UTI - Unit Linked Insurance Plan

Category: Hybrid: Dynamic Asset Allocation
Launch Date: 01-10-1971
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index
Expense Ratio: 1.64% As on (30-04-2025)

Status: Open Ended Schemes
Minimum Investment: 15000.0
Minimum Topup: 1000.0
Total Assets: 546.71 Cr As on (30-05-2025)
Turn over: 3

NAV as on 20-06-2025

41.923 0.16 (0.3874%)

CAGR Since Inception

9.74%

NIFTY 50 Hybrid Composite debt 50:50 Index 11.41%

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PERFORMANCE of UTI - Unit Linked Insurance Plan

Scheme Performance (%) Data as on - 20-06-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
UTI - Unit Linked Insurance Plan	9.8	11.33	11.74	8.13	9.74
Benchmark	-	-	-	-	-
Hybrid: Dynamic Asset Allocation	5.4	15.36	14.22	9.99	11.03

Yearly Performance (%)

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Fund Managers

Mr. Sunil Patil FM 1,Mr. Ajay Tyagi FM 2,Mr. Ravi Gupta FM 3, Mr. Kamal Gada FM 4,Not Applicable FM 5

Investment Objective

Investment objective of the scheme is primarily to provide return through growth in the NAV or through dividend distribution (IDCW) and reinvestment thereof. Amounts collected under the scheme shall generally be invested as follows: (a) Not less than 60% of the funds in debt instruments with low to medium risk profile. (b) Not more than 40% of the funds in equities and equity related instruments

RETURNS CALCULATOR for UTI - Unit Linked Insurance Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of UTI - Unit Linked Insurance Plan

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
UTI - Unit Linked Insurance Plan	5.88	0.63	-1.06	0.77	7.12	10.72
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

PEER COMPARISION of UTI - Unit Linked Insurance Plan

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Period

Data as on - 20-06-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
UTI - Unit Linked Insurance Plan	01-10-1971	9.8	10.95	11.33	11.74	8.13
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	10-02-2023	9.95	15.69	0.0	0.0	0.0
ICICI Prudential Balanced Advantage Fund - Growth	01-12-2006	9.63	15.44	15.36	15.88	11.15
LIC MF Balanced Advantage Fund-Regular Plan-Growth	05-11-2021	9.31	12.4	13.53	0.0	0.0
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	25-04-2000	8.93	15.2	15.67	15.22	11.15
UTI Balanced Advantage Fund - Regular Plan - Growth Option	10-08-2023	8.91	0.0	0.0	0.0	0.0
Axis Balanced Advantage Fund - Regular Plan - Growth	07-08-2017	8.69	17.4	16.43	13.98	0.0
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth	27-02-2024	8.13	0.0	0.0	0.0	0.0
Kotak Balanced Advantage Fund -Regular Plan - Growth Option	05-07-2018	7.99	13.94	14.78	13.88	0.0
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	01-02-2014	7.74	13.83	13.92	11.48	9.04