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  • UTI Mutual Fund
  • UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (Growth)
UTI Mutual Fund

UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (Growth)

HybridConservative Hybrid

11.5592

NAV (Apr 13)

NA
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.5592

NAV (Apr 13)

Fund Returns

Last 1Y
1.8%
Last 3Y
3.8%
Last 5Y
NA
Last 10Y
NA
Since Inception
4.2%
6 Month CAGR
-0.5%

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.

Expense Ratio
0
Launched (8y ago)
Oct 10, 2016
AUM in Crores
121.650
ISIN
INF789FC1EA6
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
2
Standard Deviation (5yr)
0
Beta (3yr)
0.41
Beta (5yr)
0
Sharpe Ratio (3yr)
-1.156
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Sunil Patil

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (Growth)70%8,02,178 69,5663.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2020-04-13

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 32,429 cr

₹ 10,622 cr

₹ 8,729 cr

₹ 3,389 cr

₹ 3,090 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 219,967 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.4%

6.9%

16.4%

12%

5.7%

7.3%

19%

15.2%

11.7%

9.4%

UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) Review

UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 4.2% over a period of 7 years. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Sunil Patil.

Nav of UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) as of 4/13/2020 is ₹11.56 with the total AUM as of 3/29/2024 is ₹121.65. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) was launched on Oct 10, 2016. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G)?

UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G)?

You can invest in UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G)?

The minimum sip amount for UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) is ₹0. You can invest in multiples of ₹5000.

Is UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) good to invest in?

As per Scripbox experts, UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) is a Not Reviewed Yet fund. You can investUTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G)?

The expense ratio of the UTI Capital Protection Oriented Scheme Series VIII III 1281 Days (G) is % for regular plan.