UTI Unit Linked Insurance
3Y Annualised
8.19%
0.10% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.32%
0.10% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
8 years 10 months
8 years
9 years 7 months
Fund info
Fund size
₹5126.73 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹15000
Exit load
0%
If withdrawn prematurely 2%.On or after maturity Nil.Exit load is not applicable for segregated portfolio.
Risk Profile
High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About UTI Unit Linked Insurance
UTI Unit Linked Insurance is a Allocation mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 54 years, having been launched on 1971-10-01. UTI Unit Linked Insurance has ₹5126.73 Cr worth of assets under management (AUM) as of Mon Aug 24 2026. The latest Net Asset Value (NAV) of UTI Unit Linked Insurance as of Tue Aug 11 2026 is ₹43.572. The fund has an expense ratio of 1.58%, which is medium comparable to most other Allocation funds.
UTI Unit Linked Insurance returns for the last 1 year are 4.53%. Since launch, it has delivered 5.75% average annual returns.
The UTI Unit Linked Insurance has the majority of its money invested in null, Financial Services, Consumer Cyclical sectors.
Top 5 Holdings of UTI Unit Linked Insurance.
- 7.18% Govt Stock 2037: 8.00%
- 7.32% Govt Stock 2030: 4.03%
- Bajaj Finance Ltd: 2.74%
- Eternal Ltd: 2.65%
- ICICI Bank Ltd: 2.60%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 1971-10-01 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Unit Linked Insurance
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from UTI Asset Management Co Ltd
AllocationConservative Allocation
3Y CAGR
8.04%
expense ratio
1.84%
fund size
₹1660.74 Cr
EquityEquity - Other
3Y CAGR
10.83%
expense ratio
2.12%
fund size
₹2764.54 Cr
EquityLarge-Cap
3Y CAGR
8.67%
expense ratio
1.86%
fund size
₹12303.14 Cr
EquityMid-Cap
3Y CAGR
13.01%
expense ratio
1.86%
fund size
₹12379.17 Cr
EquityValue
3Y CAGR
14.67%
expense ratio
1.21%
fund size
₹9439.61 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
