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Home>Mutual Funds>UTI Mutual Fund>UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth

UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth

Hybrid
Conservative Hybrid
Low to Moderate Risk
5.69%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
All
NAV: 25 May 2021₹11.76
Min. SIP amountNA
RatingNA
Fund size₹30.66Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA6.7%5.7%5.4%
Category averageNA13.0%8.0%NA
Rank with in categoryNA2810NA
Understand terms

Holdings (10)

NameSectorInstrumentAssets
Axis Finance Ltd.
FinancialZCB12.6%
Infosys Ltd.TechnologyEquity2.2%
ICICI Bank Ltd.FinancialEquity1.2%
Housing Development Finance Corpn. Ltd.FinancialEquity1.2%
Larsen & Toubro Ltd.ConstructionEquity0.9%
Mahindra & Mahindra Ltd.AutomobileEquity0.8%
Bharti Airtel Ltd.CommunicationEquity0.5%
GHCL Ltd.ChemicalsEquity0.3%
Hero Motocorp Ltd.AutomobileEquity0.3%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.98%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

V Srivatsa
Apr 2018 - 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
Apr 2018 - 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
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
Amc Image
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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FAQs

How to Invest in UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth?

You can easily invest in UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth provide?

The UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth has been there from 17 Apr 2018 and the average annual returns provided by this fund is 6.68% since its inception.

How much expense ratio is charged by UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth?

The term Expense Ratio used for UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth is 0.98% as of 05 Jul 2022...

What is the AUM of UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth?

The AUM, short for Assets Under Management of UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth is ₹30.66Cr as of 05 Jul 2022.

How to Redeem UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth?

If you want to sell your UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth?

You can select either SIP or Lumpsum investment of UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth based on your investment objective and risk tolerance.

What is the NAV of UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth?

The NAV of UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth is ₹11.76 as of 25 May 2021.

What is the PE and PB ratio of UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth?

The PE ratio ratio of UTI Capital Protection Oriented Scheme Series X II (1134 Days) Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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