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

Hybrid
Conservative Hybrid
Low to Moderate Risk
7.73%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Apr 2022₹14.06
Min. SIP amountNot Supported
RatingNA
Fund size₹53.25Cr

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
1Y3Y5YAll
Fund returns5.9%7.7%6.7%6.4%
Category average2.9%8.7%NANA
Rank with in category1273NA
Understand terms

Holdings (10)

NameSectorInstrumentAssets
Bajaj Finance Ltd.FinancialDebenture10.5%
ICICI Bank Ltd.FinancialEquity3.2%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.6%
Tata Power Company Ltd.EnergyEquity1.4%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.3%
Tata Consumer Products Ltd.Consumer StaplesEquity1.2%
Mahindra & Mahindra Ltd.AutomobileEquity0.9%
NTPC Ltd.EnergyEquity0.7%
Aditya Birla Capital Ltd.FinancialEquity0.6%
Stock Holding Corpn. Of India Ltd.
FinancialST Dep.0.2%
See All

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

Sunil Patil
Oct 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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