UTI-Unit Linked Insurance Plan

UTI-Unit Linked Insurance Plan

AMC Name: UTI Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Amandeep Chopra
Fund Horizon OPEN
Inception Date 01-Oct-1971
Scheme AUM(CR) ` 4275.08
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates 1,7,15,25
Entry Load IF withdrawn prematurely - 2% on or after maturity - NIL.
Exit Load IF withdrawn prematurely - 2% on or after maturity - NIL.
Expense Ratio 1.9

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 2.62% 5.82%
3 Month 3.54% 9.16%
6 Month -1.05% 8.77%
1 Year 0.50% 15.89%
3 Year 5.46% 14.58%
5 Year 6.48% 7.65%
Since Inception 10.47% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others