MF Gyan
otherVery high risk

UTI Capital Protection Oriented Scheme - Series VIII-IV (1996 Days) - Direct Plan - IDCW

A specialised fund. Check the scheme details for what it invests in. From UTI Mutual Fund. It's been running since 15 Nov 2016.

Latest price per unit
₹10.00
32.71% today
As of 28 Apr 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹71.6k
₹28.4k loss · -28.4% / year
Invested 3 years ago
₹85.4k
₹14.6k loss · -5.1% / year
Invested 5 years ago
₹97.3k
₹2.7k loss · -0.5% / 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
23.3%

The value swings roughly 23% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-32.71%

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-28.44%
CAGR — 3 years-5.11%
CAGR — 5 years-0.54%
CAGR — since launch-0.06%
Volatility — 1 year (annualised)40.02%
Volatility — 3 years (annualised)23.31%
Max drawdown — 1 year-32.71%
Max drawdown — 3 years-32.71%
Sharpe ratio — 1 year (rf=6%)-1.00
Sharpe ratio — 3 years (rf=6%)-0.49

Fund info

Fund house
UTI Mutual Fund
Category
IDF
Plan
Direct
Option
IDCW
ISIN (Growth)
ISIN (Div re-invest)
Fund code
140065
First price on record
15 Nov 2016 · 1,346 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.