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  • Mutual Funds
  • UTI Asset Management Co Ltd
  • UTI Retirement Benefit RBUP (Growth)

Formerly UTI Retirement Benefit Plan (RBUP)

UTI Retirement Benefit RBUP (Growth)

UTI Retirement Benefit RBUP (Growth)

OtherOther

30.3802

NAV (Mar 04)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

27 Years.

Relative Size

3,124 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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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

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High Risk

1.75 %

Expense Ratio

Dec 26, 1994

Launched (27y ago)

₹ 3,124

AUM in Crores

ISIN

5

Lock-in

CRISIL ST Debt Hybrid 60+40 FundTR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Amandeep Chopra

Fund Manager

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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

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ICICI Prudential Debt Management Fund FOF (G)

ICICI Prudential Debt Management Fund FOF (G)

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About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 140,302 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 56 equity,485 debt and 34 hybrid funds.

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  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
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    Recommended

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    ₹ 3,096 Cr

    Fund Size

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    3Y returns

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    Top Ranked

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    3Y returns

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    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
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    Equity

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    How does Scripbox rate funds?

    Proprietary 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.

    What Scripbox recommendations mean?
    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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    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 10.1% 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, 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 as of 2021-03-04 is ₹ 30.3802. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 3123.603. The category risk of the UTI Retirement Benefit RBUP (G) fund is High Risk. The fund charges 1.75 % as expense ratio.

    UTI Retirement Benefit RBUP (G) Holdings

    The fund’s highest allocation is towards debt and has invested 47.7% in this asset class. The top three holdings of the fund are 6.45% govt stock 2029,national bank for agriculture and rural development and 6.19% govt stock 2034

    UTI Retirement Benefit RBUP (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    UTI Retirement Benefit RBUP (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL ST Debt Hybrid 60+40 FundTR INR

    UTI Retirement Benefit RBUP (G) Review

    UTI Retirement Benefit RBUP (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, UTI Retirement Benefit RBUP (G) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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