What is the NAV of UTI ULIP 10Y?
The Current NAV of UTI ULIP 10Y is ₹45.14, as of 13th June 2025What are the returns of UTI ULIP 10Y?
The UTI ULIP 10Y has been there since 1st January 1970- 1 Year Returns: -96.42
What are the top 5 sectors holdings of UTI ULIP 10Y?
The top sectors UTI ULIP 10Y has invested in are as for 1st 01 1970 are as follows -- G-Sec | 28.69%
- Others | 22.27%
- Private Banks | 7.32%
- Consumer Finance | 7.26%
- IT Services & Consulting | 6.17%
What are the top 5 holdings UTI ULIP 10Y?
The top 5 holdings for UTI ULIP 10Y are- 07.18% GSEC MAT -24/07/2037 | 10.55%
- 7.41% GS MAT - 19/12/2036 | 4.88%
- 7.23% GSEC MAT- 15/04/2039 | 4.60%
- 07.32% GSEC MAT -13/11/2030 | 3.88%
- 7.10% GSEC - MAT - 08/04/2034 | 2.99%
What is the asset allocation of UTI ULIP 10Y?
The UTI ULIP 10Y is a plan that invests- Government Securities | 42.26%
- Equity | 37.32%
- Corporate Debt | 17.07%
- Cash & Equivalents | 1.44%
- Secured Debt | 1.28%
How to invest in UTI ULIP 10Y?
If you wish to invest in UTI ULIP 10Y Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the UTI ULIP 10Y
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in UTI ULIP 10Y is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of UTI ULIP 10Y?
The AUM of UTI ULIP 10Y is 5449.44 Cr as of 13th June 2025What is the expense ratio of UTI ULIP 10Y Plan?
The expense ratio of UTI ULIP 10Y Plan is 0.96How to exit UTI ULIP 10Y?
If you have invested in UTI ULIP 10Y, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of UTI ULIP 10Y?
The alpha ratio for the UTI ULIP 10Y is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of UTI ULIP 10Y?
The volatility or standard deviation for the UTI ULIP 10Y is 5.77
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of UTI ULIP 10Y?
The sharpe ratio for the UTI ULIP 10Y is 1.11
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of UTI ULIP 10Y?
The Sortino ratio for the UTI ULIP 10Y is 0.12
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of UTI ULIP 10Y?
The PE ratio (price-to-earnings) of the UTI ULIP 10Y is 54.70 while category PE ratio is 40.661. Test MF FAQ for Mutual Fund UTI ULIP 10Y Shares?
The Current NAV of UTI ULIP 10Y is ₹45.14, as of 13th June 20255. Test MF FAQ Is there any lock-in period for UTI ULIP 10Y Plan?
There is a lock in period of N/A for UTI ULIP 10Y
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UTI ULIP 10Y Direct Growth
Growth
45.140.28% (-0.13)
High
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—
Low
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Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
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SIP
1M
6M
1Y
3Y
5Y
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UTI ULIP 10Y Performance & Key Metrics
UTI ULIP 10Y Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.96 | 6.61 | 1.11 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.31 | 6.50 | 0.29 |
UTI ULIP 10Y Scheme InfoUTI ULIP 10Y Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | — |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 50:50 Index |
About Dynamic Asset Allocation Fund
About Dynamic Asset Allocation Fund
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
UTI ULIP 10Y Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
UTI ULIP 10Y Peers & Comparison
Comparing 3 mutual funds from
HybridDynamic Asset Allocation Fund
HybridDynamic Asset Allocation Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI ULIP 10Y | -96.42% | — | -78.23% |
| Edelweiss Balanced Advantage Fund | 5.39% | 15.66% | 12.81% |
| DSP Dynamic Asset Allocation Fund | 9.93% | 15.06% | 10.57% |
| Franklin India Balanced Advantage Fund | 8.57% | — | 15.63% |
UTI ULIP 10Y Returns Comparison
Compare UTI ULIP 10Y with any MF, ETF, stock or indexCompare UTI ULIP 10Y with any MF, ETF, stock or index
UTI ULIP 10Y
Hmm, looks like data is unavailable here. Please come back after some timeUTI ULIP 10Y Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
UTI ULIP 10Y Asset Allocation
UTI ULIP 10Y Asset Allocation
Actual
Target
May 2024
Sep 2024
Dec 2024
Mar 2025
May 2024
Sep 2024
Dec 2024
Mar 2025
UTI ULIP 10Y Sector Distribution
UTI ULIP 10Y Sector Distribution
May 2024
Sep 2024
Dec 2024
Mar 2025
UTI ULIP 10Y Sector Weightage
UTI ULIP 10Y Sector Weightage
G-Sec
G-Sec as a % of total holdings for last six quarters
UTI ULIP 10Y Current Holdings
UTI ULIP 10Y Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
2.61 %
2.61 %Holdings
2.58 %
2.58 %Holdings
2.57 %
2.57 %
AMC Profile of UTI ULIP 10Y
AMC Profile of UTI ULIP 10Y
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
67
Total AUM
₹ 2,38,445.26 Cr.
UTI ULIP 10Y Manager Details
UTI ULIP 10Y Manager Details
UTI ULIP 10Y Manager Profile
UTI ULIP 10Y Manager Profile
Hmm, looks like data is unavailable here. Please come back after some timeUTI ULIP 10Y Tax Implications
UTI ULIP 10Y Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
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You make
UTI ULIP 10Y Review & Opinions
UTI ULIP 10Y Review & Opinions
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%