NSE ScannerUTI Mutual Fund · Hybrid · Balanced Advantage · Regular plan
UTI - Unit Linked Insurance Plan - Regular Plan - Growth
₹42.1243NAV on 30 Oct 2026Expense ratio 1.60%
29 Oct 2025NAV low 39.11 · high 43.63-1.3%
In plain words
Over 3 years it returned +7.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -8.4%.
On 3-year return it ranks 21 of 30 funds in Balanced Advantage.
A monthly SIP over 10 years ended ₹66,288 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.1% | +1.9% |
| 3 months | -2.3% | -5.1% |
| 6 months | +3.7% | -3.2% |
| 1 year | -1.1% | -10.2% |
| 3 years (yearly) | +7.2% | +7.4% |
| 5 years (yearly) | +5.0% | +6.5% |
| 10 years (yearly) | +6.9% | +11.3% |
| Since start (yearly) | +5.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,932 | +1.3% |
| 3 years | ₹3,60,000 | ₹3,82,904 | +3.9% |
| 5 years | ₹5,90,000 | ₹6,79,106 | +5.5% |
| 10 years | ₹11,90,000 | ₹16,85,179 | +6.7% |
Other plan of this fund: UTI - Unit Linked Insurance Plan - Direct Plan - Growth