Formerly UTI Retirement Benefit Plan (RBUP)
NAV (Jan 27)
6 Month CAGR
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.
Launched (29y ago)
Dec 26, 1994
AUM in Crores
CRISIL ST Debt Hybrid 60+40 FundTR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|UTI Retirement Benefit RBUP (Growth)||848,560||115,948||6.1%|
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.
6.54% govt stock 20327%
net current assets6.2%
7.26% govt stock 20324%
icici bank ltd3.6%
hdfc bank ltd3.2%
|Fund Name||Fund Size|
₹ 1 cr
₹ 147 cr
₹ 14 cr
₹ 4,345 cr
₹ 11 cr
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 169,360 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
UTI Retirement Benefit RBUP (G) is a Solution Oriented Other fund and has delivered an annualised return of 10% 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 1/27/2023 is ₹35.82 with the total AUM as of 1/30/2023 is ₹null. 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.
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 1.69% for regular plan.