MF Gyan
otherHigh risk

UTI Capital Protection Oriented Scheme 3 years - Income Option

A specialised fund. Check the scheme details for what it invests in. From UTI Mutual Fund. It's been running since 23 Feb 2007.

Latest price per unit
₹10.00
19.37% today
As of 22 Feb 2010 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹91.9k
₹8.1k loss · -8.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
13.6%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-19.89%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)
CAGR — 1 year-8.09%
CAGR — 3 years
CAGR — 5 years
CAGR — since launch-0.15%
Volatility — 1 year (annualised)22.63%
Volatility — 3 years (annualised)13.59%
Max drawdown — 1 year-19.89%
Max drawdown — 3 years-19.89%
Sharpe ratio — 1 year (rf=6%)-0.66
Sharpe ratio — 3 years (rf=6%)-0.45

Fund info

Fund house
UTI Mutual Fund
Category
Income
Plan
Option
ISIN (Growth)
ISIN (Div re-invest)
Fund code
104951
First price on record
23 Feb 2007 · 733 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.