FAQ : UTI Unit Linked Insurance Plan - Direct Plan

UTI Unit Linked Insurance Plan - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 13.49 8.32 8.4 7.94
Average Rolling Returns(%) 10.07 9.41 8.49 9.23

The Current NAV of UTI Unit Linked Insurance Plan - Direct Plan is ₹39.04.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

UTI Unit Linked Insurance Plan - Direct Plan fund’s expense ratio is 0.93%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI Unit Linked Insurance Plan - Direct Plan is currently ₹5,295 Crores.

The Top three stocks are ICICI Bank, LTIMindtree and HDFC Bank and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 10% and 17% of fund’s portfolio respectively.

Top three sectors of UTI Unit Linked Insurance Plan - Direct Plan fund are Others, BFSI and IT accounting for 75% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of UTI Unit Linked Insurance Plan - Direct Plan Fund is Hybrid - Dynamic Asset Allocation.

Sunil Patil and Ajay Tyagi manage the UTI Unit Linked Insurance Plan - Direct Plan Fund.

UTI Unit Linked Insurance Plan - Direct Plan current PE ratio is 62.02 and PB ratio is 10.71

The asset allocation of UTI Unit Linked Insurance Plan - Direct Plan is Stocks : 37.43%, Debt : 62.47% and Gold : 0.04%

The minimum SIP amount for UTI Unit Linked Insurance Plan - Direct Plan is N/A and minimum lumpsum is ₹15000.00

The exit load for UTI Unit Linked Insurance Plan - Direct Plan is 2% on or before maturity,Nil after maturity

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