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    • UTI Capital Protection Oriented Scheme Series IX III 1389 Days (Growth)
    UTI Mutual Fund

    UTI Capital Protection Oriented Scheme Series IX III 1389 Days (Growth)

    HybridConservative Hybrid

    12.1706

    NAV (Jun 03)

    5.3%
    Till Date CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    4 Years.

    Relative Size

    84 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    12.1706

    NAV (Jun 3)

    Fund Returns

    Last 1Y
    6.2%
    Last 3Y
    6.6%
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    5.3%
    6 Month CAGR
    2.4%
    info-icon-blue

    Scheme Information

    Investment Objective

    The investment objective of the scheme is to endeavor to protect the capital by investing in high quality fixed income securities as the primary objective and generate capital appreciation by investing in equity and equity related instruments as secondary objective. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns. The Scheme is 'oriented towards protection of capital' and not 'with guaranteed returns'. Further,the orientation towards protection of the capital originates from the portfolio structure of the scheme and not from any bank guarantee,insurance cover etc.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Low to Moderate Risk

    Expense Ratio
    0
    Launched (4y ago)
    Aug 14, 2017
    AUM in Crores
    83.806
    ISIN
    INF789FC1Q06
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 85+15 - ConservativeTR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
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    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 1,921 cr

    5

    ₹ 483 cr

    5

    ₹ 3,363 cr

    5

    amc-icon

    About the AMC

    UTI Asset Management Company Ltd

    UTI Asset Management Co Ltd manages assets worth 174,991 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

    amc-img

  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    UTI Nifty Index Fund (G)

    recommended-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    3.5%

    7.2%

    top-ranked-badge

    5.1%

    7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About UTI Capital Protection Oriented Scheme Series IX III 1389 Days (G)

    About UTI Capital Protection Oriented Scheme Series IX III 1389 Days (G)

    UTI Capital Protection Oriented Scheme Series IX III 1389 Days (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 5.3% over a period of 4 years. . The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is null

    UTI Capital Protection Oriented Scheme Series IX III 1389 Days (G) Investment Objective

    The investment objective of the scheme is to endeavor to protect the capital by investing in high quality fixed income securities as the primary objective and generate capital appreciation by investing in equity and equity related instruments as secondary objective. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns. The Scheme is 'oriented towards protection of capital' and not 'with guaranteed returns'. Further,the orientation towards protection of the capital originates from the portfolio structure of the scheme and not from any bank guarantee,insurance cover etc. . However, there is no assurance that the objective of the scheme will be realized.

    UTI Capital Protection Oriented Scheme Series IX III 1389 Days (G) NAV,AUM,Risk

    The UTI Capital Protection Oriented Scheme Series IX III 1389 Days (G) fund was launched on Aug 14, 2017. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-06-03 is ₹12.17. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹83.806. The category risk of the UTI Capital Protection Oriented Scheme Series IX III 1389 Days (G) fund is Low to Moderate Risk. The fund charges null % as expense ratio.

    UTI Capital Protection Oriented Scheme Series IX III 1389 Days (G) Holdings

    The fund’s highest allocation is towards Others and has invested 92.3% in this asset class. The top three holdings of the fund are

    UTI Capital Protection Oriented Scheme Series IX III 1389 Days (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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