• Home
  • Mutual Funds
  • UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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

1.68

Benchmark

CRISIL Debt Hybrid Index

Exit Load

2% for premature withdrawal. Nil - On or after Maturity.

Summary

Latest details for UTI Unit Linked Insurance Plan (ULIP) - Ten 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) - Ten Year Plan Growth AUM is ₹4,762 Cr, with a lock-in of N/A years, expense ratio of 1.68%, and benchmark CRISIL Debt Hybrid Index. 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%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.131.8015.17
6M-4.041.1925.87
1Y-1.514.5355.20
3Y8.2114.12142.79

Portfolio Analysis

  • Equity: 37.76%
  • Debt: 62.19%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI BANK LTD2.72%
2. HDFC BANK LIMITED2.30%
3. KOTAK MAHINDRA BANK LTD.1.45%
4. AU SMALL FINANCE BANK LTD0.34%

1. PERSISTENT SYSTEMS LTD.1.33%
2. COFORGE LTD1.19%
3. LTIMindtree Limited1.05%
4. INFOSYS LTD.0.16%

1. AJANTA PHARMA LTD.0.74%
2. TORRENT PHARMACEUTICALS LTD.0.54%
3. DIVIS LABORATORIES LTD.0.50%
4. IPCA LABORATORIES LTD.0.43%
5. ERIS LIFESCIENCES LTD0.31%
6. GLAND PHARMA LTD.0.25%
7. SYNGENE INTERNATIONAL LTD.0.18%
8. COHANCE LIFESCIENCES LIMITED0.11%

1. BAJAJ FINANCE LTD.2.47%

1. ETERNAL LIMITED2.33%

1. MAHINDRA & MAHINDRA LTD.0.92%
2. MARUTI SUZUKI INDIA LTD.0.85%

1. INFO-EDGE (INDIA) LTD.1.37%
2. INDIAMART INTERMESH LTD0.29%

1. DIXON TECHNOLOGIES (INDIA) LTD1.19%
2. HAVELLS INDIA LTD.0.41%

1. AVENUE SUPERMARTS LTD.1.50%

1. TITAN COMPANY LTD.1.49%

1. BHARTI AIRTEL LTD.1.31%

1. POLYCAB INDIA LTD0.70%
2. MOTHERSON SUMI WIRING INDIA LT0.32%

About Fund

UTI Unit Linked Insurance Plan (ULIP) - Ten 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 CRISIL Debt Hybrid Index while maintaining an expense ratio of 1.68. 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 NameRatingsAUMExpense Ratio
This FundSundaram Equity Fund Growth0828.43 CR2.45
This FundUTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth04761.79 CR1.66
This FundUTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth04761.79 CR1.68
This FundICICI Prudential Retirement Fund - Pure Equity Growth01608.65 CR2.02
This FundKotak Gold ETF Growth014115.88 CR0.55
Fund Name1Y3Y
This FundSundaram Equity Fund Growth37.40960
This FundUTI Unit Linked Insurance Plan (ULIP) - Fifteen Year Plan Growth-1.509926.7067
This FundUTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth-1.509926.7067
This FundICICI Prudential Retirement Fund - Pure Equity Growth15.6955100.4084
This FundKotak Gold ETF Growth55.1974142.7878

FAQs

UTI Unit Linked Insurance Plan (ULIP) - Ten 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) - Ten Year Plan Growth is 1.68. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Unit Linked Insurance Plan (ULIP) - Ten 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%
Returns of UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth are updated daily based on NAV of ₹ 40.926 as on Apr 23,2026. Since inception, the return has been 26.71%.

You can invest in UTI Unit Linked Insurance Plan (ULIP) - Ten 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) - Ten 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) - Ten 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