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UTI Mutual Fund

UTI - Unit Linked Insurance Plan

UTI Mutual Fund · Direct plan · Growth

3-year returns
7.6%
a year
NAV
₹46.52
▲ 0.29% · 18 Sept 2026

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹42.70 and has returned 6.85% a year over 3 years.

Returns, and where it stands

Against the average balanced advantage fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year1%1.3%behind21 of 36
3 years7.6%9.3%behind27 of 30
5 years6.2%9%behind19 of 20
10 years7.8%10.4%behind9 of 10
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.6%-1.7%
3 months2.2%2.1%
6 months6.2%5.9%
1 year1%0.4%
2 yearsp.a.3.2%2.6%
3 yearsp.a.7.6%6.8%
5 yearsp.a.6.2%5.5%
7 yearsp.a.9.4%8.6%
10 yearsp.a.7.8%7.1%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 0.97% in the last 1Y

42.645.047.418 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹15,993
XIRR (per year)
5.62%
Value today
₹1,95,993

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
5.6% a year
2.8% less than the category average — the steadier side
Worst fall so far
−17.8%
Feb 2020 to Mar 2020, against −16.2% for the category.
Years that made money
86.4%
Of every one-year stretch it has been through.
Over any three years
-0.7% to 14.9%
A year, at worst and at best. Typically 8.2%.

How it compares

UTI - Unit Linked Insurance Plan against other funds in the Balanced Advantage Fund category
Fund1Y3Y5YExpenseFund size
Quant Dynamic Asset Allocation Fund-0.75%13.58%1.56%₹852 Cr
Baroda BNP Paribas Balanced Advantage Fund4.9%11.6%10.96%0.74%₹5,343 Cr
WhiteOak Capital Balanced Advantage Fund2.71%11.57%0.84%₹2,302 Cr
Aditya Birla Sun Life Balanced Advantage Fund5.65%11.5%10.22%0.59%₹10,125 Cr
Axis Balanced Advantage Fund1.4%11.15%9.41%1.07%₹3,836 Cr
HDFC Balanced Advantage Fund-1.03%10.99%14.2%0.76%₹1,07,296 Cr
UTI - Unit Linked Insurance Plan0.97%7.55%6.25%

About UTI - Unit Linked Insurance Plan

UTI - Unit Linked Insurance Plan is a balanced advantage fund managed by UTI Mutual Fund. Change the mix of equity and debt dynamically, usually buying more equity when markets are cheap and less when they are expensive.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹46.5163120784
RegularGrowth₹42.7012100646

Frequently asked questions

What is the NAV of UTI - Unit Linked Insurance Plan today?

The NAV of UTI - Unit Linked Insurance Plan (Direct plan, Growth) is ₹46.5163 and the Regular plan NAV is ₹42.7012, as of 18 Sept 2026.

What returns has UTI - Unit Linked Insurance Plan given?

Over the last year the Direct plan returned 0.97%, and 7.55% a year over 3 years and 6.25% a year over 5 years. That places it 27 of 30 funds in its category over 3 years. Past returns do not guarantee future returns.

How much has UTI - Unit Linked Insurance Plan fallen in the past?

Its deepest fall was 17.8% from 12 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 86% ended in a gain.

Which category does UTI - Unit Linked Insurance Plan belong to?

It is a Balanced Advantage Fund from UTI Mutual Fund. Change the mix of equity and debt dynamically, usually buying more equity when markets are cheap and less when they are expensive.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from UTI - Unit Linked Insurance Plan taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.