Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | UTI - Capital Protection Oriented Scheme - Series VIII-IV (1996 Days) |
|---|---|
| Category | Income |
| Share of three-year stretches it beat its category P4 | 40% of 30 |
| Regular plan costs more than Direct by, a year P5 | 1.07% |
| Portfolio turned over a year P1 | 5% |
| Run by P7 | not known |
| 1-year return | 6.5% |
| 3 years p.a. | 8.3% |
| 5 years p.a. | 7.7% |
| Deepest fall (max drawdown) | not computed |
| Assets (AUM) | ₹16 Cr |
| Disclosed history | 5.3 yrs |
| Holdings · top ten weight | 11 · 100% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.