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UTI Retirement Benefit Pension Fund Direct UTI Retirement Benefit Pension Fund Direct UTI Retirement Benefit Pension Fund Direct UTI Retirement Benefit Pension Fund Direct - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 1000 1 rating rating rating rating rating UTI Retirement Benefit Pension Fund Direct 4 5

Hybrid Balanced Hybrid

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

-15.53%

3 Yrs CAGR returns

-1.67%

5 Yrs CAGR returns

2.81%

NAV as on 03 Apr

₹ 23.13 by -0.13 ( -0.55%)

Expense ratio

1.22

Lock-in period

19.29%

Exit load

5%

Fund Size (Cr)

₹ 2839.17


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Performance Graph*
Returns Calculator
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If ₹1000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme seeks 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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 44.63
Sovereign 9.15
Others 8.87
Energy 7.58
Technology 4.35
3.68
Health Care 3.68
FMCG 3.01
undefined 2.63
Construction 2.25
Top 10 Sectors %
Sovereign 7
Others 6.04
DFIs 3.76
Housing Finance 3.2
Computer Software 3.12
Banking 2.88
Housing Finance 2.4
Banking 2.33
Tobacco Prod. 2.06
Fund house details
Fund House UTI Mutual Fund
Fund Manager V Srivatsa
Fund Setup Date 01 Jan 2013
Address UTI Tower, 'GN' Block, Bandra-Kurla Complex, Bandra (East),
Contact 022- 6678 6666, 66786354/ 1800 22 1230
Email ID invest@uti.co.in