UTI Retirement Fund - Regular Plan

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.92
• Std Deviation 5.63%
• Tracking Error 0.00%

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 UTI Retirement Fund - Regular Plan has an AUM of 4745.25 crores & has delivered CAGR of 12.38% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.65%. The minimum investment in UTI Retirement Fund - Regular Plan is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include 7.18% Govt Stock 2037, 6.33% Govt Stock 2035, 7.32% Govt Stock 2030 & 6.92% Govt Stock 2039.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Oil & Gas Operations.

Some of the similar funds are HDFC Retirement Savings Fund - Equity Plan - Regular Plan, Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth, Tata Retirement Savings Moderate Fund Growth, UTI Retirement Fund - Regular Plan, SBI Retirement Benefit Fund - Aggressive Plan Regular Growth. UTI Retirement Fund - Regular Plan has a sharpe ratio of 0.92 & a standard deviation of 5.63%.