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UTI Pension Fund Management Company

Home Saving Schemes List: Types, Interest Rates & Tenures UTI Pension Fund Management Company

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Updated: 09-07-2025 07:34:59 AM

UTI Retirement Solutions Ltd (UTI RSL) was incorporated on December 14, 2007 and started its operations from March 31, 2008. It carries out operations as a Pension Fund and also undertakes wholesale asset management. Currently, it ranks among the top 2 return-giving pension fund equity schemes across all tenures.

UTI NPS Tier 1 Account

Returns/Scheme Equity Corporate Bonds Government Bonds Alternative Assets Average Return*
1 Year 18.48% 1.84% -1.58% 7.11% 6.25%
3 Years 15.29% 7.84% 6.79% NA 9.97%
5 Years 18.03% 9.85% 9.53% NA 12.47%
Since Inception 12.77% 9.12% 7.90% 6.82% 9.93%

*Average return reflects the return earned on a scheme with equal allocation in Equity, Corporate Bonds and Government Bonds, with nothing invested in the Alternative Asset class considering its recent inclusion as a scheme category.

UTI NPS Tier 2 Account

Returns/Scheme Equity Corporate Bonds Government Bonds Average Return*
1 Year 19.65% 2.03% -1.06% 6.87%
3 Years 15.12% 7.75% 6.97% 9.95%
5 Years 18.69% 9.86% 9.67% 12.74%
Since Inception 11.01% 9.18% 8.75% 9.65%

*Average return reflects the return earned on a scheme with equal allocation in Equity, Corporate Bonds and Government Bonds.

The Management

UTI Retirement Solutions Limited is headed by Mr. Balram P Bhagat as its CEO and Whole Time Director.

Portfolio Details of UTI Pension Fund

UTI NPS Tier 1 Account

The value of total assets under management (AUM) for NPS Tier 1 is Rs. 683.54 crore.

Details/Scheme Equity Corporate Bonds Government Bonds Alternative Assets
Scheme Inception Date May 21, 2009 October 16, 2014
Asset Under Management (AUM) Rs. 290 crore Rs. 159 crore Rs. 234 crore Rs. 54 lakh
Top 5 Holdings Reliance Industries, ICICI Bank, ITC,

Infosys Tech, HDFC Bank

 7.60% AXIS

BANK 2023,

7.17% NHAI

2021, 7.95% HDFC BANK 2026, 7.47% ICICI

BANK 2027, 8.20% NABARD 2028

 6.68% GSEC

2031, 7.61%

GSEC 2030,

6.79% GSEC

2029, 7.88%

GSEC 2030,

8.17% GSEC

2044

 NA
Weightage of Top 5 Holdings 27.82% 19.35% 43.06% NA
Top 3 Sectors Banking, IT, Petroleum Banking,

Housing credit

granting institutions,

Other credit

granting institutions

NA NA

UTI NPS Tier 2 Account

The value of total assets under management (AUM) for NPS Tier 2 is Rs. 43 crore.

Details/Scheme Equity Corporate Bonds

Government Bonds
Scheme Inception Date December 14, 2009
Asset Under Management (AUM) Rs. 20 crore Rs. 11 crore Rs. 13 crore
Top 5 Holdings ITC, Reliance Industries, Infosys Tech, ICICI Bank, L&T 7.95% HDFC BANK 2026, 8.85% AXIS BANK 2024, 7.60% NHAI 2022, 7.27% NHAI 2022, 7.60% ICICI BANK 2023 8.13% GSEC 2045, 6.68% GSEC 2031,

8.17% GSEC 2044, 7.88% GSEC 2030,

6.79% GSEC 2029
Weightage of Top 5 Holdings 28.27% 20.40% 40.91%
Top 3 Sectors Banking, IT, Other credit granting institutions Banking, House credit granting institutions, Other credit granting institutions NA

*All above details are as on September 25, 2018.

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