UTI Capital Protection Oriented Scheme Series VIII IV (1996 Days) Growth

Dynamic/Asset Allocation
Dynamic/Asset Allocation
Low to Moderate Risk
7.73%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Apr 2022
₹14.06
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹53.25Cr

Return calculator

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

Holdings (10)

NameSectorInstrumentAssets
FinancialDebenture10.51%
FinancialEquity3.17%
HealthcareEquity1.58%
EnergyEquity1.36%
HealthcareEquity1.31%
Consumer StaplesEquity1.21%
AutomobileEquity0.89%
EnergyEquity0.74%
FinancialEquity0.59%
Stock Holding Corpn. Of India Ltd.
FinancialST Dep.0.19%
See All

Minimum investment amounts

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

Returns and rankings

Category: Dynamic/Asset Allocation Dynamic/Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.9%7.7%6.7%6.4%
Category average8.8%15.1%NANA
Rank with in category1273NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.07%

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.

Understand terms
Check past data

Fund management

V Srivatsa
Oct 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 Mutual Fund in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
Also manages these schemes

Sunil Madhukar Patil
Oct 2016 - Present
View details

Education
Mr. Patil is MMF, Finance
Experience
He joined UTI AMC in October 1989. He has overall 32 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, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
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,

Compare funds

UTI Capital Protection Oriented Scheme Series VIII IV (1996 Days) Growth
VS
Add mutual fund to compare