UTI RETIREMENT FUND -REGULAR PLAN- GROWTH

NORMAL RISK
Hybrid
Hybrid: Balanced Hybrid
6M returns
12.64 %
Current NAV
47.38
1M3M6M1Y3Y5YALL
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Min. SIP
500
AUM
₹ 4546.3 Cr

Return Calculator

Amount per month500
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
6,000

Investment distribution

GOI31.1 %
Others9.0 %
HDFC Bank8.3 %
Power Fin. Corp.3.3 %
ICICI Bank3.0 %
REC2.2 %

Fund Manager

VS
V Srivatsa
SM
Sunil Madhukar Patil
SM
Sunil Madhukar Patil

Fund Information

Launched
13 May 2019(5 years ago)
Expense ratio1.65%
Exit LoadExit load of 1%, if redeemed within 1 year.
Benchmark index
CRISIL Short Term Debt Hybrid 60+40 Index100%

Fund Objective

The scheme seeks to generate a corpus to provide for pension in the form of periodical income / cash flow to the unit holders to the extent of redemption value of their holding after the age of 58 years by investing in a mix of securities comprising of debt & money market instruments and equity & equity related instruments.

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