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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹15000
AUM (Fund size)
₹5,035 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 ₹40.2297 NAV as of Mar 12,2026 and returns since inception of 26.03%. Minimum investments start at SIP ₹0. The UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth AUM is ₹5,035 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 -3.74% returns, against a category average of -1.34% and a category best of 3.94%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.74 | -1.34 | 3.94 |
| 6M | -4.98 | 1.60 | 44.92 |
| 1Y | 2.63 | 6.70 | 83.56 |
| 3Y | 8.02 | 16.66 | 178.27 |
Portfolio Analysis
- Equity: 38.08%
- Debt: 61.87%
- Others
As on: 2026-01-31
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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 ₹5,035 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.
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) - Ten Year Plan Growth | 0 | 5034.81 CR | 1.68 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 0 | 1729.48 CR | 2.03 |
| This FundKotak Gold ETF Growth | 0 | 15574.49 CR | 0.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Equity Fund Growth | 37.4096 | 0 |
| This FundUTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth | 2.6302 | 26.0325 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 20.0592 | 93.3254 |
| This FundKotak Gold ETF Growth | 83.5554 | 178.2662 |
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 : -3.74%
- 6 Months : -4.98%
- 1 Year : 2.63%
- 3 Years : 8.02%
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 ₹5,035 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