UTI-Unit Linked Insurance Plan – Direct
₹ 500
Min SIP
₹ 15,000
Min Lumpsum
0.92 %
Expense Ratio
Rating
5,308
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12.6% | 8.1% | 7.8% | 9% | ||||
| Category Average | 23% | 16.2% | 14.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-1.25
Alpha
1.72
SD
0.4
Beta
0.27
Sharpe
Exit Load
| Exit Load | AFTER MATURITY - NIL. |
|---|
Fund 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.
Fund Managers
Amandeep Chopra
Mr Amandeep Chopra, Group President and Head of Income, is an elite awardee for a list of awards like Best Debt Fund Manager, Best Debt Fund House and the funds under his managerial sense. He has served with the company since 1994. He has served on various committees like the Executive Investment Committee, Valuation Committee and Management Committee of the AMC. He even consults with India’s Securities & Exchange Board (SEBI).
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 79,875
-
39.6%Fund Size - 79,875
-
26%Fund Size - 79,875
-
18.6%Fund Size - 79,875
-
- 10,737
-
26.3%Fund Size - 10,737
-
14.7%Fund Size - 10,737
-
15.6%Fund Size - 10,737
-
- 7,719
-
24.9%Fund Size - 7,719
-
14.5%Fund Size - 7,719
-
12.7%Fund Size - 7,719
-
- 718
-
27.4%Fund Size - 718
-
14.4%Fund Size - 718
-
12.1%Fund Size - 718
-
- 56,174
-
21.5%Fund Size - 56,174
-
14%Fund Size - 56,174
-
13.2%Fund Size - 56,174
AMC Contact Details
UTI Mutual Fund
AUM:
2,90,993 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
More Funds from UTI Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Conservative Hybrid .
-
- 53
-
11.2%Fund Size - 53
-
14.5%Fund Size - 53
-
14%Fund Size - 53
-
- Debt .
- Fixed Maturity Plans .
-
- 145
-
11.2%Fund Size - 145
-
14.5%Fund Size - 145
-
14%Fund Size - 145
-
- Debt .
- Fixed Maturity Plans .
-
- 122
-
11.2%Fund Size - 122
-
14.5%Fund Size - 122
-
14%Fund Size - 122
-
- Debt .
- Fixed Maturity Plans .
-
- 124
-
11.2%Fund Size - 124
-
14.5%Fund Size - 124
-
14%Fund Size - 124
-
- Debt .
- Fixed Maturity Plans .
-
- 84
-
11.2%Fund Size - 84
-
14.5%Fund Size - 84
-
14%Fund Size - 84
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
39.3%Fund Size - 1,863
-
20.4%Fund Size - 1,863
-
18.8%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
31.1%Fund Size - 12,577
-
17.1%Fund Size - 12,577
-
18.2%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 53,505
-
38.7%Fund Size - 53,505
-
22.1%Fund Size - 53,505
-
18%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 24,378
-
43.3%Fund Size - 24,378
-
26.3%Fund Size - 24,378
-
17.9%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 118
-
43.9%Fund Size - 118
-
21.2%Fund Size - 118
-
17.6%Fund Size - 118
Frequently Asked Questions
How to invest in UTI-Unit Linked Insurance Plan – Direct ?
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"
What is the NAV of UTI-Unit Linked Insurance Plan – Direct ?
The NAV of UTI-Unit Linked Insurance Plan – Direct is ₹38.8 as of 18 April 2024.
How to redeem UTI-Unit Linked Insurance Plan – Direct holding ?
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”.
What is the minimum sip amount of UTI-Unit Linked Insurance Plan – Direct?
The minimum SIP amount of UTI-Unit Linked Insurance Plan – Direct is ₹500
What are the top sectors UTI-Unit Linked Insurance Plan – Direct has invested in?
The top sectors UTI-Unit Linked Insurance Plan – Direct has invested in are
- Debt - 58.83%
- Banks - 6.51%
- IT-Software - 5.55%
- Retailing - 4.91%
- Consumer Durables - 4.03%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Unit Linked Insurance Plan – Direct?
Yes, You can select both SIP or Lumpsum investment of UTI-Unit Linked Insurance Plan – Direct based on your investment objective and risk tolerance.
How much returns have UTI-Unit Linked Insurance Plan – Direct generated ?
The UTI-Unit Linked Insurance Plan – Direct has delivered 9% since inception
What is the expense ratio of UTI-Unit Linked Insurance Plan – Direct ?
The expense ratio of UTI-Unit Linked Insurance Plan – Direct is 0.92 % as of 18 April 2024.
What is the AUM of UTI-Unit Linked Insurance Plan – Direct?
The AUM of UTI-Unit Linked Insurance Plan – Direct is ₹2,90,993 Cr as of 18 April 2024
What are the top stock holdings of UTI-Unit Linked Insurance Plan – Direct?
The top stock holdings of UTI-Unit Linked Insurance Plan – Direct are
- ICICI Bank - 2.56%
- HDFC Bank - 2.25%
- Bajaj Finance - 2.2%
- LTIMindtree - 1.9%
- Avenue Super. - 1.71%
How can I redeem my investments in UTI-Unit Linked Insurance Plan – Direct?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Unit Linked Insurance Plan – Direct in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Unit Linked Insurance Plan – Direct in Scheme, enter the redemption amount, and click on submit button.