Fund Details
UTI Retirement Benefit Pension Fund Regular Plan
| 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 |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. Exit load is zero
1. Higher expense ratio - 1.74%
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.4% |
| Ashok Leyland Ltd. | Automobile | Equity | 0.3% |
Fund Managers
UTI Retirement Benefit Pension Fund Regular Plan Details
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.
Investment 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.
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).
