UTI Capital Protection Oriented Scheme Series IX-I Growth Return

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹68 Cr

Lock In Period

N/A

Expense Ratio

1.09

Exit Load

Nil

Benchmark

Crisil MIP Blended Index

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

You would have got

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Your Investment Amount
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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.190.13297.26
6M2.761.80315.31
1Y7.184.34339.02
3Y5.9510.6455.84

Portfolio Analysis

  • Equity: 6.96%
  • Debt: 93.04%
  • Others
As on: 2021-04-15
View allocation % by

1. SUN PHARMACEUTICALS INDUSTRIES LTD.1.40%
2. AUROBINDO PHARMA LTD.0.63%

1. HDFC BANK LTD.1.27%
2. ADITYA BIRLA CAPITAL LTD0.60%

1. INFOSYS LTD.1.30%
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About Fund UTI Capital Protection Oriented Scheme Series IX-I Growth

UTI Capital Protection Oriented Scheme Series IX-I Growth managed by UTI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹68 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 1.09. 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
UTI Capital Protection Oriented Scheme Series IX-I Growth068 CR1.09
Fund Name1Y3Y
This FundUTI Capital Protection Oriented Scheme Series IX-I Growth7.17818.9466

UTI Capital Protection Oriented Scheme Series IX-I Growth FAQs

UTI Capital Protection Oriented Scheme Series IX-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 IX-I Growth is 1.09. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Capital Protection Oriented Scheme Series IX-I Growth’s fund performance is as follows:
  • 1 Month : 0.19%
  • 6 Months : 2.76%
  • 1 Year : 7.18%
  • 3 Years : 5.95%
Returns of UTI Capital Protection Oriented Scheme Series IX-I Growth are updated daily based on NAV of ₹ 12.3036 as on May 04,2021. Since inception, the return has been 18.95%.

You can invest in UTI Capital Protection Oriented Scheme Series IX-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 IX-I Growth is ₹68 crore. It changes based on market performance, inflows, and outflows.

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