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UTI Unit Linked Insurance Plan Direct+0.19%

29.11%
1 Year Return
Hybrid
Dynamic Asset Allocation
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Unit Linked Insurance Plan Direct

RiskHigh
Min SIP AmountNot Supported
Expense Ratio1.06%
NAV₹32.00 (11 Jun 2021)
Fund Started01 Jan 2013
Fund Size5,035 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
29.1%
7.4%
9.0%
6.8%
Category Average
26.3%
6.7%
8.4%
-
Rank Within Category
14
16
10
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 29.1% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec5.7%
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Bajaj Finance Ltd.FinancialEquity2.9%
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GOISovereignGOI Sec2.3%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture2.1%
Housing Development Finance Corpn. Ltd.FinancialDebenture2.1%
Gujarat StateOthersSDL2.1%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture2.0%
GOISovereignGOI Sec2.0%
See All

Fund Managers

Amandeep Singh Chopra
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UTI Unit Linked Insurance Plan Direct Details

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 01 Jan 2013. Amandeep Chopra, 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 ₹5,035 Cr and the Latest NAV as of 11 Jun 2021 is ₹32.00.

The UTI Unit Linked Insurance Plan Direct is rated High risk. Minimum SIP Investment is set to 500. 2% for premature withdrawal

Investment Objective

An 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.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
2% for premature withdrawal
Exit Load

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About UTI Mutual Fund

Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
Website
NA
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,
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