Which funds are similar to UTI Unit Linked Insurance Plan Direct?
Funds similar to UTI Unit Linked Insurance Plan Direct in the Hybrid: Dynamic Asset Allocation category include HDFC Balanced Advantage Fund Direct-Growth, ICICI Prudential Balanced Advantage Direct-Growth, and SBI Balanced Advantage Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI Unit Linked Insurance Plan Direct in its category?
On a 3-year return basis UTI Unit Linked Insurance Plan Direct is ranked 27 out of 30 funds in the Hybrid: Dynamic Asset Allocation category as of 16 Jul 2026. On a 5-year return basis it ranks 21 out of 22. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does UTI Unit Linked Insurance Plan Direct's expense ratio compare to similar funds?
UTI Unit Linked Insurance Plan Direct has an expense ratio of 1.00%. The peers HDFC Balanced Advantage Fund Direct-Growth has an expense ratio of 0.77% and ICICI Prudential Balanced Advantage Direct-Growth has 1.06%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does UTI Unit Linked Insurance Plan Direct's AUM compare to similar funds?
UTI Unit Linked Insurance Plan Direct has an AUM of ₹5,027.38 crore. The peers HDFC Balanced Advantage Fund Direct-Growth has an AUM of ₹1,06,456 crore and ICICI Prudential Balanced Advantage Direct-Growth has ₹72,486.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Dynamic Asset Allocation?
The top performing fund in the Hybrid: Dynamic Asset Allocation category on a 3-year basis is Quant Dynamic Asset Allocation Fund Direct-Growth with a CAGR of 16.52% as of 16 Jul 2026. UTI Unit Linked Insurance Plan Direct has delivered 8.24% CAGR over the same period, ranking 27 out of 30 funds. You can view and compare the full category ranking on sharpely.
How does UTI Unit Linked Insurance Plan Direct rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI Unit Linked Insurance Plan Direct has a Sharpe ratio of 0.30 compared to the Hybrid: Dynamic Asset Allocation average of 0.57 as of 16 Jul 2026. It ranks 30 out of 33 funds in its category on Sharpe ratio.
