UTI Retirement Fund - Regular Plan
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.
Returns vs benchmark & category
Since inception: +9.37% CAGR vs benchmark +10.88%.
Where the money is invested
Top holdings
Sector allocation
What if you'd SIP'd here?
@ 9.4% p.a.Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
How this fund manages risk
Other Retirement Fund funds
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.