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UTI Capital Protection Oriented Scheme Series IX-III ( 1389 Days) - Regular Plan - Growth Option

UTI · Sectoral
Very High
₹12.17
Current NAV
03 Jun 2021
6.2%
1Y Return
6.7%
3Y CAGR
22.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.35).
  • Very large asset base (AUM: ₹15,900 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.35
Sharpe Ratio
1.25
Beta
1.85
Alpha
1.82
Sortino
Fund Details
Fund House UTI
Category Sectoral
AUM ₹15900 Cr
Expense Ratio 1.65%
Min SIP ₹500
Min Lumpsum ₹1000
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