hybridLow risk

UTI - Unit Linked Insurance Plan - Direct Plan - Growth

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From UTI Mutual Fund. It's been running since 9 Jan 2013.

Latest price per unit

₹47.0751

▼ 0.26% today

As of 2 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.04 L

▲ ₹3.8k gain · 3.8% / year

Invested 3 years ago

₹1.27 L

▲ ₹27.2k gain · 8.4% / year

Invested 5 years ago

₹1.39 L

▲ ₹38.6k gain · 6.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

5.6%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.85%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year3.78%

CAGR — 3 years8.35%

CAGR — 5 years6.75%

CAGR — since launch7.34%

Volatility — 1 year (annualised)6.24%

Volatility — 3 years (annualised)5.62%

Max drawdown — 1 year-8.19%

Max drawdown — 3 years-8.19%

Sharpe ratio — 1 year (rf=6%)-0.35

Sharpe ratio — 3 years (rf=6%)0.39

Fund info

Fund house: UTI Mutual Fund
Category: Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 120784
First price on record: 9 Jan 2013 · 3,359 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.