UTI-Retirement Benefit Pension Plan

UTI-Retirement Benefit Pension Plan

AMC Name: UTI Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Amandeep Chopra
Fund Horizon OPEN
Inception Date 26-Dec-1994
Scheme AUM(CR) ` 2690.31
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 100
SIP Dates 1,7,15,25
Entry Load Nil
Exit Load Nil
Expense Ratio 1.85

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -2.72% -3.37%
3 Month -6.24% -5.44%
6 Month -3.38% 1.35%
1 Year -7.26% -4.27%
3 Year 3.61% 9.45%
5 Year 6.22% 6.78%
Since Inception 9.50% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others