UTI Retirement Fund - Regular Plan
3Y Annualised
10.33%
-0.22% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-4.13%
-0.22% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
7 years 1 months
7 years
9 years 7 months
Fund info
Fund size
₹4732.16 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹500
Exit load
0%
Period of Holding :(A) Less than one year 1%(B) Greater than or equal to one year NilUnits shall not be under lock-in period.
Risk Profile
Moderately High risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
2nd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
4th
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
5th
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
42nd
UTI Retirement Fund - Regular Plan
Fund Managers
About UTI Retirement Fund - Regular Plan
UTI Retirement Fund - Regular Plan is a Allocation mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 31 years, having been launched on 1994-12-26. UTI Retirement Fund - Regular Plan has ₹4732.16 Cr worth of assets under management (AUM) as of Sun Apr 05 2026. The latest Net Asset Value (NAV) of UTI Retirement Fund - Regular Plan as of Thu Apr 02 2026 is ₹48.1552. The fund has an expense ratio of 1.69%, which is medium comparable to most other Allocation funds.
UTI Retirement Fund - Regular Plan returns for the last 1 year are 0.70%. Since launch, it has delivered 10.01% average annual returns.
The UTI Retirement Fund - Regular Plan has the majority of its money invested in null, Financial Services sectors.
Top 5 Holdings of UTI Retirement Fund - Regular Plan.
- 7.18% Gs 2037: 6.85%
- 6.68% Gs 2040: 4.09%
- 7.32% Gs 2030: 3.08%
- HDFC Bank Ltd: 2.98%
- HDFC Bank Limited: 2.72%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 1994-12-26 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Retirement Fund - Regular Plan
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
