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UTI Capital Protection Oriented Scheme Series IV - I Growth Return

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  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

UTI Capital Protection Oriented Scheme Series IV - I Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹310 Cr

Lock In Period

N/A

Expense Ratio

2.12

Exit Load

Nil

Benchmark

Crisil MIP Blended Index

UTI Capital Protection Oriented Scheme Series IV - I Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.81297.26
6M0.003.18315.31
1Y0.005.07339.02
3Y0.009.1255.84

Portfolio Analysis

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About Fund UTI Capital Protection Oriented Scheme Series IV - I Growth

UTI Capital Protection Oriented Scheme Series IV - I Growth managed by UTI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹310 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 2.12. Under the expert guidance of Sunil Patil ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sunil Patil

Mr. Sunil Patil is an M.Com, MFM and is a certified CA LLB-I. Mr. Patil has total experience of 16 years with UTI in primary market investment and dealing and 7 years experience in fund management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Multiple Yield Fund - Series 6 Plan C Growth073.45 CR2.25
Nippon India Dual Advantage Fixed Tenure Fund VI - Plan B Growth050.84 CR2.25
ICICI Prudential Multiple Yield Fund - Series 7 Plan F Growth063.39 CR2.21
Fund Name1Y3Y
This FundICICI Prudential Multiple Yield Fund - Series 6 Plan C Growth7.920
This FundNippon India Dual Advantage Fixed Tenure Fund VI - Plan B Growth
This FundICICI Prudential Multiple Yield Fund - Series 7 Plan F Growth6.78830

UTI Capital Protection Oriented Scheme Series IV - I Growth FAQs

UTI Capital Protection Oriented Scheme Series IV - I Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Capital Protection Oriented Scheme Series IV - I Growth is 2.12. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Capital Protection Oriented Scheme Series IV - I Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of UTI Capital Protection Oriented Scheme Series IV - I Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in UTI Capital Protection Oriented Scheme Series IV - I Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Capital Protection Oriented Scheme Series IV - I Growth is ₹310 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Capital Protection Oriented Scheme Series IV - I Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.