17493
23411
UTI-Unit Linked Insurance Plan - Direct
6.70
14.27
10.52
-0.34
-1.33
1.16
7.84
9.38
  • NAV

    42.82

    as on 19 Nov 2024

  • ₹0.10 (0.24%)

    Last Change

  • 6.70%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 15000

    Min Lumpsum
  • 0.94%

    Expense Ratio
  • Rating
  • 5,433 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 19 Nov 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 14.27%
  • 6.70%
  • 10.52%
  • 9.38
13.20%
7.19%
5.71%
5.13%
4.72%
64.05%
View all Holdings
  • -1.19Alpha
  • 1.71SD
  • 0.43Beta
  • 0.22Sharpe
  • Exit Load
  • AFTER MATURITY - NIL.
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.

Amandeep Chopra

Low Low to
moderate
Moderate Moderately
High
High Very
High

UTI Mutual Fund

  • AUM :
  • 342,690Cr
  • Address :
  • UTI Towers, Gn Block,Bandra Kurla Complex,Bandra (East), Mumbai 400 051
  • Contact :
  • +91022 66786666
  • Email ID :
  • service@uti.co.in
Mutual Fund by Category

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Long Duration

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Aggressive Hybrid Mutual

FAQs

You can invest in UTI-Unit Linked Insurance Plan - Direct in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for UTI-Unit Linked Insurance Plan - Direct in the search box.
  3. 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"

UTI-Unit Linked Insurance Plan - Direct has delivered 9.40% since inception

The NAV of UTI-Unit Linked Insurance Plan - Direct is ₹41.5697 as of 19 Nov 2024

The expense ratio of UTI-Unit Linked Insurance Plan - Direct is % as of 19 Nov 2024

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 5286.39 CR as of 19 Nov 2024

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

  1. GSEC2037 - 13.20%
  2. GSEC2036 - 7.19%
  3. GSEC2034 - 5.71%
  4. Gsec2039 - 5.13%
  5. GSEC2030 - 4.72%

The top sectors UTI-Unit Linked Insurance Plan - Direct has invested in are

  1. Debt - 58.24%
  2. Banks - 6.89%
  3. Retailing - 5.17%
  4. IT-Software - 4.5%
  5. Consumer Durables - 4.05%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select UTI-Unit Linked Insurance Plan - Direct in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of UTI-Unit Linked Insurance Plan - Direct based on your investment objective and risk tolerance

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