- Mutual Funds
- UTI Mutual Fund
- UTI Retirement Benefit RBUP (Growth)
Formerly UTI Retirement Benefit Plan (RBUP)
UTI Retirement Benefit RBUP (Growth)
₹ 40.627
NAV (Dec 01)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 40.627
NAV (Dec 1)
Fund Returns
Last 1Y | 11.6% |
Last 3Y | 13.1% |
Last 5Y | 9.6% |
Last 10Y | 10.2% |
Since Inception | 10.2% |
6 Month CAGR | 8.1% |
Scheme Information
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.
Expense Ratio | 1.77 |
Launched (29y ago) | Dec 26, 1994 |
AUM in Crores | 3977.368 |
ISIN | |
Lock-in | 5 |
Benchmark | CRISIL ST Debt Hybrid 60+40 FundTR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.6 |
Standard Deviation (5yr) | 8.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.375 |
Sharpe Ratio (5yr) | 0.525 |
YTM | 7.69 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Retirement Benefit RBUP (Growth) | 9,26,078 | 1,93,466 | 9.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
7.18% govt stock 2037
11.7%7.26% govt stock 2033
7.5%7.41% govt stock 2036
6.3%hdfc bank limited
3.8%hdfc bank ltd
3.7%Allocation by Sector
financial services
12.5%consumer cyclical
5.1%technology
4.6%industrials
3.1%healthcare
3%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 26,182 cr | ||
₹ 9,338 cr | ||
₹ 7,605 cr | ||
₹ 1,354 cr | ||
₹ 1,051 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 6.8% | ||
5.3% | 7.2% | ||
16.6% | 11.7% | ||
19.9% | 15% | ||
15.7% | 15.5% |
UTI Retirement Benefit RBUP (G) Review
UTI Retirement Benefit RBUP (G) is a Solution Oriented Hybrid fund and has delivered an annualised return of 10.2% over a period of 28 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, Sunil Patil, V Srivatsa.
Nav of UTI Retirement Benefit RBUP (G) as of 12/1/2023 is ₹40.63 with the total AUM as of 12/3/2023 is ₹3977.368. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Retirement Benefit RBUP (G) was launched on Dec 26, 1994. The category risk of the fund is High Risk.
The minimum SIP amount for UTI Retirement Benefit RBUP (G) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is UTI Retirement Benefit RBUP (G)?
How to invest in UTI Retirement Benefit RBUP (G)?
You can invest in UTI Retirement Benefit RBUP (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Retirement Benefit RBUP (G)?
The minimum sip amount for UTI Retirement Benefit RBUP (G) is ₹0. You can invest in multiples of ₹5000.
Is UTI Retirement Benefit RBUP (G) good to invest in?
As per Scripbox experts, UTI Retirement Benefit RBUP (G) is a Not Reviewed Yet fund. You can investUTI Retirement Benefit RBUP (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Retirement Benefit RBUP (G)?
The expense ratio of the UTI Retirement Benefit RBUP (G) is 1.77% for regular plan.