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UTI Retirement Fund

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Fund Overview

NAV (26 Sep 25)

49.30

AUM (in Cr)

₹ 4632.34

5 Years CAGR

% 13.72

Risk Level 

High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
UTI Retirement Fund
0.26
-1.41
3.75
0.21
12.38
13.72
Retirement
1.01
-1.59
6.61
-3.09
12.64
11.87

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
₹ 4632.34
Inception Date
26 Dec 1994
Turnover Ratio
% 38.00
Exit Load
1% for redemption within 1 year.
Asset Class
Others
amc-logo

UTI Mutual Fund

Total AUM

₹ 339982.90

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

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UTI Retirement Fund

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