UTI Retirement Benefit Pension Fund Regular Plan+0.18%

3Groww
-2.00%
1 Year Return
Solution Oriented
Retirement
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Retirement Benefit Pension Fund Regular Plan

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.08%
NAV24.83 (14 Oct 2019)
Fund Started26 Dec 1994
Fund Size2,719 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Retirement Benefit Pension Fund Regular Plan
-2.0%
3.2%
6.1%
9.9%
Category Average
0.9%
5.4%
7.2%
-
Rank within category
10
8
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -2.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec5.9%
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    Indiabulls Housing Finance Ltd.FinancialNCD3.6%
    ICICI Bank Ltd.FinancialEquity3.2%
    State Bank of IndiaFinancialBonds/Deb3.0%
    Infosys Ltd.TechnologyEquity2.7%
    Zydus Wellness Ltd.FMCGDebenture2.6%
    State Bank of IndiaFinancialDebenture2.3%
    ITC Ltd.FMCGEquity2.3%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture2.0%
    See All

    Fund Managers

    addAmandeep Singh Chopra
    Education
    Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
    Experience
    He has been with associated with UTI AMC for over two decades.
    Funds Managed

    Other Details

    UTI Retirement Benefit Pension Fund Regular Plan is a Solution Oriented Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 26 Dec 1994. V Srivatsa, Amandeep Chopra is the Current Fund Manager of UTI Retirement Benefit Pension Fund Regular Plan.The fund currently has an Asset Under Management(AUM) of ₹2,719 Cr and the Latest NAV as of 14 Oct 2019 is ₹24.83.

    The UTI Retirement Benefit Pension Fund Regular Plan is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The fund is designed for investors who are interested in saving for retirement and have a long term perspective.

    Tax Implications

    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)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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