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UTI Retirement Benefit RBUP (Growth)

Formerly UTI Retirement Benefit Plan (RBUP)
Returns (5yrs)
5.36 %
Latest NAV
26.30

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  • Tenure
  • Returns %
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Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 14th of August, 06:52 AM

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.

Fund Managers

  • profile-pic
    Amandeep Chopra
    profile-pic
    V Srivatsa
  • expense-ratio
    Expense Ratio
    2.05
    benchmark
    Benchmark
    CRISIL ST Debt Hybrid 60+40 FundTR INR
  • Aum image
    AUM
    ₹ 2845.74 Crores
    ISIN
    ISIN
  • Category Risk:

    Moderately High risk

Holding Information

as on 14th of August, 06:52 AM

Top Holding

Govt Stock
8%
National Bank For Agriculture And Rural Development
4%
6.19% Govt Stock 2034
4%
Green Infra Wind Energy Limited
3%
Indiabulls Housing Finance Limited
3%

Top Sectors

Financial Services
10%
Technology
4%
Healthcare
4%
Basic Materials
4%
Utilities
3%

Allocation

Debt
58%
Equity
39%
Others
2%

Investment Return Calculator

as on 14th of August, 06:52 AM
  • Of
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Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 14th of August, 06:52 AM
Minimum SIP Amount
0
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

UTI Retirement Benefit (RBUP) Regular Plan is a Other Other fund and has delivered an annualised return of 5.36% over a period of 5 years. The fund is managed by UTI Asset Management Company Ltd. The fund managers names are Amandeep Chopra, V Srivatsa. 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. The fund charges 2.05000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.