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UTI Retirement Fund

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Fund Overview

NAV (20 Dec 24)

₹ 47.95

AUM (in Cr)

₹ 4646.47

5 Years CAGR

% 13.63

Risk Level 

High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
UTI Retirement Fund
1.84
-0.57
5.37
15.85
12.45
13.63
CRISIL Short Term Debt Hybrid 60+40 Fund Index
1.67
2.73
5.58
10.43
7.43
8.84
Retirement
1.87
6.95
13.34
26.47
13.72
15.58

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The Objective of the scheme is to provide pension to investors particularly self-employed persons after they attain the age of 58 years, in the form of periodical cash flow up-to the extent of repurchase value of their holding through a systematic withdrawal plan.

Expense Ratio
% 1.66
Benchmark
CRISIL Short Term Debt Hybrid 60+40 Fund Index
AUM
₹ 4646.47
Inception Date
26 Dec 1994
Turnover Ratio
% 35.00
Exit Load
1% for redemption within 1 year.
Asset Class
Others
amc-logo

UTI Mutual Fund

Total AUM

₹ 342690.24

No. of Schemes under this AMC

93

Phone

66786666

Email

service@uti.co.in

Incorporation Date

2/1/2003

Address

UTI Towers,, Gn Block,, Bandra Kurla Complex,

Mumbai - 400051

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UTI Retirement Fund

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