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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹15000
AUM (Fund size)
₹4,762 Cr
Lock In Period
N/A
Expense Ratio
1.66
Benchmark
N/A
Exit Load
2% for premature withdrawal. Nil - On or after Maturity.
Summary
Latest details for UTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth include a ₹40.926 NAV as of Apr 23,2026 and returns since inception of 26.71%. Minimum investments start at SIP ₹0. The UTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth AUM is ₹4,762 Cr, with a lock-in of N/A years, expense ratio of 1.66%, and benchmark N/A. Exit load is - 2% for premature withdrawal. Nil - On or after Maturity.. In the growth review for 1M Month/Year, the fund recorded 4.13% returns, against a category average of 1.80% and a category best of 15.17%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.13 | 1.80 | 15.17 |
| 6M | -4.04 | 1.19 | 25.87 |
| 1Y | -1.51 | 4.53 | 55.20 |
| 3Y | 8.21 | 14.12 | 142.79 |
Portfolio Analysis
- Equity: 37.76%
- Debt: 62.19%
- Others
As on: 2026-03-31
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About Fund
UTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth managed by UTI Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹4,762 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.66. Under the expert guidance of Sunil Patil ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Sunil Patil
Mr. Sunil Patil is an M.Com, MFM and is a certified CA LLB-I. Mr. Patil has total experience of 16 years with UTI in primary market investment and dealing and 7 years experience in fund management.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSundaram Equity Fund Growth | 0 | 828.43 CR | 2.45 |
| This FundUTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth | 0 | 4761.79 CR | 1.66 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 0 | 1608.65 CR | 2.02 |
| This FundKotak Gold ETF Growth | 0 | 14115.88 CR | 0.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Equity Fund Growth | 37.4096 | 0 |
| This FundUTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth | -1.5099 | 26.7067 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 15.6955 | 100.4084 |
| This FundKotak Gold ETF Growth | 55.1974 | 142.7878 |
FAQs
UTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of UTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth is 1.66. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth’s fund performance is as follows:
- 1 Month : 4.13%
- 6 Months : -4.04%
- 1 Year : -1.51%
- 3 Years : 8.21%
You can invest in UTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of UTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth is ₹4,762 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500