UTI-Retirement Benefit Pension Plan – Direct
500
Min SIP
500
Min Lumpsum
1.06 %
Expense Ratio
Rating
3,808
Fund Size (in Cr)
10 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 | 11.9% | 16.5% | 8.5% | 9.9% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
ITC
Larsen & Toubro
Infosys
Others
Advance Ratio
0.56
Alpha
1.82
SD
0.38
Beta
0.71
Sharpe
Exit Load
| Exit Load | 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
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 162
-
8.5%Fund Size - 162
-
9.1%Fund Size - 162
-
7.6%Fund Size - 162
-
- Solution Oriented .
- Retirement .
-
- 170
-
12.8%Fund Size - 170
-
8.2%Fund Size - 170
-
8.4%Fund Size - 170
-
- Solution Oriented .
- Retirement .
-
- 2,964
-
22.9%Fund Size - 2,964
-
34.9%Fund Size - 2,964
-
16.7%Fund Size - 2,964
-
- Solution Oriented .
- Retirement .
-
- 251
-
13.5%Fund Size - 251
-
30.9%Fund Size - 251
-
-Fund Size - 251
-
- Solution Oriented .
- Retirement .
-
- 2,307
-
15.2%Fund Size - 2,307
-
26.1%Fund Size - 2,307
-
8.1%Fund Size - 2,307
AMC Contact Details
UTI Mutual Fund
AUM:
2,23,841 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
How to invest in UTI-Retirement Benefit Pension Plan – Direct ?
You can invest in UTI-Retirement Benefit Pension Plan – 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 Benefit Pension Plan – 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 Benefit Pension Plan – Direct ?
The NAV of UTI-Retirement Benefit Pension Plan – Direct is ₹39.9 as of 01 June 2023.
How to redeem UTI-Retirement Benefit Pension Plan – 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 Benefit Pension Plan – Direct?
The minimum SIP amount of UTI-Retirement Benefit Pension Plan – Direct is ₹500
What are the top sectors UTI-Retirement Benefit Pension Plan – Direct has invested in??
The top sectors UTI-Retirement Benefit Pension Plan – Direct has invested in are
- HDFC Bank - 3.14%
- ICICI Bank - 3.05%
- ITC - 2.14%
- Larsen & Toubro - 2.14%
- Infosys - 1.95%
How much returns have UTI-Retirement Benefit Pension Plan – Direct generated ?
The UTI-Retirement Benefit Pension Plan – Direct has delivered 9.9% since inception
What is the expense ratio of UTI-Retirement Benefit Pension Plan – Direct ?
The expense ratio of UTI-Retirement Benefit Pension Plan – Direct is 1.06 % as of 01 June 2023.
What is the AUM of UTI-Retirement Benefit Pension Plan – Direct?
The AUM of UTI-Retirement Benefit Pension Plan – Direct is ₹2,23,841 Cr as of 01 June 2023
What are the top stock holdings of UTI-Retirement Benefit Pension Plan – Direct?
The top stock holdings of UTI-Retirement Benefit Pension Plan – Direct are
- HDFC Bank - 3.14%
- ICICI Bank - 3.05%
- ITC - 2.14%
- Larsen & Toubro - 2.14%
- Infosys - 1.95%