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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

4,668 Cr

Lock In Period

5 Years

Expense Ratio

1.66

Benchmark

CRISIL Debt Hybrid Index

Exit Load

1% for redemption within 1 year.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-04-30
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About Fund

UTI Retirement Fund Growth managed by UTI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹4,668 Crore. The fund benchmarks its performance against the CRISIL Debt Hybrid Index while maintaining an expense ratio of 1.66. Under the expert guidance of Sunil Patil ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

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FAQs

UTI Retirement Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Retirement Fund Growth is 1.66. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Retirement Fund Growth’s fund performance is as follows:
  • 1 Month : %
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Returns of UTI Retirement Fund Growth are updated daily based on NAV of ₹ 49.6887 as on May 19,2025. Since inception, the return has been 49.75%.

You can invest in UTI Retirement Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Retirement Fund Growth is ₹4,668 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Retirement Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500