UTI RETIREMENT FUND -REGULAR PLAN- GROWTH

NORMAL RISK
Hybrid
Hybrid: Balanced Hybrid
6M returns
9.94 %
Current NAV
45.81
1M3M6M1Y3Y5YALL
Loading...
Min. SIP
500
AUM
₹ 4408.8 Cr

Return Calculator

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

Investment distribution

GOI34.0 %
HDFC Bank8.5 %
Power Fin. Corp.4.6 %
Others4.0 %
REC3.4 %
ICICI Bank3.4 %

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.

Copyright ⓒ 2024 Cherry. All rights reserved.
appstoreplaystore