UTI Mutual Fundimage

UTI Retirement Fund

OthersRetirementGrowth

Fund Overview

NAV (04 Nov 25)

50.32

AUM (in Cr)

₹ 4658.83

5 Years CAGR

% 13.48

Risk Level 

High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
UTI Retirement Fund
1.37
1.40
3.22
5.29
12.17
13.48
Retirement
1.61
1.62
6.32
6.23
13.63
14.22

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
% 1.65
Benchmark
CRISIL Short Term Debt Hybrid 60+40 Fund Index
AUM
₹ 4658.83
Inception Date
26 Dec 1994
Turnover Ratio
% 39.00
Exit Load
1% for redemption within 1 year.
Asset Class
Others
amc-logo

UTI Mutual Fund

Total AUM

₹ 379175.93

No. of Schemes under this AMC

101

Phone

66786666

Email

service@uti.co.in

Incorporation Date

2/1/2003

Address

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

Mumbai - 400051

UTI Mutual Fundimage

UTI Retirement Fund

OthersRetirement
Connect with an
Expertquotes
Personalized investment strategies from leading experts