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.

Wealth Creation

UTI Long Term Equity Fund (Tax Saving)

  • Diversified Portfolio
    The fund provides for portfolio diversification through its investment approach of investing across the market capitalization spectrum.
  • Wealth Creation
    The fund’s long term performance track record reinforces its potential for long term wealth creation relative to other ELSS options.
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Retirement Planning

UTI Retirement Benefit Pension Fund

  • Track Record
    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).
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Insurance Cover

UTI Unit Linked Insurance Plan

  • Creation of Wealth
    Equity allocation helps in earning market related return and Debt Allocation provides stability to the portfolio.
  • Cost Effectiveness
    The fund provides low expense ratio, scope of generating better return for the portfolio and life insurance cover at a lower cost
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*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.

  • UTI Long Term Equity Fund (Tax Saving)

    This product is suitable for investors who are seeking*:

    - Long term capital appreciation

    - Investment in equity instruments of companies that are believed to have growth potential

  • UTI Retirement Benefit Pension Fund

    This product is suitable for investors who are seeking*:

    - Long term capital growth

    - Investment in equity instruments (maximum - 40%) and debt/money market instruments

  • UTI Unit Linked Insurance Plan

    This product is suitable for investors who are seeking*:

    - Long term capital growth

    - Investment in equity instruments (maximum - 40%) and debt/money market instruments

  • *Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.