UTI Capital Protection Oriented Scheme Series X-II Growth Return

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹31 Cr

Lock In Period

N/A

Expense Ratio

1.09

Exit Load

Nil

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.39-1.18297.26
6M2.301.02315.31
1Y6.743.19339.02
3Y5.709.2655.84

Portfolio Analysis

  • Equity: 7.61%
  • Debt: 92.39%
  • Others
As on: 2021-05-15
View allocation % by

1. HDFC LTD.1.28%
2. ICICI BANK LTD1.09%
3. CHOLAMANDALAM FINANCIAL HOLDINGS LTD0.17%

1. INFOSYS LTD.2.18%

1. MAHINDRA & MAHINDRA LTD.0.89%
2. HERO MOTOCORP LTD.0.30%
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About Fund UTI Capital Protection Oriented Scheme Series X-II Growth

UTI Capital Protection Oriented Scheme Series X-II Growth managed by UTI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹31 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative 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
SBI Dual Advantage Fund - Series XXVI Growth02,232 CR1.08
ICICI Prudential Multiple Yield Fund - Series 10 Plan A Growth0158 CR1.15
UTI Capital Protection Oriented Scheme Series X-II Growth030 CR1.09
Fund Name1Y3Y
This FundSBI Dual Advantage Fund - Series XXVI Growth9.04717.9807
This FundICICI Prudential Multiple Yield Fund - Series 10 Plan A Growth5.11518.0651
This FundUTI Capital Protection Oriented Scheme Series X-II Growth6.738618.0913

UTI Capital Protection Oriented Scheme Series X-II Growth FAQs

UTI Capital Protection Oriented Scheme Series X-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 X-II 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 X-II Growth’s fund performance is as follows:
  • 1 Month : 0.39%
  • 6 Months : 2.30%
  • 1 Year : 6.74%
  • 3 Years : 5.70%
Returns of UTI Capital Protection Oriented Scheme Series X-II Growth are updated daily based on NAV of ₹ 11.758 as on May 25,2021. Since inception, the return has been 18.09%.

You can invest in UTI Capital Protection Oriented Scheme Series X-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 X-II Growth is ₹31 crore. It changes based on market performance, inflows, and outflows.

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