | 26
Yes
Yes
No
Jensen Alpha % 3.01
1.50
-4.54 | 7.78 9 | 26
Yes
No
No
Treynor Ratio 0.15
0.13
0.05 | 0.20 6 | 26
Yes
Yes
No
Modigliani Square Measure % 23.43
20.67
11.88 | 27.94 6 | 26
Yes
Yes
No
Alpha % 1.03
-0.28
-5.78 | 7.19 10 | 26
Yes
No
No
Return data last Updated On : April 24, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 4.31 4.50 2.81 | 7.62 14 | 26
No
No
No
3M Return % 9.34 8.71 2.06 | 13.40 10 | 26
Yes
No
No
6M Return % 25.89 26.06 12.22 | 44.23 14 | 26
No
No
No
1Y Return % 47.60 45.47 27.65 | 65.16 11 | 26
Yes
No
No
3Y Return % 24.89 23.56 14.78 | 32.53 8 | 26
Yes
No
No
5Y Return % 20.11 20.27 15.83 | 27.75 12 | 22
No
No
No
7Y Return % 15.59 16.28 12.39 | 19.42 16 | 20
No
No
Yes
10Y Return % 16.18 18.45 15.17 | 23.58 13 | 16
No
No
Yes
1Y SIP Return % 46.25 43.66 19.75 | 74.51 11 | 26
Yes
No
No
3Y SIP Return % 25.19 23.27 15.00 | 35.13 8 | 26
Yes
No
No
5Y SIP Return % 26.31 24.33 18.16 | 33.42 5 | 22
Yes
Yes
No
7Y SIP Return % 20.78 20.20 15.24 | 26.71 7 | 20
Yes
No
No
10Y SIP Return % 17.30 18.04 14.44 | 22.86 11 | 16
No
No
No
Standard Deviation 12.70 13.01 11.72 | 15.39 11 | 26
Yes
No
No
Semi Deviation 9.01 9.16 8.20 | 10.57 12 | 26
Yes
No
No
Max Drawdown % -11.51 -12.63 -21.94 | -7.36 10 | 26
Yes
No
No
VaR 1 Y % -12.34 -14.85 -18.62 | -12.34 1 | 26
Yes
Yes
No
Average Drawdown % -5.70 -5.18 -9.47 | -3.02 21 | 26
No
No
Yes
Sharpe Ratio 1.08 0.90 0.32 | 1.38 6 | 26
Yes
Yes
No
Sterling Ratio 1.03 0.91 0.39 | 1.49 8 | 26
Yes
No
No
Sortino Ratio 0.57 0.48 0.17 | 0.75 6 | 26
Yes
Yes
No
Jensen Alpha % 3.01 1.50 -4.54 | 7.78 9 | 26
Yes
No
No
Treynor Ratio 0.15 0.13 0.05 | 0.20 6 | 26
Yes
Yes
No
Modigliani Square Measure % 23.43 20.67 11.88 | 27.94 6 | 26
Yes
Yes
No
Alpha % 1.03 -0.28 -5.78 | 7.19 10 | 26
Yes
No
No
Return data last Updated On : April 24, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.39 ₹ 10039.0 0.39 ₹ 10039.0
1W 1.86 ₹ 10186.0 1.87 ₹ 10187.0
1M 4.2 ₹ 10420.0 4.31 ₹ 10431.0
3M 9.08 ₹ 10908.0 9.34 ₹ 10934.0
6M 25.34 ₹ 12534.0 25.89 ₹ 12589.0
1Y 46.47 ₹ 14647.0 47.6 ₹ 14760.0
3Y 24.05 ₹ 19089.0 24.89 ₹ 19481.0
5Y 19.39 ₹ 24261.0 20.11 ₹ 25000.0
7Y 14.91 ₹ 26461.0 15.59 ₹ 27576.0
10Y 15.55 ₹ 42438.0 16.18 ₹ 44809.0
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 45.0183 ₹ 14756.232 46.2536 ₹ 14828.028
3Y ₹ 36000 24.313 ₹ 51249.78 25.1918 ₹ 51869.52
5Y ₹ 60000 25.4982 ₹ 112731.78 26.3077 ₹ 114936.84
7Y ₹ 84000 20.0812 ₹ 171861.228 20.7844 ₹ 176212.764
10Y ₹ 120000 16.6562 ₹ 287621.28 17.3012 ₹ 297790.08
15Y ₹ 180000 14.7205 ₹ 602041.5 - ₹ -


Date NAV Regular Growth NAV Direct Growth
24-04-2024 150.5472 159.5461
23-04-2024 149.9668 158.9275
22-04-2024 149.4211 158.3458
19-04-2024 148.343 157.1931
18-04-2024 147.7986 156.6128
16-04-2024 148.404 157.2475
15-04-2024 148.4601 157.3036
12-04-2024 149.7271 158.6358
09-04-2024 150.3386 159.1973
08-04-2024 150.3811 159.2389
05-04-2024 149.4318 158.2235
04-04-2024 148.8129 157.5646
03-04-2024 148.6298 157.3674
02-04-2024 148.2086 156.9181
01-04-2024 147.4551 156.1169
28-03-2024 145.9516 154.5117
27-03-2024 145.2506 153.7663
26-03-2024 144.4829 152.9502
22-03-2024 143.4203 151.8122
21-03-2024 142.8189 151.1723
20-03-2024 141.1745 149.4285
19-03-2024 141.3989 149.6628
18-03-2024 142.681 151.0166
15-03-2024 142.5597 150.8784
14-03-2024 143.2256 151.5799
13-03-2024 141.4739 149.7228
12-03-2024 145.0679 153.523
11-03-2024 145.6086 154.0919
07-03-2024 146.7069 155.2407
06-03-2024 146.3476 154.8571
05-03-2024 146.4924 155.0071
04-03-2024 146.2372 154.7337
01-03-2024 145.4063 153.8445
29-02-2024 143.7241 152.0614
28-02-2024 143.3575 151.6735
27-02-2024 145.032 153.4419
26-02-2024 144.9759 153.3792
23-02-2024 145.1259 153.5279
22-02-2024 145.1307 153.5297
21-02-2024 144.3662 152.7176
20-02-2024 145.14 153.5328
19-02-2024 145.2443 153.6398
16-02-2024 144.499 152.8416
15-02-2024 143.0683 151.3249
14-02-2024 141.6018 149.7705
13-02-2024 140.6813 148.7937
12-02-2024 139.9019 147.9661
09-02-2024 142.1135 150.2953
08-02-2024 142.3871 150.5813
07-02-2024 143.181 151.4176
06-02-2024 143.2785 151.5174
05-02-2024 141.6464 149.7882
02-02-2024 141.4366 149.5564
01-02-2024 140.4484 148.5083
31-01-2024 140.6027 148.6681
30-01-2024 139.0849 147.0601
29-01-2024 139.8289 147.8435
25-01-2024 138.0137 145.9114
24-01-2024 138.5814 146.5085
23-01-2024 136.8331 144.657
19-01-2024 140.4367 148.4536
18-01-2024 139.3744 147.3274
17-01-2024 138.3022 146.1908
16-01-2024 140.7747 148.8011
15-01-2024 141.3644 149.4212
12-01-2024 140.095 148.0697
11-01-2024 139.2028 147.1234
10-01-2024 138.6762 146.5637
09-01-2024 138.6376 146.5197
08-01-2024 138.1927 146.0463
05-01-2024 139.8459 147.7838
04-01-2024 139.1094 147.0022
03-01-2024 137.9583 145.7826
02-01-2024 138.0338 145.8592
01-01-2024 138.3487 146.1887
29-12-2023 137.7093 145.5035
28-12-2023 137.1174 144.8749
27-12-2023 136.2817 143.9888
26-12-2023 135.2072 142.8504
22-12-2023 134.635 142.2334
21-12-2023 133.7208 141.2645
20-12-2023 132.6505 140.1307
19-12-2023 135.4448 143.0795
18-12-2023 135.3776 143.0053
15-12-2023 135.4371 143.0588
14-12-2023 134.6854 142.2617
13-12-2023 133.2403 140.7322
12-12-2023 132.491 139.9377
11-12-2023 133.1606 140.6418
08-12-2023 132.8791 140.3354
07-12-2023 132.8033 140.2522
06-12-2023 132.7046 140.1449
05-12-2023 132.4065 139.827
04-12-2023 132.1027 139.5031
01-12-2023 129.8143 137.0775
30-11-2023 129.0665 136.2849
29-11-2023 128.4688 135.6507
28-11-2023 127.1879 134.2953
24-11-2023 126.5837 133.6457
23-11-2023 126.4508 133.5024
22-11-2023 126.1881 133.2222
21-11-2023 126.3353 133.3746
20-11-2023 125.8394 132.8481
17-11-2023 126.0998 133.1143
16-11-2023 126.1933 133.2101
15-11-2023 125.5308 132.5079
13-11-2023 124.5082 131.4227
10-11-2023 123.9016 130.7737
09-11-2023 123.7065 130.565
08-11-2023 123.7362 130.5935
07-11-2023 123.2668 130.0953
06-11-2023 122.9081 129.7137
03-11-2023 121.8398 128.5778
02-11-2023 120.8646 127.5458
01-11-2023 119.8447 126.4667
31-10-2023 120.0812 126.7135
30-10-2023 120.3795 127.0254
27-10-2023 120.1361 126.7602
26-10-2023 118.7308 125.2746
25-10-2023 120.1135 126.7307
23-10-2023 120.6911 127.3345
20-10-2023 122.8893 129.645
19-10-2023 124.0426 130.8588
18-10-2023 124.3003 131.1277
17-10-2023 125.1345 132.0049
16-10-2023 124.7615 131.6085
13-10-2023 124.7011 131.5359
12-10-2023 124.7898 131.6266
11-10-2023 124.2495 131.0538
10-10-2023 123.5687 130.3328
09-10-2023 122.1381 128.821
06-10-2023 123.4107 130.1547
05-10-2023 122.7481 129.453
04-10-2023 122.1855 128.8567
03-10-2023 123.2298 129.9551
29-09-2023 123.3798 130.1018
27-09-2023 123.1792 129.8845
26-09-2023 122.5761 129.2458
25-09-2023 122.7377 129.4132
22-09-2023 122.6733 129.3368
21-09-2023 123.0514 129.7325
20-09-2023 124.3605 131.1098
18-09-2023 125.3152 132.1104
15-09-2023 125.9245 132.7439
14-09-2023 125.4096 132.1982
13-09-2023 124.4035 131.1348
12-09-2023 123.9497 130.6535
11-09-2023 125.4904 132.2746
08-09-2023 124.2702 130.9797
07-09-2023 123.6466 130.3195
06-09-2023 123.1072 129.7482
05-09-2023 122.9864 129.618
04-09-2023 122.3463 128.9404
01-09-2023 121.6537 128.202
31-08-2023 120.6486 127.14
30-08-2023 120.5342 127.0166
29-08-2023 120.2801 126.746
28-08-2023 119.8859 126.3279
25-08-2023 119.1059 125.4976
24-08-2023 120.0821 126.5234
23-08-2023 120.0684 126.5069
22-08-2023 119.6342 126.0474
21-08-2023 119.2381 125.628
18-08-2023 118.6656 125.019
17-08-2023 118.9918 125.3606
16-08-2023 119.1083 125.4813
14-08-2023 119.0779 125.4454
11-08-2023 119.1954 125.5632
10-08-2023 119.9898 126.3979
09-08-2023 120.2521 126.6723
08-08-2023 119.795 126.1887
07-08-2023 118.894 125.2376
04-08-2023 118.4803 124.796
03-08-2023 117.742 124.0163
02-08-2023 118.1139 124.406
01-08-2023 119.8388 126.2209
31-07-2023 119.9011 126.2845
28-07-2023 118.7063 125.0201
27-07-2023 118.5266 124.8288
26-07-2023 118.4692 124.7664
25-07-2023 117.6643 123.9168
24-07-2023 117.3639 123.5984
21-07-2023 117.4322 123.6645
20-07-2023 118.1723 124.4418
19-07-2023 117.3999 123.6265
18-07-2023 116.9743 123.1764
17-07-2023 116.9081 123.1047
14-07-2023 116.2663 122.4231
13-07-2023 115.1555 121.2515
12-07-2023 115.5224 121.6359
11-07-2023 115.4609 121.5692
10-07-2023 114.8746 120.95
07-07-2023 115.0576 121.1369
06-07-2023 115.7524 121.8665
05-07-2023 114.7909 120.8523
04-07-2023 114.2807 120.3132
03-07-2023 114.1908 120.2166
30-06-2023 113.7791 119.7775
28-06-2023 112.0698 117.9744
27-06-2023 111.3208 117.184
26-06-2023 110.6728 116.5
23-06-2023 110.1194 115.912
22-06-2023 110.9161 116.7487
21-06-2023 111.287 117.1373
20-06-2023 110.8589 116.6849
19-06-2023 110.2217 116.0123
16-06-2023 110.1995 115.9834
15-06-2023 109.3052 115.0403
14-06-2023 109.4896 115.2325
13-06-2023 109.421 115.1586
12-06-2023 108.6616 114.3576
09-06-2023 108.0868 113.7472
08-06-2023 108.5222 114.2035
07-06-2023 109.0531 114.7604
06-06-2023 108.2325 113.8951
05-06-2023 108.0227 113.6725
02-06-2023 107.5305 113.1492
01-06-2023 107.0457 112.6372
31-05-2023 106.9538 112.5387
30-05-2023 107.007 112.5929
29-05-2023 106.5285 112.0876
26-05-2023 106.1123 111.6444
25-05-2023 105.1262 110.6052
24-05-2023 105.0696 110.5438
23-05-2023 105.4627 110.9557
22-05-2023 105.0565 110.5266
19-05-2023 104.8484 110.3027
18-05-2023 105.0866 110.5516
17-05-2023 105.5907 111.0804
16-05-2023 105.7711 111.2685
15-05-2023 105.9158 111.4192
12-05-2023 105.1922 110.6531
11-05-2023 105.2524 110.7148
10-05-2023 105.4115 110.8805
09-05-2023 105.0841 110.5346
08-05-2023 105.06 110.5076
05-05-2023 103.8437 109.2235
04-05-2023 105.1129 110.5569
03-05-2023 104.4504 109.8585
02-05-2023 104.5138 109.9235
28-04-2023 104.0485 109.4277
27-04-2023 103.3661 108.7085
26-04-2023 102.7806 108.0911
25-04-2023 102.2301 107.5107
24-04-2023 101.9139 107.1766

Fund Launch Date: 20/May/2009
Fund Category: Large & Mid Cap Fund
Investment 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.
Fund Description: An open ended equity scheme investing in both large cap and mid cap stocks
Fund Benchmark: Nifty Large Mid 250
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.