UTI Capital Protection Oriented Scheme Series VII - IV Growth Return
- 1M
- 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 VII - IV Growth Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹142 Cr
Lock In Period
N/A
Expense Ratio
1.11
Exit Load
Nil
Benchmark
Crisil Composite Bond Fund Index
Summary
UTI Capital Protection Oriented Scheme Series VII - IV Growth NAV is ₹0 as of 18 May, 2026. UTI Capital Protection Oriented Scheme Series VII - IV Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in UTI Capital Protection Oriented Scheme Series VII - IV Growth is ₹0. The AUM of UTI Capital Protection Oriented Scheme Series VII - IV Growth is ₹142 Cr. The expense ratio of the fund is 1.11%, and its benchmark is Crisil Composite Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, UTI Capital Protection Oriented Scheme Series VII - IV Growth has delivered 0.00% returns.
UTI Capital Protection Oriented Scheme Series VII - IV Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -0.95 | 297.26 |
| 6M | 0.00 | 1.04 | 315.31 |
| 1Y | 0.00 | 3.25 | 339.02 |
| 3Y | 0.00 | 8.65 | 55.84 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2019-10-31
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About Fund UTI Capital Protection Oriented Scheme Series VII - IV Growth
UTI Capital Protection Oriented Scheme Series VII - IV Growth managed by UTI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹142 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.11. 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 |
|---|---|---|---|
| Sundaram Hybrid Fund - Series U Growth | 0 | 53.97 CR | 1.13 |
| UTI Dual Advantage Fixed Term Fund Series III - I Growth | 0 | 32.74 CR | 1.07 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Hybrid Fund - Series U Growth | 2.1094 | 16.9492 |
| This FundUTI Dual Advantage Fixed Term Fund Series III - I Growth | 17.3339 | 16.9808 |
UTI Capital Protection Oriented Scheme Series VII - IV Growth FAQs
UTI Capital Protection Oriented Scheme Series VII - IV 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 VII - IV Growth is 1.11. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Capital Protection Oriented Scheme Series VII - IV 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 VII - IV 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 VII - IV Growth is ₹142 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Capital Protection Oriented Scheme Series VII - IV Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
