UTI-Unit Linked Insurance Plan – Direct

Hybrid | Dynamic Asset Allocation or Balanced Advantage
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹15,000 0.95 % 0★ ₹5,262 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹15,000 0.95 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹5,262 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

An open-ended balanced fund withan objective of investing not more than 40% of the funds in equity and equity related instruments and balance in debt and money market instruments with low to medium risk profile. Investment by an individual in the scheme is eligible for exemption under section 88 of the IT Act 1961. In addition the scheme also offers LIfe Insurance and Accident Insurance cover.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 0.3% 10.2% 7.0% 9.1%
Category Average 9.0% 16.9% 15.2% -

Scheme Allocation

Holding
Sector
Asset
Net CA & Others
6.56%
Bajaj Finance
2.38%
Natl. Hous. Bank
2.17%
GSEC2036
2.02%
GSEC2034
1.9%
Others
84.97%
Debt
54.18%
Cash & Others
6.56%
Banks
6.49%
Finance
3.99%
Consumer Durables
3.73%
Others
25.05%
Equity
39.08%
Govt Securities / Sovereign
32.01%
Non Convertable Debenture
18.49%
Net Curr Ass/Net Receivables
6.56%
Certificate of Deposit
1.82%
Others
2.04%

Fund House Details

UTI Mutual Fund

UTI-Unit Linked Insurance Plan – Direct

Fund Manager
Amandeep Chopra

Exit Load

Exit Load AFTER MATURITY - NIL.

Advance Ratio

-0.02 0.46 0.37 -0.04
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

UTI Mutual Fund
AUM:
2,23,841 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

Frequently Asked Questions

You can invest in UTI-Unit Linked Insurance Plan – Direct in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for UTI-Unit Linked Insurance Plan – Direct in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The UTI-Unit Linked Insurance Plan – Direct has delivered 9.1% since inception
The NAV of UTI-Unit Linked Insurance Plan – Direct is ₹34.9 as of 02 December 2022.
The expense ratio of UTI-Unit Linked Insurance Plan – Direct is 0.95 % as of 02 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now