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UTI Capital Protection Oriented Scheme Series VIII-IV (1996 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 15 Nov 2016.

Latest price per unit

₹14.8631

▲ 0.01% 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

₹1.06 L

▲ ₹6.4k gain · 6.4% / year

Invested 3 years ago

₹1.27 L

▲ ₹26.9k gain · 8.3% / year

Invested 5 years ago

₹1.45 L

▲ ₹44.7k gain · 7.7% / 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

2.7%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-5.20%

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 year6.39%

CAGR — 3 years8.26%

CAGR — 5 years7.67%

CAGR — since launch7.48%

Volatility — 1 year (annualised)2.13%

Volatility — 3 years (annualised)2.66%

Max drawdown — 1 year-1.45%

Max drawdown — 3 years-5.20%

Sharpe ratio — 1 year (rf=6%)0.13

Sharpe ratio — 3 years (rf=6%)0.81

Fund info

Fund house: UTI Mutual Fund
Category: IDF
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 140068
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.