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UTI Capital Protection Oriented Scheme Series VIII -II (1831 Days) - Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From UTI Mutual Fund. It's been running since 28 Sep 2016.

Latest price per unit

₹15.6052

▲ 0.01% today

As of 28 Sep 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.13 L

▲ ₹13.5k gain · 13.5% / year

Invested 3 years ago

₹1.37 L

▲ ₹36.6k gain · 10.9% / year

Invested 5 years ago

₹1.56 L

▲ ₹55.8k gain · 9.3% / 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

4.1%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-7.90%

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 year13.46%

CAGR — 3 years10.95%

CAGR — 5 years9.27%

CAGR — since launch9.27%

Volatility — 1 year (annualised)3.38%

Volatility — 3 years (annualised)4.07%

Max drawdown — 1 year-1.57%

Max drawdown — 3 years-7.90%

Sharpe ratio — 1 year (rf=6%)2.03

Sharpe ratio — 3 years (rf=6%)1.15

Fund info

Fund house: UTI Mutual Fund
Category: IDF
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 139859
First price on record: 28 Sep 2016 · 1,233 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.