UTI Capital Protection Oriented Scheme Series VIII - II Growth Return

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Showing Funds Performance since Sep 07, 2020

UTI Capital Protection Oriented Scheme Series VIII - II Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹109 Cr

Lock In Period

N/A

Expense Ratio

1.08

Exit Load

Nil

Benchmark

Crisil MIP Blended Index

UTI Capital Protection Oriented Scheme Series VIII - II Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.00-0.22297.26
6M6.511.94315.31
1Y12.914.89339.02
3Y10.1813.2155.84

Portfolio Analysis

  • Equity: 26.13%
  • Debt: 73.87%
  • Others
As on: 2021-08-31
View allocation % by

1. ICICI BANK LTD2.69%
2. HDFC BANK LTD.2.32%
3. ADITYA BIRLA CAPITAL LTD0.38%

1. DR REDDY'S LABORATORIES LTD.1.76%
2. SUN PHARMACEUTICALS INDUSTRIES LTD.1.48%
3. AUROBINDO PHARMA LTD.0.90%
4. AJANTA PHARMA LIMITED0.81%

1. TATA CONSUMER PRODUCTS LTD3.86%

1. WIPRO LTD.2.07%
2. MPHASIS LTD1.05%

1. JUBILANT FOOD WORKS LTD2.79%

1. TORRENT POWER LTD.1.31%

1. GAIL (INDIA) LTD.0.68%
2. CASTROL INDIA LTD.0.48%

1. LARSEN & TOUBRO LTD.1.12%

1. BHARTI AIRTEL LTD.1.12%
No Data Found
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About Fund UTI Capital Protection Oriented Scheme Series VIII - II Growth

UTI Capital Protection Oriented Scheme Series VIII - II Growth managed by UTI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹109 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 1.08. 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 VIII - II Growth0109 CR1.08
Fund Name1Y3Y
This FundUTI Capital Protection Oriented Scheme Series VIII - II Growth12.9133.7643

UTI Capital Protection Oriented Scheme Series VIII - II Growth FAQs

UTI Capital Protection Oriented Scheme Series VIII - II 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 VIII - II Growth is 1.08. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Capital Protection Oriented Scheme Series VIII - II Growth’s fund performance is as follows:
  • 1 Month : 1.00%
  • 6 Months : 6.51%
  • 1 Year : 12.91%
  • 3 Years : 10.18%
Returns of UTI Capital Protection Oriented Scheme Series VIII - II Growth are updated daily based on NAV of ₹ 14.7526 as on Sep 28,2021. Since inception, the return has been 33.76%.

You can invest in UTI Capital Protection Oriented Scheme Series VIII - II 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 VIII - II Growth is ₹109 crore. It changes based on market performance, inflows, and outflows.

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