UTI Retirement Benefit Pension Fund Direct is a Solution Oriented Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. V Srivatsa, Amandeep Chopra is the Current Fund Manager of UTI Retirement Benefit Pension Fund Direct.The fund currently has an Asset Under Management(AUM) of ₹2,750 Cr and the Latest NAV as of 18 Nov 2019 is ₹26.28.
The UTI Retirement Benefit Pension Fund Direct is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.
The fund is designed for investors who are interested in saving for retirement and have a long term perspective.
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).
Scheme Information Document(SID)
Min for First Investment
Min for Second Investment