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UTI Retirement Benefit Pension Fund Regular Plan

Solution Oriented
Retirement
High Risk
5Y Lock Inlock
11.05%
3Y annualised
-0.19% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹34.61
Min. SIP amountNA
Rating3star
Fund size₹3,619.53 Cr

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.7%11.1%8.7%10.5%
Category average28.7%10.3%9.1%NA
Rank with in category343NA
Understand termsinfo

Holdings (95)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec6.3%
FinancialEquity2.8%
GOI
SovereignCGL2.8%
GOI
SovereignGOI Sec2.8%
GOI
SovereignGOI FRB2.7%
FinancialEquity2.6%
GOI
SovereignGOI Sec2.3%
Maharashtra State
OthersSDL2.3%
TechnologyEquity2.2%
FMCGNCD2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.79%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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).

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Amandeep Singh Chopra
Dec 2006 - Present
View details
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V Srivatsa
Sep 2009 - Present
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Fund house & investment objective

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Fund house contact details

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