UTI - Unit Linked Insurance Plan

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Category: Hybrid: Dynamic Asset Allocation
Launch Date: 01-10-1971
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.63% As on (31-10-2021)

Status: Open Ended Schemes for subscription
Minimum Investment: 15000.0
Minimum Topup: 1000.0
Total Assets: 5,384.76 Cr As on (31-10-2021)
Turn over: 3.00

NAV as on 08-12-2021

33.1193

0.23 (0.7041%)

CAGR Since Inception

10.22%

NIFTY 50 TRI 14.17%

PERFORMANCE of UTI - Unit Linked Insurance Plan

Scheme Performance (%) Data as on - 08-12-2021

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
UTI - Unit Linked Insurance Plan	17.65	9.91	9.23	10.13	10.22
NIFTY 50 TRI	30.12	18.51	17.66	14.4	14.17
Hybrid: Dynamic Asset Allocation	16.09	11.88	10.18	12.32	9.98

Yearly Performance (%)

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Fund Managers

Amandeep Singh Chopra,Ajay Tyagi

Investment Objective

An open-ended debt oriented fund investing a minimum of 90% in Debt and G-sec and a maximum of 15% in equity instruments. The fund aims to distribute income periodically best suited to the investors who are looking for regular income with relatively low level of risk appetite. Also suitable to meet the requirements of corporate and institutional investors with surplus funds.

RETURNS CALCULATOR for UTI - Unit Linked Insurance Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of UTI - Unit Linked Insurance Plan

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
UTI - Unit Linked Insurance Plan	5.62	1.37	4.09	0.53	5.52	4.66
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

PEER COMPARISION of UTI - Unit Linked Insurance Plan

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Period

Data as on - 08-12-2021

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
UTI - Unit Linked Insurance Plan	01-10-1971	17.65	15.08	9.91	9.23	10.13
HDFC Balanced Advantage Fund - Growth Plan	15-09-2000	31.19	18.8	15.22	14.26	13.52
ITI Balanced Advantage Fund - Regular Plan - Growth Option	03-12-2019	23.25	0.0	0.0	0.0	0.0
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	20-08-2009	21.66	21.35	16.74	14.38	12.33
Tata Balanced Advantage Fund-Regular Plan-Growth	05-01-2019	18.66	16.31	0.0	0.0	0.0
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option	05-11-2004	18.5	14.14	12.28	11.84	13.66
Baroda Dynamic Equity Fund-Regular Plan -Growth Option	05-11-2018	17.74	21.62	17.84	0.0	0.0
Axis Balanced Advantage Fund - Regular Plan - Growth	05-08-2017	17.73	13.03	10.81	0.0	0.0
IDFC Balanced Advantage Fund Regular Plan Growth	05-10-2014	17.54	14.5	12.78	10.78	0.0
Sundaram Balanced Advantage Fund Regular Plan - Growth	01-03-2020	17.41	0.0	0.0	0.0	0.0

PORTFOLIO ANALYSIS of UTI - Unit Linked Insurance Plan

Asset Allocation (%)