UTI Capital Protection Oriented Scheme Series IV - III Growth Return
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- 3M
- 6M
- 1Y
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- 5Y
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Showing Funds Performance since Sep 07, 2020
UTI Capital Protection Oriented Scheme Series IV - III Growth Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹113 Cr
Lock In Period
N/A
Expense Ratio
2.23
Exit Load
Nil
Benchmark
Crisil MIP Blended Index
Summary
UTI Capital Protection Oriented Scheme Series IV - III Growth NAV is ₹0 as of 3 Jun, 2026. UTI Capital Protection Oriented Scheme Series IV - III Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in UTI Capital Protection Oriented Scheme Series IV - III Growth is ₹0. The AUM of UTI Capital Protection Oriented Scheme Series IV - III Growth is ₹113 Cr. The expense ratio of the fund is 2.23%, and its benchmark is Crisil MIP Blended Index. The current exit load of the fund is Nil. In the last 1M months, UTI Capital Protection Oriented Scheme Series IV - III Growth has delivered 0.00% returns.
UTI Capital Protection Oriented Scheme Series IV - III Growth Calculate Returns
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Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -0.42 | 297.26 |
| 6M | 0.00 | 0.98 | 315.31 |
| 1Y | 0.00 | 3.82 | 339.02 |
| 3Y | 0.00 | 12.37 | 55.84 |
Portfolio Analysis
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- Debt:
- Others
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About Fund UTI Capital Protection Oriented Scheme Series IV - III Growth
UTI Capital Protection Oriented Scheme Series IV - III Growth managed by UTI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹113 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 2.23. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India Dual Advantage Fixed Tenure Fund X - Plan E Growth | 0 | 48.24 CR | 0.95 |
| Nippon India Dual Advantage Fixed Tenure Fund VIII - Plan C Growth | 0 | 24.57 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Dual Advantage Fixed Tenure Fund X - Plan E Growth | 6.8168 | 0 |
| This FundNippon India Dual Advantage Fixed Tenure Fund VIII - Plan C Growth |
UTI Capital Protection Oriented Scheme Series IV - III Growth FAQs
UTI Capital Protection Oriented Scheme Series IV - III 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 - III Growth is 2.23. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Capital Protection Oriented Scheme Series IV - III Growth’s fund performance is as follows:
- 1 Month : 0.00%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in UTI Capital Protection Oriented Scheme Series IV - III 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 - III Growth is ₹113 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Capital Protection Oriented Scheme Series IV - III Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
