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UTI-Retirement Fund - Regular
8.98
0.80
9.31
-0.33
0.33
0.92
0.46
9.83
6
1.56
9.31
UTI-Retirement Fund - Regular
1.61
10.01
1.19
3.5
5 Years

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  • NAV

    50.40

    23 Jul 2026

  • -0.19%

     1 Day

  • 8.98%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 500

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.63%

    Expense Ratio

  • NA

     Rating

  • 4,698 Cr

    Fund Size

  • 31 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 23 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 0.80%
  • 8.98%
  • 9.31%
  • 9.83

Scheme Allocation

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

Advance Ratio

  • 3.45Alpha
  • 1.94SD
  • 0.47Beta
  • 0.59Sharpe

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

Low Low to
moderate Moderate Moderately
High High Very
High

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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