UTI Capital Protection Oriented Scheme Series VIII I (1278 Days) Regular Growth

Hybrid
Conservative Hybrid
Moderately Low Risk
5.44%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 18 Feb 2020₹12.14
Min. SIP amountNot Supported
RatingNA
Fund size₹97.09Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA6.5%5.4%5.7%
Category averageNA2.8%6.9%NA
Rank with in categoryNA6530NA
Understand terms

Holdings (33)

NameSectorInstrumentAssets
Axis Finance Ltd.
FinancialDebenture10.6%
UTI Liquid Cash Direct-Growth
FinancialMutual Fund8.8%
LIC Housing Finance Ltd.
FinancialDebenture8.4%
Power Finance Corpn. Ltd.
FinancialBonds8.3%
Power Grid Corporation of India Ltd.
EnergyDebenture8.3%
Housing Development Finance Corpn. Ltd.FinancialDDB8.3%
Bajaj Finance Ltd.FinancialDebenture5.2%
Indian Railway Finance Corpn. Ltd.
FinancialBonds5.2%
BMW India Financial Services
FinancialDebenture5.2%
HDFC Bank Ltd.FinancialEquity2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.09%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

V Srivatsa
Aug 2016 - Present
View details

Education
Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
Experience
Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
Also manages these schemes

Sunil Patil
Aug 2016 - Present
View details

Education
Mr. Sunil Patil is an M.Com, MFM and CA LLB-I.
Experience
He joined UTI AMC in October 1989. He has overall 31 years of experience in Primary Market Investment / Dealing and Fund Management.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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