UTUTI MF

UTI Unit Linked Insurance Plan - 15 Years Plan

hybridHybrid - Balanced Hybrid FundBenchmark: CRISIL Short Term Debt Hybrid 60+40 Index
NAV · 17 Aug 2018₹26.13+0.44%
AUM₹5.1k Crfrom this fund's primary plan
Expense Ratio
CAGR
Exit Load
Min SIP₹500
Launched1971

Investment Objective

An open-ended balanced fund with an objective of investing not more than 40% of the funds in equity and equity related instruments and balance in debt and money market instruments with low to medium risk profile. Investment by an individual in the scheme is eligible for exemption under section 80C of the IT Act 1961. In addition the scheme also offers Life Insurance and Accident Insurance cover.

Fund Mandate

Debt60%–100%
Equity0%–40%
MMI60%–100%
Others60%–100%
Fund Managers
AS
Amandeep Singh Chopra
Fund Manager
Key Information
₹500
₹15,000
Inception01 Oct 1971
AMCUTI MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.44%
Risk Metrics

Risk metrics are not available for this fund.

Fees
₹500
₹15,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme