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16211
23411
UTI-Retirement Fund - Direct
9.72
2.93
10.05
0.99
0.85
2.74
1.14
10.06
6
1.61
10.05
UTI-Retirement Fund - Direct
1.61
10.05
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    55.20

    31 Jul 2026

  • 0.07%

     1 Day

  • 9.72%

    3Y CAGR returns

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  • ₹ 500

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.09%

    Expense Ratio

  • NA

     Rating

  • 4,698 Cr

    Fund Size

  • 13 Years

    Fund Age

SIP Calculator

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Scheme Performance

Returns and Ranks ( as on 31 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 2.93%
  • 9.72%
  • 10.05%
  • 10.06

Scheme Allocation

By Holding By Sector By Asset
11.87%
6.90%
3.53%
3.19%
3.08%
71.43%
View All

Advance Ratio

  • 4.07Alpha
  • 1.94SD
  • 0.47Beta
  • 0.68Sharpe

Exit Load & Tax Implication

  • Exit Load
  • (A) Less than One year - 1% (B) Greater than or equal to One year - Nil
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

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

Anurag Mittal

Risk-o-meter

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Peer Comparison

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More Funds from UTI Mutual Fund

23411
  • Fund Name

AMC Contact Details

  • Address :
  • UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
    • Contact :
    • +91022 66786666
    • Email ID :
    • service@uti.co.in
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