UTI-Retirement Fund – Direct
₹ 500
Min SIP
₹ 500
Min Lumpsum
1.02 %
Expense Ratio
Rating
4,649
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 22.5% | 13.7% | 15% | 11.2% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
3.52
Alpha
1.61
SD
0.44
Beta
1.08
Sharpe
Exit Load
| Exit Load | (A) Less than One year - 1% (B) Greater than or equal to One year - Nil |
|---|
Fund Objective
The investment objective of the scheme is primarily 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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved
Fund Managers
Sunil Patil
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 164
-
14.8%Fund Size - 164
-
8.7%Fund Size - 164
-
9.1%Fund Size - 164
-
- Solution Oriented .
- Retirement .
-
- 174
-
14.9%Fund Size - 174
-
8.4%Fund Size - 174
-
10.3%Fund Size - 174
-
- Solution Oriented .
- Retirement .
-
- 944
-
47.7%Fund Size - 944
-
28%Fund Size - 944
-
27.1%Fund Size - 944
-
- Solution Oriented .
- Retirement .
-
- 5,851
-
36.1%Fund Size - 5,851
-
23.3%Fund Size - 5,851
-
27.7%Fund Size - 5,851
-
- Solution Oriented .
- Retirement .
-
- 3,453
-
39.9%Fund Size - 3,453
-
20%Fund Size - 3,453
-
20.5%Fund Size - 3,453
AMC Contact Details
UTI Mutual Fund
AUM:
3,10,822 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
022 66786666
Email ID:
service@uti.co.in
More Funds from UTI Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Conservative Hybrid .
-
- 53
-
11.2%Fund Size - 53
-
14.5%Fund Size - 53
-
14%Fund Size - 53
-
- Debt .
- Fixed Maturity Plans .
-
- 145
-
11.2%Fund Size - 145
-
14.5%Fund Size - 145
-
14%Fund Size - 145
-
- Debt .
- Fixed Maturity Plans .
-
- 122
-
11.2%Fund Size - 122
-
14.5%Fund Size - 122
-
14%Fund Size - 122
-
- Debt .
- Fixed Maturity Plans .
-
- 124
-
11.2%Fund Size - 124
-
14.5%Fund Size - 124
-
14%Fund Size - 124
-
- Debt .
- Fixed Maturity Plans .
-
- 84
-
11.2%Fund Size - 84
-
14.5%Fund Size - 84
-
14%Fund Size - 84
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
36.1%Fund Size - 31,800
-
23%Fund Size - 31,800
-
23.9%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
39.3%Fund Size - 62,717
-
20.2%Fund Size - 62,717
-
22.6%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
34.7%Fund Size - 14,528
-
15.4%Fund Size - 14,528
-
22.5%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
42.3%Fund Size - 2,284
-
19.1%Fund Size - 2,284
-
22.3%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 9,292
-
34.7%Fund Size - 9,292
-
16.1%Fund Size - 9,292
-
22%Fund Size - 9,292
Frequently Asked Questions
How to invest in UTI-Retirement Fund – Direct ?
You can invest in UTI-Retirement Fund – Direct in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Retirement Fund – Direct in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Retirement Fund – Direct ?
The NAV of UTI-Retirement Fund – Direct is ₹51.7 as of 09 September 2024.
How to redeem UTI-Retirement Fund – Direct holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Retirement Fund – Direct?
The minimum SIP amount of UTI-Retirement Fund – Direct is ₹500
What are the top sectors UTI-Retirement Fund – Direct has invested in?
The top sectors UTI-Retirement Fund – Direct has invested in are
- Debt - 57.74%
- Banks - 9.44%
- IT-Software - 4.4%
- Pharmaceuticals & Biotech - 3.11%
- Cash & Others - 2.95%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Retirement Fund – Direct?
Yes, You can select both SIP or Lumpsum investment of UTI-Retirement Fund – Direct based on your investment objective and risk tolerance.
How much returns have UTI-Retirement Fund – Direct generated ?
The UTI-Retirement Fund – Direct has delivered 11.2% since inception
What is the expense ratio of UTI-Retirement Fund – Direct ?
The expense ratio of UTI-Retirement Fund – Direct is 1.02 % as of 09 September 2024.
What is the AUM of UTI-Retirement Fund – Direct?
The AUM of UTI-Retirement Fund – Direct is ₹3,10,822 Cr as of 09 September 2024
What are the top stock holdings of UTI-Retirement Fund – Direct?
The top stock holdings of UTI-Retirement Fund – Direct are
- HDFC Bank - 3.44%
- ICICI Bank - 2.8%
- Infosys - 2.21%
- ITC - 2.06%
- Reliance Industr - 1.62%
How can I redeem my investments in UTI-Retirement Fund – Direct?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Retirement Fund – Direct in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Retirement Fund – Direct in Scheme, enter the redemption amount, and click on submit button.