How to Invest in UTI Unit Linked Insurance Plan Direct?

You can easily invest in UTI Unit Linked Insurance Plan Direct in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for UTI Unit Linked Insurance Plan Direct from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in UTI Unit Linked Insurance Plan Direct as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does UTI Unit Linked Insurance Plan Direct provide?

The UTI Unit Linked Insurance Plan Direct has been there from 01 Jan 2013 and the average annual returns provided by this fund is 7.92% since its inception.

How much expense ratio is charged by UTI Unit Linked Insurance Plan Direct?

The term Expense Ratio used for UTI Unit Linked Insurance Plan Direct or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of UTI Unit Linked Insurance Plan Direct is 0.91% as of 04 Dec 2023...

What is the AUM of UTI Unit Linked Insurance Plan Direct?

The AUM, short for Assets Under Management of UTI Unit Linked Insurance Plan Direct is ₹5,185.24Cr as of 04 Dec 2023.

How to Redeem UTI Unit Linked Insurance Plan Direct?

If you want to sell your UTI Unit Linked Insurance Plan Direct holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of UTI Unit Linked Insurance Plan Direct?

You can select either SIP or Lumpsum investment of UTI Unit Linked Insurance Plan Direct based on your investment objective and risk tolerance.

What is the NAV of UTI Unit Linked Insurance Plan Direct?

The NAV of UTI Unit Linked Insurance Plan Direct is ₹37.73 as of 01 Dec 2023.

What is the PE and PB ratio of UTI Unit Linked Insurance Plan Direct?

The PE ratio ratio of UTI Unit Linked Insurance Plan Direct is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

UTI Unit Linked Insurance Plan Direct - NAV, Mutual Fund Performance & Portfolio

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UTI Unit Linked Insurance Plan Direct
Hybrid
Dynamic Asset Allocation
High Risk
8.80%
3Y annualised
+0.19% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹37.73
Min. SIP amountNot Supported
Rating1
Fund size₹5,185.24Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.9%8.8%7.9%9.0%
Category average12.0%12.0%10.7%NA
Rank with in category302319NA
Understand terms
Holdings (96)NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.4%
GOI
SovereignGOI Sec7.2%
GOI
SovereignGOI Sec5.7%
LTIMindtree Ltd.
TechnologyEquity2.7%
HDFC Bank Ltd.
FinancialEquity2.5%
Bajaj Finance Ltd.
FinancialEquity2.4%
GOI
SovereignGOI Sec2.4%
HDFC Bank Ltd.
FinancialDebenture2.3%
ICICI Bank Ltd.
FinancialEquity2.3%
Indian Railway Finance Corporation Ltd.
FinancialNCD1.9%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
24 Nov 2023 - Present
0.91%
23 Nov 2023 - 24 Nov 2023
0.91%
22 Nov 2023 - 23 Nov 2023
0.91%
20 Nov 2023 - 22 Nov 2023
0.91%
17 Nov 2023 - 20 Nov 2023
0.91%
16 Nov 2023 - 17 Nov 2023
0.91%
15 Nov 2023 - 16 Nov 2023
0.91%
13 Nov 2023 - 15 Nov 2023
0.91%
10 Nov 2023 - 13 Nov 2023
0.91%
09 Nov 2023 - 10 Nov 2023
0.91%
07 Nov 2023 - 09 Nov 2023
0.90%
06 Nov 2023 - 07 Nov 2023
0.90%
03 Nov 2023 - 06 Nov 2023
0.90%
02 Nov 2023 - 03 Nov 2023
0.90%
01 Nov 2023 - 02 Nov 2023
0.91%
31 Oct 2023 - 01 Nov 2023
0.90%
30 Oct 2023 - 31 Oct 2023
0.90%
27 Oct 2023 - 30 Oct 2023
0.90%
26 Oct 2023 - 27 Oct 2023
0.91%
25 Oct 2023 - 26 Oct 2023
0.90%
23 Oct 2023 - 25 Oct 2023
0.90%
19 Oct 2023 - 23 Oct 2023
0.90%
18 Oct 2023 - 19 Oct 2023
0.90%
17 Oct 2023 - 18 Oct 2023
0.90%
16 Oct 2023 - 17 Oct 2023
0.90%
13 Oct 2023 - 16 Oct 2023
0.90%
12 Oct 2023 - 13 Oct 2023
0.90%
11 Oct 2023 - 12 Oct 2023
0.90%
10 Oct 2023 - 11 Oct 2023
0.90%
09 Oct 2023 - 10 Oct 2023
0.90%
06 Oct 2023 - 09 Oct 2023
0.90%
05 Oct 2023 - 06 Oct 2023
0.90%
04 Oct 2023 - 05 Oct 2023
0.90%
03 Oct 2023 - 04 Oct 2023
0.90%
30 Sep 2023 - 03 Oct 2023
0.90%
29 Sep 2023 - 30 Sep 2023
0.90%
27 Sep 2023 - 29 Sep 2023
0.90%
26 Sep 2023 - 27 Sep 2023
0.90%
25 Sep 2023 - 26 Sep 2023
0.90%
22 Sep 2023 - 25 Sep 2023
0.90%
21 Sep 2023 - 22 Sep 2023
0.90%
20 Sep 2023 - 21 Sep 2023
0.90%
18 Sep 2023 - 20 Sep 2023
0.90%
15 Sep 2023 - 18 Sep 2023
0.90%
14 Sep 2023 - 15 Sep 2023
0.90%
13 Sep 2023 - 14 Sep 2023
0.90%
12 Sep 2023 - 13 Sep 2023
0.90%
11 Sep 2023 - 12 Sep 2023
0.90%
08 Sep 2023 - 11 Sep 2023
0.90%
07 Sep 2023 - 08 Sep 2023
0.90%
06 Sep 2023 - 07 Sep 2023
0.90%
05 Sep 2023 - 06 Sep 2023
0.90%
04 Sep 2023 - 05 Sep 2023
0.90%
01 Sep 2023 - 04 Sep 2023
0.90%
31 Aug 2023 - 01 Sep 2023
0.90%
31 Jul 2023 - 31 Aug 2023
0.95%
30 Jun 2023 - 31 Jul 2023
0.95%
31 May 2023 - 30 Jun 2023
0.96%
30 Apr 2023 - 31 May 2023
0.96%
31 Mar 2023 - 30 Apr 2023
0.97%
28 Feb 2023 - 31 Mar 2023
0.97%
31 Jan 2023 - 28 Feb 2023
0.96%
31 Dec 2022 - 31 Jan 2023
0.96%
30 Nov 2022 - 31 Dec 2022
0.95%
30 Nov 2022 - 30 Nov 2022
0.95%
30 Nov 2022 - 30 Nov 2022
0.95%
31 Oct 2022 - 30 Nov 2022
0.95%
31 Oct 2022 - 31 Oct 2022
0.95%
31 Oct 2022 - 31 Oct 2022
0.95%
30 Sep 2022 - 31 Oct 2022
0.95%
30 Sep 2022 - 30 Sep 2022
0.95%
30 Sep 2022 - 30 Sep 2022
0.95%
31 Aug 2022 - 30 Sep 2022
0.95%
31 Aug 2022 - 31 Aug 2022
0.95%
31 Jul 2022 - 31 Aug 2022
0.96%
31 Jul 2022 - 31 Jul 2022
0.96%
30 Jun 2022 - 31 Jul 2022
1.81%
30 Jun 2022 - 30 Jun 2022
1.81%
30 Jun 2022 - 30 Jun 2022
0.98%
30 Jun 2022 - 30 Jun 2022
0.98%
31 May 2022 - 30 Jun 2022
0.89%
31 May 2022 - 31 May 2022
0.89%
30 Apr 2022 - 31 May 2022
0.88%
30 Apr 2022 - 30 Apr 2022
0.88%
31 Mar 2022 - 30 Apr 2022
0.88%
31 Mar 2022 - 31 Mar 2022
0.88%
28 Feb 2022 - 31 Mar 2022
0.88%
28 Feb 2022 - 28 Feb 2022
0.88%
31 Jan 2022 - 28 Feb 2022
0.88%
31 Dec 2021 - 31 Jan 2022
0.94%
30 Nov 2021 - 31 Dec 2021
0.94%
31 Oct 2021 - 30 Nov 2021
0.94%
30 Sep 2021 - 31 Oct 2021
0.98%
31 Aug 2021 - 30 Sep 2021
0.99%
31 Jul 2021 - 31 Aug 2021
1.00%
30 Jun 2021 - 31 Jul 2021
1.06%
31 May 2021 - 30 Jun 2021
1.06%
30 Apr 2021 - 31 May 2021
1.06%
31 Mar 2021 - 30 Apr 2021
1.03%
28 Feb 2021 - 31 Mar 2021
1.04%
31 Jan 2021 - 28 Feb 2021
1.04%
31 Dec 2020 - 31 Jan 2021
1.04%
30 Nov 2020 - 31 Dec 2020
1.05%
31 Oct 2020 - 30 Nov 2020
1.05%
30 Sep 2020 - 31 Oct 2020
1.04%
31 Aug 2020 - 30 Sep 2020
1.04%
31 Jul 2020 - 31 Aug 2020
1.05%
30 Jun 2020 - 31 Jul 2020
1.13%
31 May 2020 - 30 Jun 2020
1.14%
30 Apr 2020 - 31 May 2020
1.10%
31 Mar 2020 - 30 Apr 2020
1.11%
29 Feb 2020 - 31 Mar 2020
1.09%
31 Jan 2020 - 29 Feb 2020
1.09%
31 Dec 2019 - 31 Jan 2020
1.12%
30 Nov 2019 - 31 Dec 2019
1.12%
31 Oct 2019 - 30 Nov 2019
1.12%
30 Sep 2019 - 31 Oct 2019
1.16%
31 Aug 2019 - 30 Sep 2019
1.17%
31 Jul 2019 - 31 Aug 2019
1.17%
30 Jun 2019 - 31 Jul 2019
1.37%
31 May 2019 - 30 Jun 2019
1.37%
30 Apr 2019 - 31 May 2019
1.37%
31 Mar 2019 - 30 Apr 2019
1.38%
28 Feb 2019 - 31 Mar 2019
1.38%
31 Jan 2019 - 28 Feb 2019
1.38%
31 Dec 2018 - 31 Jan 2019
1.38%
30 Nov 2018 - 31 Dec 2018
1.38%
31 Oct 2018 - 30 Nov 2018
1.38%
30 Sep 2018 - 31 Oct 2018
1.38%
31 Aug 2018 - 30 Sep 2018
1.38%
31 Jul 2018 - 31 Aug 2018
1.38%
30 Jun 2018 - 31 Jul 2018
1.34%
31 May 2018 - 30 Jun 2018
1.34%
30 Apr 2018 - 31 May 2018
1.34%
31 Mar 2018 - 30 Apr 2018
1.39%
28 Feb 2018 - 31 Mar 2018
1.34%
31 Jan 2018 - 28 Feb 2018
1.63%
31 Dec 2017 - 31 Jan 2018
1.33%
30 Nov 2017 - 31 Dec 2017
1.34%
31 Oct 2017 - 30 Nov 2017
1.36%
Expense ratio, exit load and taxExpense ratio: 0.91%Inclusive of GST
Exit load2% for premature withdrawal
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSunil Patil
Dec 2021 - Present
View details
Education
Mr. Sunil Patil is an M.Com, MFM and CA LLB-I.
Experience
He joined UTI AMC in October 1989. He has overall 31 years of experience in Primary Market Investment / Dealing and Fund Management.
Also manages these schemes
UTI Medium to Long Duration Fund Direct Growth
UTI Multi Asset Allocation Fund Direct Growth
UTI Children's Career Fund Savings Plan Direct Plan
UTI Unit Linked Insurance Plan Direct
UTI Quarterly Interval Fund Series VII Direct Growth
UTI Monthly Interval Fund Series II Retail Direct Growth
UTI Monthly Interval Fund Series 1 Retail Direct Growth
UTI Quarterly Interval Fund II Direct Growth
UTI Quarterly Interval Fund Series III Direct Growth
UTI Quarterly Interval Fund III Direct Growth
UTI Quarterly Interval Fund I Direct Growth
UTI Half Yearly Interval Fund Series 1 Direct Growth
UTI Annual Interval Fund I Direct Growth
UTI Annual Interval Fund II Direct Growth
UTI Fixed Term Income Fund Series XVII XV (1825 Days) Direct Growth
UTI Fixed Term Income Fund Series XVIII II (1825 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II I (1998 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII II (1100 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VI II (1100 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II III (1998 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII IV (1100 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VI III (1098 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII VI (1100 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII VII (1098 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII IX (1100 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II IV (1997 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII I (1098 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII XIII (1100 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II V (1997 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII XV (1176 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII II (1281 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III I (1998 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIV V (1132 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIV XI (1098 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII IV (1278 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIV XII (1099 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII V (1281 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIV XIV (1831 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIV XVII (1098 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III II (1278 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV II (1097 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III III (1102 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VIII I (1278 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV III (1100 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV VI (1098 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV VII (1097 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV VIII (1100 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV IX (1098 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series IV I (1279 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV XI (1211 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI I (1182 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series IV II (1278 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI V (1160 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI VI (1146 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI VII (1140 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI IX (1113 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX I (1467 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI XII (1096 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI XIII (1124 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI XV (1097 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX II (1462 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII I (1113 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII III (1096 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII IV (1113 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX III (1389 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII V (1097 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII VI (1113 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series V I (1103 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII X (1118 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII I (1230 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII II (1210 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII III (1203 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII V (1190 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII VII (1169 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII VIII (1171 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII X (1153 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII XIII (1134 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII XIV (1147 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX I (1134 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX II (1118 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX III (1131 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX VII (1135 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX VIII (1127 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX IX (1109 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX XI (1112 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX XIII (1122 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX XIV (1131 Days) Direct Growth
UTI Corporate Bond Fund Direct Growth
UTI Equity Savings Fund Direct Growth
UTI Fixed Term Income Fund Series XXX I (1104 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX II (1107 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX III (1106 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX IV (1125 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX V (1135 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX VI (1107 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX IX (1266 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX XI (1246 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX XII (1254 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX XIII (1224 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX XIV (1209 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX XV (1223 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI II (1222 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI III (1174 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI IV (1204 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI V (1174 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI VI (1167 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI VII (1155 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI VIII (1153 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI IX (1168 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI X (1168 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI XI (1169 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI XII (1148 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI XIII (1127 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXIII I (1135 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXV I (1260 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXV II (1223 Days) Direct Growth
UTI CRISIL SDL Maturity April 2033 Index Fund Direct Growth
UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth
UTI Fixed Term Income Fund Series XXXV III (1176 Days) Direct Growth
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UTI Long Duration Fund Direct Growth
Ajay Tyagi
Dec 2014 - Present
View details
Education
Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
Experience
He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.
Also manages these schemes
UTI Flexi Cap Fund Direct Growth
UTI Conservative Hybrid Fund Direct Growth
UTI Unit Linked Insurance Plan Direct
UTI Conservative Hybrid Fund Segregated Portfolio Direct Growth
Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM₹2,58,722.96Cr
Date of Incorporation14 Nov 2002
 UTI Unit Linked Insurance Plan Direct is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Ajay Tyagi is the Current Fund Manager of UTI Unit Linked Insurance Plan Direct fund. The fund currently has an Asset Under Management(AUM) of ₹2,58,723 Cr and the Latest NAV as of 01 Dec 2023 is ₹37.73.
The UTI Unit Linked Insurance Plan Direct is rated High risk. Minimum SIP Investment is set to ₹500. 2% for premature withdrawal
;
Investment ObjectiveAn open-ended balance fund with an objective of investing not more than 40% of the funds in equity and equity related instrument and balance in debt and money market instruments with low to medium risk profile. Investment by and individual in the scheme is eligible for deduction from the income under section 80C of the IT Act 1661. In addition the scheme also offers Life Insurance and Accident Insurance cover.
;
Fund benchmarkNIFTY 50 Hybrid Composite debt 50:50 Index
Scheme Information Document(SID)
Fund house contact details
Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
Website
www.utimf.com
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
UTI Unit Linked Insurance Plan Direct
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Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	7.9%	8.8%	7.9%	9.0%
Category average	12.0%	12.0%	10.7%	NA
Rank with in category	30	23	19	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	9.4%
GOI	Sovereign	GOI Sec	7.2%
GOI	Sovereign	GOI Sec	5.7%
LTIMindtree Ltd.	Technology	Equity	2.7%
HDFC Bank Ltd.	Financial	Equity	2.5%
Bajaj Finance Ltd.	Financial	Equity	2.4%
GOI	Sovereign	GOI Sec	2.4%
HDFC Bank Ltd.	Financial	Debenture	2.3%
ICICI Bank Ltd.	Financial	Equity	2.3%
Indian Railway Finance Corporation Ltd.	Financial	NCD	1.9%

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	1
Fund size	₹5,185.24Cr

UTI Unit Linked Insurance Plan Direct

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (96)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.91%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sunil PatilDec 2021 - PresentView details

Ajay TyagiDec 2014 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sunil Patil
Dec 2021 - Present
View details

Ajay Tyagi
Dec 2014 - Present
View details