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    • UTI Retirement Benefit RBUP (Growth)

    Formerly UTI Retirement Benefit Plan (RBUP)

    UTI Mutual Fund

    UTI Retirement Benefit RBUP (Growth)

    OtherOther

    34.0434

    NAV (Sep 23)

    8.6%
    5 Year CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    27 Years.

    Relative Size

    3,535 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    34.0434

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    31%
    Last 3Y
    9.4%
    Last 5Y
    8.6%
    Last 10Y
    10%
    Since Inception
    10.4%
    6 Month CAGR
    13.2%
    info-icon-blue

    Scheme Information

    Investment Objective

    The investment objective of the scheme is primarily 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. However,there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    High Risk

    Expense Ratio
    1.74
    Launched (27y ago)
    Dec 26, 1994
    AUM in Crores
    3534.232
    ISIN
    Lock-in
    5
    Benchmark
    CRISIL ST Debt Hybrid 60+40 FundTR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Amandeep Chopra

    Fund Manager

    user-avatar

    V Srivatsa

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Other Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Principal Retirement Sav Conservative fund (G)

    ₹ 1 cr

    0

    ₹ 188 cr

    0

    ₹ 14 cr

    0

    ₹ 980 cr

    0

    ₹ 6 cr

    0

    amc-icon

    About the AMC

    UTI Asset Management Company Ltd

    UTI Asset Management Co Ltd manages assets worth 174,991 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

    amc-img

  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    UTI Nifty Index Fund (G)

    recommended-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    4.2%

    7.1%

    top-ranked-badge

    3.5%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About UTI Retirement Benefit RBUP (G)

    About UTI Retirement Benefit RBUP (G)

    UTI Retirement Benefit RBUP (G) is a Other Other fund and has delivered an annualised return of 10.4% over a period of 26 years. The fund was previously known as UTI Retirement Benefit Plan (RBUP) . The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, V Srivatsa

    UTI Retirement Benefit RBUP (G) Investment Objective

    The investment objective of the scheme is primarily 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. However,there is no assurance or guarantee that the investment objective of the Scheme would be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    UTI Retirement Benefit RBUP (G) NAV,AUM,Risk

    The UTI Retirement Benefit RBUP (G) fund was launched on Dec 26, 1994. The NAV (Net Asset Value) of this Other Other fund as of 2021-09-23 is ₹34.04. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹3534.232. The category risk of the UTI Retirement Benefit RBUP (G) fund is High Risk. The fund charges 1.74 % as expense ratio.

    UTI Retirement Benefit RBUP (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 51.8% in this asset class. The top three holdings of the fund are , net current assets , 6.45% govt stock 2029 , 8.20% govt stock 2022 , hdfc bank ltd , 5.22% goi 2025 , govt stock , infosys ltd , icici bank ltd , 8.25% maharashtra sdl 2025 , 6.19% govt stock 2034 , 5.63% govt stock 2026 , food corporation of india , larsen & toubro ltd , bharti airtel ltd , itc ltd , state bank of india , 8.06% karnataka sdl 2025 , 8.24% tamil nadu sdl 2025 , national bank for agriculture and rural development , export-import bank of india , housing development finance corp ltd , housing development finance corporation limited , 06.45 br sdl 2027 , reliance industries ltd , state bank of india , state bank of india , axis bank ltd , wipro ltd , export-import bank of india , l&t infrastructure finance company limited , jorabat shillong expressway limited , hcl technologies ltd , power grid corporation of india limited , tata motors finance limited , ambuja cements ltd , tata steel ltd , national bank for agriculture and rural development , canara bank , indian railway finance corporation limited , 5.77% goi 2030 , power finance corporation ltd. , rec limited , power finance corporation limited , national bank for agriculture and rural development , union bank of india , 7.26% govt stock 2029 , housing development finance corporation limited , housing development finance corporation limited , larsen and toubro limited , rec limited , andhra bank , gujarat state petronet ltd , fortis healthcare ltd , tata motors ltd class a , ajanta pharma ltd , tata power co ltd , cholamandalam financial holdings ltd , the federal bank ltd , radico khaitan ltd , ghcl ltd , eris lifesciences ltd registered shs , cipla ltd , sun pharmaceuticals industries ltd , phoenix mills ltd , bajaj auto ltd , cummins india ltd , hindalco industries ltd , pnc infratech ltd , max financial services ltd , bharat electronics ltd , schaeffler india ltd , mahindra & mahindra ltd , motherson sumi systems ltd , icici prudential life insurance company limited , cesc ltd , emami ltd , ashok leyland ltd , prince pipes and fittings ltd ordinary shares , s.p. apparels ltd , dr reddy's laboratories ltd , bharat forge ltd , housing and urban development corporation limited , hindustan petroleum corp ltd , firstsource solutions ltd , carborundum universal ltd , techno electric & engineering co ltd , aurobindo pharma ltd , oberoi realty ltd , mphasis ltd , idea cellular limited , coromandel international ltd , rbl bank ltd , avanti feeds ltd , torrent power ltd , advanced enzyme technologies ltd , dalmia bharat ltd , oracle financial services software ltd , k.p.r. mill ltd , dilip buildcon limited , dilip buildcon limited , dilip buildcon limited , dilip buildcon limited , dilip buildcon limited , clearing corporation of india ltd. std - 92 daysmargin deposit , g r infraprojects ltd , bharat petroleum corp ltd

    UTI Retirement Benefit RBUP (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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