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UTI Retirement Benefit Pension Fund

The fund details shown here are of the Growth Plan option and belongs to the Hybrid, Balanced Fund category.

This fund has given % annualized return for the last 3 years.

At present UTI Retirement Benefit Pension Fund has not been rated by us.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of   ₹    for

Below table shows comparison of UTI Retirement Benefit Pension Fund with respect to the investments in Fixed Deposit and Gold for the Total investment of ₹36,000 over the period of 3 years.

Total Value Gain Return %
Bank FD

39,824

3,824

 6.5%
Gold

40,770

4,770

 8.00%

Fund Information

  • 4,629.57 Cr.

  • UTI Retirement Benefit Pension Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 1.63%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • UTI Retirement Benefit Pension Fund is an Hybrid oriented mutual fund in the - Balanced Fund category.

  • Nifty 50 Arbitrage Index is the benchmark for UTI Retirement Benefit Pension Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

  • The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on 26 Dec 1994 as at present it is 31 years old fund.

  • Name of the AMC is UTI Mutual Funds. Click here to know more about UTI Mutual Funds.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. UTI Retirement Benefit Pension Fund managed by following fund manager(s);

How does the Return Comparison of the UTI Retirement Benefit Pension Fund fare against peer funds in the Balanced fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by UTI Retirement Benefit Pension Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Hybrid, Balanced fund category these peer funds belongs to.

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.74% 1.80% 4.03% 12.95% 6.06% % % %
Category Average 0.09% -0.37% -2.01% 2.56% 5.83% % % %
UTI Retirement Benefit Pension Fund - - - - - - - - -
UTI Childrens Hybrid Fund - - - - - - - -
UTI Childrens Hybrid Fund - - - - - - - -
Helios Balanced Advantage Fund -1.33% -1.50% -4.37% 1.00% - - - -
360 One Balanced Hybrid Fund 0.82% 1.80% -0.38% 0.97% 5.39% - - -
Canara Robeco Balanced Advantage Fund -1.49% -1.88% -5.70% -2.84% - - - -

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of UTI Retirement Benefit Pension Fund are shown below;

Equity -

Debt %

Others 0.00%

Riskometer

Investors understand that their principal
will be at High risk