UTI tax-saving solutions
Leverage the magic of three with mutual fund schemes that empower you with tax-saving benefit# along with wealth creation, life insurance coverage and personal accidental coverage@ and a corpus for your retirement.
UTI Long Term Equity Fund (Tax Saving)
The fund provides for portfolio diversification through its investment approach of investing across the market capitalization spectrum.
The fundâ€™s long term performance track record reinforces its potential for long term wealth creation relative to other ELSS options.
UTI Retirement Benefit Pension Fund
More than 24 years of performance track record.
Pension in the form similar to annuity
Investor can opt to receive the accumulated investment in the form similar to annuity by way of Systematic Withdrawal Plan (SWP).
UTI Unit Linked Insurance Plan
Creation of Wealth
Equity allocation helps in earning market related return and Debt Allocation provides stability to the portfolio.
The fund provides low expense ratio, scope of generating better return for the portfolio and life insurance cover at a lower cost
*As per the prevailing tax laws for FY 2019-20, eligible investors (Individual/ HUF) are entitled to deduction from their gross total income, of the amount invested in equity linked saving scheme (ELSS) upto ₹1,50,000/- (along with other prescribed investments) under Section 80C of the Income Tax Act, 1961. Tax savings of ₹46,800/- is calculated for the highest income tax slab. Tax benefits are subject to the provisions of the Income Tax Act, 1961 and are subject to amendments, from time to time.