|Min SIP Amount||Not Supported|
|NAV||₹27.70 (29 Oct 2020)|
|Fund Started||01 Jan 2013|
|Fund Size||₹2,868 Cr|
|National Bank For Agriculture & Rural Development||Financial||Debenture||3.7%|
|Green Infra Wind Energy Ltd.||Engineering||Debenture||3.5%|
|State Bank of India||Financial||Debenture||2.3%|
|ICICI Bank Ltd.||Financial||Equity||2.0%|
|Reliance Industries Ltd.||Energy||Equity||2.0%|
UTI Retirement Benefit Pension Fund Direct is a Solution Oriented Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. V Srivatsa, Amandeep Chopra is the Current Fund Manager of UTI Retirement Benefit Pension Fund Direct fund.The fund currently has an Asset Under Management(AUM) of ₹2,868 Cr and the Latest NAV as of 29 Oct 2020 is ₹27.70.
The UTI Retirement Benefit Pension Fund Direct is rated Moderately High risk. Minimum SIP Investment is set to 500.
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.
Lock-in for 5 years or retirement, whichever is earlier. If average equity holding is >65%, 10% (After 1 year as per LTCG). If average equity holding is <65%, 20% with indexation benefit (post 3 years).