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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹110 Cr
Lock In Period
N/A
Expense Ratio
1.09
Benchmark
Crisil Composite Bond Fund Index
Exit Load
Nil
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2019-10-31
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About Fund
UTI Capital Protection Oriented Scheme Series VII - V Growth managed by UTI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹110 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund 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.
Peer Comparison
FAQs
UTI Capital Protection Oriented Scheme Series VII - V 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 - V 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 VII - V Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in UTI Capital Protection Oriented Scheme Series VII - V 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 - V Growth is ₹110 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Capital Protection Oriented Scheme Series VII - V Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500