• Mutual Funds
  • UTI Mutual Fund
  • UTI Retirement Benefit RBUP (Growth)

Formerly UTI Retirement Benefit Plan (RBUP)

UTI Mutual Fund

UTI Retirement Benefit RBUP (Growth)

OtherSolution Oriented

35.0087

NAV (Sep 23)

7.1%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 3,693 Cr

Outperformance Consistency

View all 7 analysis

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Scripbox Recommended Goals

Plans that will help you to achieve your life goals across multiple time frames.?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

35.0087

NAV (Sep 23)

Fund Returns

Last 1Y

4.5%

Last 3Y

12.1%

Last 5Y

7.1%

Last 10Y

9.5%

Since Inception

10.1%

6 Month CAGR

3.5%

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.

Expense Ratio

1.76

Launched (28y ago)

Dec 26, 1994

AUM in Crores

3692.876

ISIN

Lock-in

5

Benchmark

CRISIL ST Debt Hybrid 60+40 FundTR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Sunil Patil

Fund Manager

V Srivatsa

Fund Manager

Amandeep Chopra

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-09-23

Top Stock Holdings

net current assets

11.5%
11.5%

6.54% govt stock 2032

7.1%
7.1%

6.45% govt stock 2029

5.9%
5.9%

icici bank ltd

3.8%
3.8%

hdfc bank ltd

3.5%
3.5%
See all holdings

Allocation by Sector

financial services

14.4%
14.4%

technology

5.3%
5.3%

consumer cyclical

4.2%
4.2%

industrials

3.8%
3.8%

consumer defensive

2.7%
2.7%
See all sectors

Compare UTI Retirement Benefit RBUP (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 150 cr

₹ 14 cr

₹ 2,974 cr

₹ 5 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 189,617 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    17%

    11.6%

    19.8%

    14.7%

    17.3%

    15.7%

    3.5%

    6.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    UTI Retirement Benefit RBUP (G) Review

    UTI Retirement Benefit RBUP (G) is a Solution Oriented Other fund and has delivered an annualised return of 10.1% over a period of 27 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 9/23/2022 is ₹35.01 with the total AUM as of 9/24/2022 is ₹3692.876. 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)?

    UTI Retirement Benefit RBUP (G) is a Solution Oriented Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    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 1.76% for regular plan.