- Mutual Funds
- UTI Mutual Fund
- UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (Growth)
UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (Growth)
₹ 12.0468
NAV (May 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.0468
NAV (May 25)
Fund Returns
Last 1Y | 7.2% |
Last 3Y | 6.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.2% |
6 Month CAGR | 2.5% |
Scheme Information
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 (6y ago) | Apr 17, 2018 |
AUM in Crores | 30.664 |
ISIN | INF789FC10Q1 |
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 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (Growth) | 8,56,981 | 1,24,369 | 6.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 3,102 cr | ||
₹ 1,868 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.5% | 6.8% | ||
16.5% | 11.9% | ||
5.8% | 7.3% | ||
19.3% | 15.2% |
UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (G) Review
UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.2% over a period of 6 years. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is null.
Nav of UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (G) as of 5/25/2021 is ₹12.05 with the total AUM as of 4/20/2024 is ₹30.664. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (G) was launched on Apr 17, 2018. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (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 X II 1134 Days Direct Plan (G)?
How to invest in UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (G)?
You can invest in UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (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 X II 1134 Days Direct Plan (G)?
The minimum sip amount for UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (G) is ₹0. You can invest in multiples of ₹5000.
Is UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (G) good to invest in?
As per Scripbox experts, UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (G) is a Not Reviewed Yet fund. You can investUTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (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 X II 1134 Days Direct Plan (G)?
The expense ratio of the UTI Capital Protection Oriented Scheme Series X II 1134 Days Direct Plan (G) is % for regular plan.