Risk | High |
---|---|
Min SIP Amount | Not Supported |
Expense Ratio | 1.83% |
NAV | ₹30.17 (16 Apr 2021) |
---|---|
Fund Started | 26 Dec 1994 |
Fund Size | ₹3,234 Cr |
Name | Sector | Instrument | % Assets |
---|---|---|---|
Aurobindo Pharma Ltd. | Healthcare | Equity | 0.4% |
Ashok Leyland Ltd. | Automobile | Equity | 0.3% |
UTI Retirement Benefit Pension Fund Regular Plan is a Solution Oriented Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 26 Dec 1994. V Srivatsa, Amandeep Chopra is the Current Fund Manager of UTI Retirement Benefit Pension Fund Regular Plan fund.The fund currently has an Asset Under Management(AUM) of ₹3,234 Cr and the Latest NAV as of 16 Apr 2021 is ₹30.17.
The UTI Retirement Benefit Pension Fund Regular Plan is rated 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).