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UTI - Unit Linked Insurance Plan

Rating (source: Value Research)

NAV as on 21/11/2014 for

Rs. 18.3370.0406 (0.22%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
    Structure
  • Management
    Commentary
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • Investment objectives of the scheme is primarily to provide return through growth in the NAV or through dividend distribution and reinvestment there of. Amounts collected under the scheme shall generally be invested as follows: (a) Not less than 60% of the funds in debt instruments withlow to medium risk profile. (b) Not more than 40% of the funds in equities and equity relatedinstruments.
Investment Information
Fund type
Hybrid: Debt oriente
Date of Inception
01/10/1971
Investment Plan
No Class
Fund size (Rs.Cr)
2817.46 (as of 31st Oct 2014 )
Number of investors
283190 (as of 31st Aug 2014 )
Min. Investment
15000
Last Dividend
N.A.
Bonus
N.A.
Options Available

10 year Plan / 15 year Plan

(SIP)

Fund Managers
Fund Manager

Mr. Amandeep Singh Chopra

Mr. Amandeep Singh Chopra is a graduate from St. Stephens College, Delhi and an MBA from FMS, Delhi.

Fund Manager's View
Portfolio (as of Aug 2014)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
70.00 27.00 3.00

View complete asset allocation

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Asset Allocation (as of 31st Aug 2014)

Market Capitalisation (%)

Large Mid Small
70.00 27.00 3.00
Detailed Portfolio
Equity % to NAV
Fund Manager - Biography
Fund Manager

Mr. Amandeep Singh Chopra

Mr. Amandeep Singh Chopra is a graduate from St. Stephens College, Delhi and an MBA from FMS, Delhi. He has worked with Aaina Exports Ltd. as a production co-ordinator and at Stenay Ltd. as a Quality Control Inspector. He has been with UTI AMC since 1994 and has been responsible for increasing the asset value in some select funds. He has achieved CPR1 and CPR2 ranking for several funds as a Fund Manager. Three of his funds namely UTI Liquid Cash Plan, UTI Liquid Cash Plan-Institutional and UTI Bond Fund have been awarded CNBC TV-18 Crisil Mutual Award. Presently, he is the Head of the Fixed Income Group at UTI.

Download Fund Documents
Minimum Investment Amount Minimum Target Amt. Rs. 15,000/-
Period of Holding 2% for premature withdrawal Nil - On or after Maturity
Entry Load Nil Nil
Exit Load(as % of NAV) - Nil
Our 3 step
online application process
1
Register at invest@uti to buy funds online.
2
Fill up the online application form and make payments online.
3
Print and sign the form and send it with required documents at our nearest office or our executive will come and collect them
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