UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth Return
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Showing Funds Performance since Sep 07, 2020
UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth Fund Overview
Min. investment
SIP ₹0 & Lump. ₹15000
AUM (Fund size)
₹4,762 Cr
Lock In Period
N/A
Expense Ratio
1.68
Exit Load
2% for premature withdrawal. Nil - On or after Maturity.
Benchmark
CRISIL Debt Hybrid Index
Summary
UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth NAV is ₹40.5856 as of 16 May, 2026. UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth has delivered 22.18% returns since its launch. The minimum SIP investment amount in UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth is ₹0. The AUM of UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth is ₹4,762 Cr. The expense ratio of the fund is 1.68%, and its benchmark is CRISIL Debt Hybrid Index. The current exit load of the fund is 2% for premature withdrawal. Nil - On or after Maturity.. In the last 1M months, UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth has delivered 0.18% returns.
UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.18 | 0.64 | 7.10 |
| 6M | -4.61 | 1.60 | 25.91 |
| 1Y | -2.31 | 5.11 | 68.24 |
| 3Y | 6.91 | 13.83 | 155.62 |
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) - Ten Year Plan Growth
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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sundaram Equity Fund Growth | 0 | 828.43 CR | 2.45 |
| UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth | 0 | 4761.79 CR | 1.68 |
| Kotak Gold ETF Growth | 0 | 14339.53 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 | -2.3117 | 22.1814 |
| This FundKotak Gold ETF Growth | 68.2388 | 155.6223 |
UTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth 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 : 0.18%
- 6 Months : -4.61%
- 1 Year : -2.31%
- 3 Years : 6.91%
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.
