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) ` 4182.03
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Entry Load IF withdrawn prematurely - 2% on or after maturity - NIL.
Exit Load IF withdrawn prematurely - 2% on or after maturity - NIL.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 1.81

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -1.33% -1.85%
3 Month -5.64% -5.14%
6 Month -3.99% 4.40%
1 Year -8.89% -2.48%
3 Year 3.50% 10.08%
5 Year 6.47% 7.24%
Since Inception 10.42% 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