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 | 0.96 % | 0★ | ₹5,068 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹15,000 | 0.96 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 0★ | ₹5,068 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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | -0.7% | 13.1% | 6.2% | 8.5% | ||||
| Category Average | 1.7% | 32.4% | 13.3% | - |
Scheme Allocation
Holding
Sector
Asset
LTI Mindtree
ICICI Bank
Bajaj Finance
HDFC Bank
Infosys
Others
Fund House Details
UTI-Unit Linked Insurance Plan – Direct
Fund Manager
Amandeep Chopra
Exit Load
| Exit Load | AFTER MATURITY - NIL. |
|---|
Advance Ratio
| -0.02 | 0.39 | 0.35 | -0.04 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
-
-
Hybrid | Conservative Hybrid Mutual Funds11.2%14.5%14.0%1Y3Y5Y
-
Peer Comparison
-
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 4
6.7%19.7%10.4%1Y3Y5Y -
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 4
4.5%18.6%9.7%1Y3Y5Y -
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 3
5.3%17.1%10.1%1Y3Y5Y -
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 3
3.5%13.4%8.0%1Y3Y5Y -
Hybrid | Dynamic Asset Allocation or Balanced Advantage | 5
3.9%11.9%7.2%1Y3Y5Y
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 8.5% since inception
The NAV of UTI-Unit Linked Insurance Plan – Direct is ₹33.7 as of 22 March 2023.
The expense ratio of UTI-Unit Linked Insurance Plan – Direct is 0.96 % as of 22 March 2023.
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”.
The AUM of UTI-Unit Linked Insurance Plan – Direct is ₹2,23,841 Cr as of 22 March 2023
The minimum SIP amount of UTI-Unit Linked Insurance Plan – Direct is ₹500
The top stock holdings of UTI-Unit Linked Insurance Plan – Direct are
- LTI Mindtree - 2.78%
- ICICI Bank - 2.35%
- Bajaj Finance - 2.14%
- HDFC Bank - 1.88%
- Infosys - 1.8%
The top sectors UTI-Unit Linked Insurance Plan – Direct has invested in are
- LTI Mindtree - 2.78%
- ICICI Bank - 2.35%
- Bajaj Finance - 2.14%
- HDFC Bank - 1.88%
- Infosys - 1.8%
